How to Add New Task in Pest AI CRM | Pest AI

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How to Add New Task in Pest AI CRM

Learn how to efficiently create and manage tasks within Pest AI CRM to keep your projects on track and enhance team productivity.

1. Click on 'Tasks' to view your pending tasks.

1 Click on "Tasks".

2. Now, add a new task by clicking 'New Task'.

2 Click on "New Task".

3. Enter the title of your task in the 'Task Title' field.

3 Now, click on the element.

4. Proceed by adding detailed task descriptions.

4 Then, click here.

5. Set a due date for your task next.

5 Upload

6. Opt to make this task recurring by toggling the setting.

6 Next up, click on "Use setting".

7. Assign task responsibility by selecting an assignee from the list.

7 Click on "grace test".

8. Choose a contact related to this task for communications.

8 Click on "steve jobs".

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