COFFEE Help Center
    Main WebsiteContact Support

    Creating Tasks and Follow-Up Activities

    Create a task attached to a specific contact so you remember to call or email them later.

    For: All Users
    Time: 3 minutes

    Instructions

    1

    Open the Contact

    Go to a Contact record or open their thread in Conversations.
    2

    Navigate to Tasks

    In the right-hand column, click on the "Tasks" tab.

    [SCREENSHOT NEEDED: Tasks tab in the right column]

    3

    Add New Task

    Click "Add New". Enter a title (e.g., "Call to check on proposal"), a description, assign it to a user, and pick a due date.

    [SCREENSHOT NEEDED: Task creation form]

    4

    Viewing Your Tasks

    You can see all your pending tasks by clicking "Dashboard" in the main menu and scrolling down to the "Tasks" widget.

    [SCREENSHOT NEEDED: Tasks widget on the main Dashboard]

    What Success Looks Like

    • The task is saved.
    • It appears on your dashboard.
    Last updated: 10/1/2026