FAQs in this section
How do I create a Task? What is Task sequencing? How do I create a subtask? What is a Task? How do I create a previous 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? What are the dependencies between parent tasks and subtasks? What is an example of Task Sequencing? How do I access Tasks? 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? Can I see a due date in a parent task record?
How do I create a parent task?
Table of Contents
Follow these steps to add a parent task to a task:
- Click the Main menu.
- Go to Essentials.
- Click Tasks.
- Click +Add Task.
- Fill in the necessary details.
- Click the button beside the Parent Task field to select a task from the CRM or click ‘+’ to create a new parent task.
- Click Save to save the task record.
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