How to add tasks under a contact?
MatterSuite
Last Update 3 年前
1. Click on the Contact tab in the toolbox, appearing on the left of your screen.
2. Under contact Tab, click on the contact you want to add task too and go to task.
3. Click on the New Task button and add task title, description, assigned to, by, task type, priority, and other information required and click on save.
