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To create a task against the entity viewed, select the plus icon

FuncDropdownIcon.png

and then select Task.

TaskNew2a.png

After that input the pertinent details,

Task1b.png

Use the calendar picker to choose the appropriate date

The entry is saved as a communication and as a task

TaskList1b.png



To update the content in the list items edit the

 CommunicationOfficeIntSmall

screen in CRM.

Some fields like subject and Company/Person/Case/Oppo are hard coded to appear.