Summary

The fields on this tab page are optional.

Complete these fields if you want to use a Task as part of your CRM package. For example, you may have a Project recorded in CRM called 'Direct Marketing Plan'. You would create Tasks called 'Confirm Contact Details', 'Phone Contact' and 'Mailout Information'.

Use this tab page to specify the Project to which a Task belongs.

Task Types

Tasks can also be divided into Task Types. Examples of Task Types are 'Marketing', 'Human Resources' or 'Period Requirements'.