How to add a task or reminder

  1. Click Task Manager in the sidebar.
  2. Click Add New Task.
  3. Enter the task title.
  4. Set a Due Date and optional Time.
  5. Optionally link the task to a contact, business, or project.
  6. Click Save Task.

Tasks with dates appear on your Calendar automatically. Tasks linked to a project also appear on that project’s page.

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