How to Create a Client Task in Fullness CRM

The Client Tasks feature in Fullness CRM allows you to create and manage tasks that are directly linked to a specific client. This helps teams track work, follow up on client needs, and keep all client-related activities organized within the CRM.

Follow the steps below to Create a Client Task in Fullness CRM.

1. Navigate to Client Management
   • From the Fullness CRM dashboard, locate the side menu.
   • Click on the Client Management section.
2. Open the Client Profile
   • From the client list table, select and open the client profile you want to create a task for.
3. Open the Tasks Section
   • Once inside the Client Profile page, navigate to the Tasks section using one of the following options:
     • Click the Tasks tab in the top menu bar, or
     • Open it through the Quick Actions tab on the main client profile page.
4. Create a New Task
   • Inside the Tasks section, click the Plus (+) button to create a new task.
5. Fill Out the Task Form
   • A task creation form will open. Complete the required sections, including:
     • Basic Information
     • Assignment
     • Schedule & Priority
     • Budget
6. Save the Task
   • After filling out the relevant information, click the Save / Create Task button to create the Client Task in Fullness CRM.