Bitrix24 Community

Support » Forum » CRM » Assigning Tasks to Contact
Pages: 1
RSS
Assigning Tasks to Contact, Task
Hello,

I am new to Bitrix and have just entered a few contacts into the system.  What I want to do, that I can't figure out, is to be able to assign a task to a contact.  For instance, I need "reminders" to follow up with contacts, or to call someone in a month (or in 3 months) or to send an email.  I want to use a reminder/task to show up on the calendar at a specific date/time in the future.  

I can't seem to figure out how to do this.  The tasks that I've set up seem to use a "deadline" so the system then seems to make the task go from now until that date on my calendar and that's not what I want.  

I just want a task that is connected with my contact John Smith, that pops up on my calendar for August 16, to remind me to call him.  

Can this be done?  I'm sorry but I've just been unable to figure out how to do this and would greatly appreciate any help.  Thank you!
:-)
Hi Melissa,

you can do that as follows (see pictures)

1) open your contact's record, (VIEW), click on "task"
2) if necessary, click on More to open extended form
3) click on Add Reminder
4) select date/time, who will be alerted and if the alert is to be sent via email or IM
5) Save.

This task is linked to the contact record, you may also associate it to a project/group (Sales?)

You may find more FAQs for new Bitrix24 users here:
http://radsolucoes.com.br/en_us/bitrix24-faq-eng

I recommend especially this one:
http://radsolucoes.com.br/en_us/bitrix24-faq-eng/71-how-to-use-bitrix24-keeping-the-records-linked

Have fun!
Ronaldo
---
Ronaldo Radünz

Bitrix24 Gold Partner
http://www.radsolucoes.com.br
Thank you Ronaldo...I appreciate your help. I was able to set a task so that's great.  

How do I do this from my phone app?  Can't seem to figure that out either!  

Thank you! :-)
Melissa,

Unfortunately it looks like this functionality is not available in the app yet (my O.S. is Android).
---
Ronaldo Radünz

Bitrix24 Gold Partner
http://www.radsolucoes.com.br
Thank you so much Ronaldo! I really appreciate your willingness to help me!  Blessings! :-)
Pages: 1
2,000,000+
organizations
are already using Bitrix24