To create a CRM task: Go to Activities > Scheduling > Tasks and click New. Click Task in the Create New menu.
If you were assigned a task, you can change or update information by clicking Edit next to a task from the tasks list. You can also update the status of your tasks as you make progress or complete them. A task shows on your list of tasks until you mark it Completed or you delete it.
As you work on your tasks or complete them, update the status of the tasks. Others can view your progress unless tasks are marked as private, facilitating communication between departments.
CRM tasks can be linked to a project, but they don’t affect project costs or time data by default. To include them, use the Include CRM Tasks in Project Totals option. Note that CRM tasks associated with a project won’t show in the project schedule. The Include CRM Tasks in Project Totals checkbox on project records lets CRM tasks contribute to project costs, work, and actual work. This is especially useful for existing projects that rely on CRM task records.