How to View and Create Tasks in MeasureSquare CRM
In this article, we will cover on how to view and create Tasks within MeasureSquare CRM.
This article applies to MeasureSquare CRM.
Method 1: Create a Task from a Project
Step 1: Navigate to the Project
Go to the Projects section in the left-hand menu and select the desired project.
Step 2: Click "Add Task"
Under the Tasks tab of the selected project, click the "Add Task" button or the paper checkmark icon. This allows you to associate the task with the specific project.
Refer to the screenshot below for guidance:
Step 3: Fill Out Task Information
Fill out the required fields in the Task Information form. Once completed, click "Save" to create the task.
Refer to the screenshot below for guidance:
Step 4: View Created Tasks
After saving, the task will appear in the Tasks Dashboard or under the Tasks tab of the associated project. You can view task details, edit, or mark the task as complete.
Refer to the screenshot below for guidance:
Method 2: View and Create Tasks
Step 1: Navigate to the Tasks Section
Click on the "Tasks" option located in the left-hand menu under Installations. This will open the Tasks Dashboard, where you can view all existing tasks. Use the search bar or filters at the top (e.g., Owner, Assignee, Category, Status) to refine your search and locate specific tasks.
Step 2: Click "New Task"
From the Tasks Dashboard, click the "New Task" button located at the top-right corner. This will open the Task Information form where you can input task details.
Refer to the screenshot below for guidance:
Step 3: Fill Out Task Information
Fill out the required fields in the Task Information form. Once completed, click "Save" to create the task.
Refer to the screenshot below for guidance:
After you click "Save", it'll direct you to your Task Details screen.
Step 4: Navigate your Created Tasks
Go back to the Tasks Dashboard and Utilize the search bar or filters at the top to search for your created Tasks
Refer to the screenshot below for guidance:
In this video we will show you how to create and view tasks from within Measuresquare CRM
Additionally, you may reach out to our Support team at +1-626-683-9188 or anytime at support@measuresquare.com
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