Add CRM Task

Menu Path: None

To use Add CRM Task, perform one of the following:

Click the Add Task or Add Related Task button in the ribbon in CRM Task Management.
Click the Add New Task button in the ribbon in Campaign Management.

Purpose

Create a new CRM task.

Overview

Use Add CRM Task to create CRM tasks, which are used to track specific activities, such as mailing a catalog, emailing a customer, etc.

Creating a CRM Task

To create a CRM task:

Enter a start and end date for the task in the Start Date and End Date fields.
If the task is an all-day task, select the All Day Task check box. Otherwise, enter the start and end times in the Time fields.
Enter a name for the task in the Task Name field.
Select whether the task is for a specific customer, qualified prospect, or prospect.
Enter the customer or prospect for the task.
Enter the contact for the task in the Contact Name field.
Enter any additional information for the task, as necessary.
Click the OK button in the ribbon. The task is created. An Outlook appointment is sent to the task owner (if applicable).

Ribbon Home Tab Buttons

Button	Description
OK	Click this button to save the new CRM task and close the Add CRM Task window.
Cancel	Click this button to close the Add CRM Task window without creating a new task.
Task Attachments	Click this button to display Attachment Entry, which allows you to add and view attachments for the task. The icon for this button includes a check mark if attachments exist for the task.

Main Tab Fields and Buttons

Field or Button	Description
Start Date	Enter the start date for the task, or click the drop-down arrow to select a date.
Time (Start)	Enter the start time for the task, and click the Lookup button to select AM or PM. This field is only enabled if the All Day Task check box is cleared.
All Day Task	Select this check box if a task will last an entire day. Start and end times cannot be entered for all-day tasks
End Date	Enter the end date for the task, or click the drop-down arrow to select a date.
Time (End)	Enter the end time for the task, and click the Lookup button to select AM or PM. This field is only enabled if the All Day Task check box is cleared.
Create tasks for all campaign targets	Select this check box to create the task for all targets of the campaign. This check box is only available if you access this window from Campaign Management.
Campaign Name	Enter the campaign for the task, or click the Lookup button to select a campaign. This field is disabled if you access this window from Campaign Management.
Task Name	Enter the name of the task, or click the Lookup button to select a task name. For information on setting up task names, see CRM Task Definition.
Task Owner	Click the Lookup button to select the user that will be assigned the task.
Product Code	Enter a product code associated with the task (if applicable), or click the Lookup button to select a product code.
Product Name	Enter a product name associated with the task (if applicable), or click the Lookup button to select a product name.
Task Notes	Enter notes or a description of the task.
Task Complete	Select this check box if you want to mark the task as completed.
Company Type	Select the company type (customer, qualified prospect, or prospect) for each task.
Customer/Qualified Prospect/Prospect Code	Enter the customer or prospect code for the task, or click the Lookup button to select a customer or prospect code.
Name	Enter the customer or prospect name for the task, or click the Lookup button to select a customer or prospect name.
Contact Name	Enter the contact name for the task, or click the Lookup button to select a contact name.