Create a Task in B2BDash

Follow these steps to learn how you can add a task manually in B2BDash

STEP 1

Click on the "+" Sign and select create a task or reminder

STEP 2

Add details to your new task based on your preferences.

NOTE: Only Phone and Meeting are the ones that will reflect on the Calendar you linked with B2BDash. Other Task types will not appear on your calendar but will be saved in B2BDash only

More Options

Click Add New Task to save the Task you created.

STEP 3

Once saved you will get notifications in B2BDash when a task is due, you can view all tasks by going to https://go.b2bdash.io/planner

To tick the task off, just go to the planner and click the check mark, you can also mark the task complete by going to the contact's record and clicking the check mark.