Lab - Tasks and reminders

The screenshots on this page do not all reflect the new web version yet.

You need to remember to follow up one of your training case's contacts, so add a task. You also need to remember to call the client every second Monday, so add a recurring task.

You've set up the two tasks now and seen how to complete them. Next let's look at how to manage the Reminders window.

Next: Reminders window