FAQs in this section
What is Task sequencing?
What is a Task?
What are the dependencies between a subtask and a previous task?
What is the impact of business hours on Task duration?
What is a parent Task?
How do I delete a task?
How do I set up reminders for my Tasks?
How do I mass edit tasks?
How do I track time spent on a Task?
How do I use a Timelog?
How do I create invoices for a billable task?
What are the dependencies between Parent Tasks and Subtasks?
Can I see a Due Date in a Parent Task record?
How do I create a Previous Task?
How do I create a Subtask?
How do I access Tasks?
How do I create a Task?
What is an example of Task Sequencing?
How do I create a Parent Task?
Table of Contents
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.
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