14.18 How to Create a Task in Tradepoint

Related Articles 6.22 Tasks

There are two main ways to create a Task in Tradepoint.  From the Work Center simply click the Create Task icon.  The details window will open for you to enter in the details of the Task and add any Guests or Employees if multiple individuals are involved.

If a guest is assigned to a Task then the task will also be associated with the contact.

A task can also be created from a contact such as a Lead or Customer. When you have brought up the contact file you would like to attach a Task to look for the Tasks icon  within the toolbar for that contact. Clicking that Tasks icon will open a main screen where any other tasks associated with that contact will be listed by Category. To create a New Task associated with a contact click the New Task icon  at the bottom right of the screen. The details screen for the Task will open for you to complete and it will automatically be associated with the contact you have opened the Task in.