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How to Add Tasks to Your Contacts in Pest AI | Pest AI

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How to Add Tasks to Your Contacts in Pest AI

Learn how to enhance your productivity by adding tasks to your contacts in Pest AI. This article provides a step-by-step guide on how to create and assign tasks directly to contact profiles, ensuring seamless follow-ups and organized workflows. Discover how this feature can help you keep track of important actions, set deadlines, and improve your overall contact management strategy.

1. Click 'Contacts' to view your list.

1 First, click on the element.

2. Next, choose a specific contact from displayed options.

2 Click on "Sample Contact".

3. Then, locate and tap the task icon.

3 Click here.

4. Now, hit 'Add' to create a new task.

4 After that, click on "Add".

5. Proceed by typing in the task's title.

5 Click on "Assign to".

6. Afterward, assign the task to a team member or yourself.

6 Click on the element.

7. Next, specify the task's due date and time.

7 Upload

8. Finally, confirm by clicking 'Save.'

8 Click on "Save".

9. To modify, click the pencil icon next to the task.

9 Click on the element.

10. Or click the trash icon to remove any unwanted task.

10 Now, click on the element.

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