Page 11 - Freshworks Expert Guide Book

Creating a Task

To create a task
or meeting, you
first need to Once the task is open, give
open the it a title and a short
contact. Next, description.
click on the Add
Sales Activity, If the task is open in the
then select task contacts page, it will autofill
or meeting. their name and yours as the
sales owner.

Select the task type,
whether it is a meeting or a
follow-up, then select the
date and time you would
like to schedule it for.

Do not select an outcome
and do not mark it as
complete. You will do this
after you have finished the
task.
Click Save, and you can
view the task on your
dashboard.
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