Create Tasks in GMM

💡 Create follow-up tasks directly from Opportunities for specific contacts. Add task details like title, notes, assignee, and due date, as well as mark tasks complete. You can easily view and manage pending tasks for each contact in Opportunities by enabling it in settings.

🍿 Video Tutorial

Create Tasks From Contact

  1. Click the task icon

  1. Enter task specific title
  2. Enter task specific information (ex. assign, due date)
  3. Click "Create"
Once created, you will see a number icon displayed over the task icon for that specific client.

Make sure that your Opportunities Settings allows for the task icon to show:

  1. Click the Menu Icon
  2. Click Additional Information
  3. Check the Task Box

  4. Click Apply

See Tasks From Contacts List

  1. Click Contacts in the left sidebar menu
  2. Click Tasks in the top menu
  3. See tasks and statuses of tasks
  4. Create a new task by clicking + New Task

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