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How to create tasks from the contacts section?
How to create tasks from the contacts section?
Surender Nadarajan avatar
Written by Surender Nadarajan
Updated over a week ago

Intent of the article:

This article aims to demonstrate how to create tasks for specific contacts from the contacts section.

Creating tasks - An overview:

Tasks can be created from three sections of Salesgear:

Creating tasks from the contacts section:

  1. Click on the ‘contacts’ icon in the vertical side menu bar.

  2. Select all or only the specific contacts using the check box available before the name and email address of the contacts.

  3. Click on the ‘create task’ icon (similar to a to-do list pad) available above the contact list.

  4. You will notice a pop-up showing two options - manual email and LinkedIn task.

  5. If you choose manual email, you will see a pop-up prompting you to enter the subject and email content. You can use the ‘add notes’ button in the left bottom to include notes to yourself.

  6. Once everything is set, click ‘create task’.

  7. If you hover over the LinkedIn task, you will see four options in the drop-down.

  8. Selecting the appropriate task from the drop-down will show you a pop-up. Enter the details of the task that you want to execute and click ‘create task’.

  9. You have successfully created the tasks for the required contacts. You can view these tasks in the tasks section.

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