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Link Task to Lead
How do I create a new task (to show up in my open tasks) and have it linked to a contact or lead?  The tasks I schedule from within the leads view do not show up in my open tasks.
Hi Jeff,

Actually both tasks created in CRM section (fr om concrete lead for example) and also tasks created in my workspace>tasks section and bind to CRM item - should be displayed in your my workspace>tasks section.

Please check the tasks filters - if the task you're missing is not deferred (postponed) ("showing tasks" filter), if you have created this tasks ( or set "showing all" filter). Please also check the sections above - ongoing, assisting, set by me, following, all.

Please advise if the problem still exists? If yes please provide the following screenshots: 1 - of this task opened (details). 2 - of the tasks list wh ere you cannot find it (so that the filters are seen).

Thank you.


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