Top Producer® X CRM: Adding a Task

Add tasks for appointments, calls or to-do activities. Find your tasks under the Tasks tab of linked contacts/transactions, and on the main Calendar and Tasks pages.

  1. To add a task, click the Compose button then Add Task , or click the Add Task button in the Tasks tab of a contact/transaction, on the Tasks page, or in the Calendar day view.

  2. Set the task type to Call, Appointment (time-specific), or To Do.
  3. Enter Task details, such as a description, date, priority and if you want the task to repeat. For appointments, set start and end times. When creating a transaction task, you can set the due date to be dependent on a transaction date by clicking the toggle:

    If you change a transaction date that a task depends on (i.e. inspection date) you will be given an option to adjust due dates for dependent tasks based on your changes.

  4. Choose a Priority. Low priority tasks are marked yellow, medium are marked blue, and high are marked red.

  5. Under Contacts, add additional contacts using the search field. The task will show on each linked contact.
  6. Enter any extra details about the task in the Add a note… field. Task notes are viewable when the task is opened.
  7. Assign the task to the appropriate team member.
  8. Click Save Task.

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