How do I create a Parent Task?
Follow these steps to add a parent task to a task:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials > Tasks. The Tasks page opens.
- Select a record. The Summary View of the record opens.
- Click Edit. The edit page opens.
- Go to the Parent Task section.
- Enter or select the following sections to add a Parent Task:
- Type to search - Enter a Task name to view relevant suggestions.
- Create - A page opens to create a new Task. Fill in all required fields and save.
- Select -Clicking displays a list of Tasks from which a Task can be selected.
- Click Save.