(Alternative) Creating New Task

1. An alternative method to creating new tasks is to select the client first by searching for a client profile under Client > Client Listing on the left menu bar.

2. On the client listing, scroll down to the client’s name or search for the client.

3. Upon searching for the client’s name, click on the client’s name to view the client’s profile.

4. Once in the client profile, scroll down to see all the client related tasks. 

5. To create a task, click Schedule > Task Management then select the “New Task” button

Steps to create the task will be the same as above.