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Create tasks
Maximilien Deconinck avatar
Written by Maximilien Deconinck
Updated over 3 years ago

In addition to create tasks when you create your sequences (cf. article Create and edit a sequence), you can directly create tasks from the contact sheets.

1. Go to your contact (which you want to schedule a task for) page

2. Click on Create a task

3. Select the type of task you want to plan (call, social or to do)

4. Complete the fields related to the task : name, description and planning

5. Once you have validated your task planning, it appears on the " Scheduled " tab of the contact form

6. Then you can manage your tasks on the Datananas Connect plugin (cf. article Task management)

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