How to create & edit a task?


  1. From the left navigation, open 'Tasks module'.
  2. Now select the appropriate 'Activity & Territory' levels under pick up a level. (or know how to create a favourite).
  3. Next, click on the '+' icon and select "one by one".
  4. Add information to the editable fields of the task.
  5. Once done, go to the 'Closure' tab and click on 'Create task'.


Your task will be created and visible at the top the task list!

To edit this or any other task, follow these steps:

  1. Select the appropriate activity & territory from the view icon.
  2. Next, click on the icon.
  3. Edit information in the editable fields of the task.
  4. Once done, goto the closure tab and click on update task.

Your edited task will be saved and visible on the top of the list!

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