Quick Add a To-Do
Click the to-do button
Fill out the required fields and any other information regarding your task.
If you click the Quick Add button while viewing a contact record, the contact name will automatically be filled in to the Attach To: field.
View the to-do in the Activity Log
When a To-Do is attached to a contact, it will show up in the Activity Log for that contact.
Use the To-Do List
You can view all of your tasks in the To-Do List, which you can access on the Calendar tab or with the Dashboard widget.
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