Tasks

Tasks help you manage your to-do list and track activities related to leads, deals, and contacts. They allow you to organize work and ensure timely follow-ups.

To access Tasks:

Login → Desktop → Frappe CRM → Tasks

Create Task

Create a new task in Frappe CRM:

1. Go to Frappe CRM → Tasks.
2. Click Create in the top-right corner.
3. In the Create Task dialog, enter:
   • Title
   • Description
4. Set additional task details:
   • Status
   • Assigned To
   • Due Date
   • Priority
5. Click Create to save the task.