How to create new tasks

- [Instructor] Creating new tasks within Salesforce is easy.…You can do this in a variety of areas,…and Salesforce will even proactively prompt you…to create a task at key times.…Like, when you convert a lead into an opportunity.…So, let's look at creating a new task.…Let's say I just had a meeting with Montclair Swimming,…and I have some internal follow-ups to do,…in order to answer some outstanding questions…for this potential client.…So, I'm going to find the account. Montclair Swim.…And I'm going to scroll down, into Open Activities,…and create a new task here.…

And I'm going to put a subject: follow up internally.…I'm going to select a Due Date.…I can select a Priority. Right now, I'll select Normal.…A Status. I have not yet started this, but,…if you wanted to let people know…that something is in progress,…or that you're waiting for someone else,…you have those options.…And I can select a Contact, if I want to,…but it's not required. And this is, of course,…related to the account, Montclair Swimming.…

On the bottom, you'll see I have the ability…