How to Create New Task in eWay-CRM

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

This article describes following options of creating tasks:

How to Crate Task Via eWay-CRM Ribbon in Microsoft Outlook

Work with tasks in eWay-CRM is not different as work with other types of items, e.g. journal.

  1. In the eWay-CRM ribbon in Microsoft Outlook, click New > Task.

  2. Fill in values that are important to you, e.g. Subject or Due Date.

  3. Click Save or Save and Close icon.

How to Create Task From eWay-CRM Item Window (e.g. From Company)

  1. In the item window (e.g. company, contact, etc.), click Add New > Task.

  2. Item that the task was created from, is automatically filled to task. If the item was project or deal, company and contact from project/deal are filled to task, too.
    You just insert values you need, e.g. Superior Item, Subject or Due Date.

  3. Click Save or Save and Close icon.

 

How to Create Task in Microsoft Outlook (and Synchronize It With eWay-CRM)

If you make a mistake and open Outlook task window instead of eWay-CRM, do not worry. Nothing is changed.

  1. Select Superior Item.

  2. Insert other values that are important for you.
  3. Click Save or Save and Close icon.
    Because you have selected Superior Item, task will be automatically saved to eWay-CRM, too. Leaving Superior Item empty, will save task only to Microsoft Outlook.

Do you have questions? Our consultants have answers.