How to create a task record? | Online Help - Bigin by Zoho CRM

How to create a task record?

To create a task

1. Open the Bigin app on your Mac.
2. Navigate to the Activities  module.
3. Switch to the Tasks tab.
4. Click the Add  icon at the top left of the screen.

A form for adding a task will open, featuring the fields configured on the web application.

5. Fill the mandatory fields and click "Save" when you're done.

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