How to Create New Tasks

Make one single TODO list for yourself in eWay-CRM

How to Start Using eWay-CRM » Tasks » How to Create New Tasks

eWay-CRM is closely integrated with the Task module in Microsoft Outlook. You can either

  • create tasks right in eWay-CRM or
  • create tasks in Outlook first and link them to eWay-CRM items.

Tasks will appear in both eWay-CRM and the to-do list in Outlook and will be automatically synchronized.

Creating a new task in eWay-CRM

  1. Open an item card (contact, company, lead, project, etc.). Click Add relation with a new item and choose New task.

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  2. Fill in all the necessary fields—Subject, Start date, Due date, etc.

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  3. Click Save and Close to save the record.

Creating a new task in Microsoft Outlook

  1. In Microsoft Outlook, go to the Tasks module (left bottom menu).

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  2. Click the New Task button to create a new task.

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  3. In the Task window, fll in all the necessary fields—Subject, Start date, Due date, etc.

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  4. Choose Superior item (company, project, lead, contact, etc.) in the bottom part of the window. In case you leave the field empty the task will not be saved to eWay-CRM and will stay in Microsoft Outlook only.

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As soon as you fill in all the required fields click Save and Close. 

 

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