In this simple, step-by-step guide, we are going to show you how to add a task via the Organisation record.
Click on 'Organisations', which is located within the Contacts Section which can be found on the sidebar, to the left of the screen.
Click on the name of the Organisation you wish to add the Task for. You should see a screen like this one:
Click on 'Options' and select 'Add Task':
Complete the necessary fields and once finished, click on 'Save' to finalise.
Note: If you select a 'Due Date & Time' you will are able remind the assignee by email, if you select SMS and don't have any - don't worry we will send you an email in its replacement.
You have now added a Task via the Organisation Section!