A Task is a New Feature requested by the customer. It contains important details such as the subject, department, priority, and a description of the features or concerns.
1.Login to the BlueLogis CRM(https://bluelogis.in/crm) with your Email and password.
2. Locate the Project menu at the top right corner of the page and click on it.
3. Find and select the project name that we have already created.
4. Look for the Newtask button and click on it.
5. After clicking the Newtask button, you'll see a task creation window.
6. In the subject field, enter a clear and descriptive title that accurately represents the task you want to create.
7. Next, select the priority level for the task. This helps determine its importance or urgency.
8. Type the details into the designated field for a task description. You can include any relevant information
9. If you want to attach screenshots or any other files related to the task, look for an attachment option or button within the task creation window. Click on it to browse and select the files you wish to attach.
10. Once you've attached the necessary files and entered all the information, you can proceed to click the save button to save the task.
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How to Create Task in BlueLogis CRM
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