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Tracking Tasks

To display the Tasks list, tap its tab in the Tab bar at the bottom of the screen. If the Tasks list is not in the Tab bar, tap the More tab, and then tap Tasks.

The Task list displays your tasks in chronological order, based on their due date. To view the details of a task, tap it. The details of a task include:

• Task name
• Task type
• Due date
• Completed flag
• Assigned to
• Primary contact
• Account name
• Opportunity name
• Description

While viewing a task you can tap the contact or account name to get more details, such as the phone numbers, address, email address, notes, and so on. For more information on displaying a contact's information, see Accessing Contacts.

To make changes to the task information, tap Edit.

To add a task, tap the plus button.

When adding or editing a task, you complete the following fields:

When you are finished adding or editing a task, tap Save.