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How do I create new tasks in Wealthbox?
How do I create new tasks in Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over 7 months ago

You can create tasks from the Publisher within the Home page, from the Tasks page, or directly from the related contact, opportunity, or project records.

When creating a new task, you can set repeating criteria, assign tasks to other coworkers, and users, and apply a custom category to easily identify and filter to the type of task for better time management. 

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