Help Center

How to Add Task

To make life easier for you, the feature to create a task within your back office is made available.
This does not only allow you to create business-focused tasks, but also personal tasks that you need to be reminded about.

To add a task, just follow these steps:

1. Click Actions button at the top of your dashboard.

2. Select Task.




3. Fill in the required fields :

> Title - the name of the task
> Task type - if it's business or personal
> Priority

4. Add due date.
*You can skip this.

5. Connect task to a contact.
*Do this only if the contact is already in the system.

6. Write your notes.

7. Click Save.


 

 

All testimonials and success stories on our website are from members of Your Freedom Project and they're not compensated for their testimonials and endorsements.
Shaklee Corporation is not affiliated with and does not endorse Your Freedom Project.


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