Adding tasks
Adding a task can be done in three ways:
From the main tasks list
From the tasks list you'll have an 'Add Task' button:
Clicking this will take you to a form where you can enter the task details:
This includes a task title, the status (open or closed), further details, when it's due, who it's assigned to, and what contact or property it's related to.
From within a contact or property record
On a contact record or property record the 'Tasks' meta box will show at the top so it's visible to see as soon as you enter the record.
In this 'Tasks' meta box you'll see a 'Create task' button:
Upon clicking this button you'll be presented with the ability to the enter the task details:
From the calendar
This is only applicable when you have the Calendar feature enabled.
With the Calendar feature enabled and the calendar open, you can click into the 'All day' row at the top of the day or week view and you'll be presented with an option to 'Add task' in the popup that appears:
This will take you to the same 'Add task' screen as if you were adding a task from the main tasks list.