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- Flowlu
- Flowlu Help Center
- Tasks
- Creating a New Task
- How to Associate a Task
How to Associate a Task
How to Associate a Task With an Opportunity
Option #1
You can relate a task to an opportunity on the Links tab:
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Option #2
You can relate a task to the opportunity on the opportunity page. Go to the CRM. Click Create and select the 'New Task' option from the drop-down menu:
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Or, you can also create a new task from the comment box.
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How to Associate a Task With a Project
Option #1
You can relate a task to a project on the Links tab:
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Option #2
Go to the Tasks and drag the task to the project folder. The Task list displays all the projects in which you are a project manager.
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Option #3
In the Tasks, open the folder with the specific project and create a new task through the quick form or via the Create or Add Task buttons.
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Option #4
Create a task on the project record:
- on any tab using the 'Create' button:
- on the Tasks tab:
If the project includes stages and milestones, a task can be easily linked to them.
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How to Associate a Task With a Contact/Organization
Option #1
You can relate a task to a contact/organization on the Links tab:
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Option #2
Create a task on the contact/organization page.
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Or, you can also create a new task from the comment box.
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How to Associate a Task With a Workspace
Option #1
You can relate a task to a workspace on the Links tab:
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Option #2
You can relate a task to a workspace on the Tasks tab or via the 'Create' button on any Workspace's page:
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Option #3
Go to the Tasks and drag the task to a specific workspace.
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