Skip to main content
All CollectionsKnowledge baseTasks
What fields do tasks have?
What fields do tasks have?
Training avatar
Written by Training
Updated over a week ago

When creating a task, the input fields you will see are:

  • Subject: the activity you want to carry out

  • Activity type: comments, phone calls, meeting, visits, cold call, acquisition visit.

  • Date: the date you plan to carry out the task

  • Appointment reminder: if you want to receive a notification about the event. You can also select when you want to receive it (start time, 5 minutes before, 15 minutes before, 1 hour before, 1 day before or 1 week before).

  • User: who created the task

  • Account: the account associated with the task.

  • Opportunity: the opportunity related to the task

  • Invited users: If you want to add more users to the event.

  • Comments: para poder detallar mejor la tarea pendiente.

Did this answer your question?