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
- How to Create Task From eWay-CRM Item Window (e.g. From Company)
- How to Create Task in Microsoft Outlook (and Synchronize It With eWay-CRM)
How to Create 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.
- In the eWay-CRM ribbon in Microsoft Outlook, click New > Task.
- Fill in values that are important to you, e.g. Subject or Due Date.
- Click Save or Save and Close icon.
How to Create Task From eWay-CRM Item Window (e.g. From Contact)
- In the item window (e.g. company, contact, etc.), click Add New > Task.
- 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. - 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.
- Select Superior Item.
- Insert other values that are important for you.
- 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.
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