How to schedule a task or meeting

A task is an activity with a due date. Use a task for future work, for example a follow-up call or a meeting. The task shows on the timeline and in the Tasks list. This guide shows how to schedule a task.

Steps

1. Open a record and find the Activities tab.
2. Click Add Activity, then select Task.
3. Type the task name in the Task subject field.

1. Set the details:
   • Select a value in the Type field, for example To-do, Call, or Email.
   • Select a value in the Priority field: Low, Medium, or High.
   • Set the Due date. This is the date and time the task is due.
   • Select a person in the Assigned to field.
2. Click Create Task.

The task shows on the timeline with its due date.

Where the task appears

The task appears in three places:

• The timeline of the record.
• The Tasks list in the main menu.
• The Upcoming panel on the dashboard, before the due date.