How to Create New Tasks

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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.

In eWay-CRM, tasks can be found on item cards under the Tasks tab.


Creating New Task in eWay-CRM

  1. Open an item card (contact, company, deal, project, etc.). Click Add New and choose Task.


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



  3. Click Save and Close to save the record.

Creating New Task in Microsoft Outlook

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


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


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


  4. Choose Superior Item (company, project, deal, 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.


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

Do you have questions? Our consultants have answers.