To add Tasks to interactions go to the Add New Interaction page and scroll to the bottom. There you will find the tasks section, and the Add Task button at the right.

Tasks will appear in the interaction detail page as well as your dashboard Tasks widget.




To add Tasks to a project go to the Projects page and click on the Pencil Icon at the right to edit.


Click on the Tasks tab and then click New Task


Fil in the appropriate information and Save