How to Add Tasks to a Form

November 26, 2019/0 Comments/in Forms & Processes, Activities & Tasks, Manage Tasks/by Vir Singh

1. Feature Overview You can create leads, opportunities, activities, and tasks all through the same dynamic form. Including tasks in your forms will help you create a task on the go while simultaneously creating a lead and/or activity. Create both to-do and appointment type tasks through forms View the task calendars of users while creating […]