Creating a task
From the top menu, choose Tasks > Create. Here you can follow the onscreen options to creating a task. Some settings such as Team will not show until you see the Account > Settings tab and create your Teams. Other fields such as Assigned to, and Client can be added to by visiting the Contacts top menu item and the Users icon in the upper right corner. (see more settings bellow)
NOTE: Adding a Team, Contact or User is only available to Admins
Creating a Contact
From the top menu, choose Contacts > Create Contact. Here you can follow the onscreen options to creating a contact. Some settings such as Contact Status and Contact Tier will not show until you see the Account > Settings tab and create your Contact Status and Contact Tier there.
NOTE: Adding a Team, Contact or User is only available to Admins
Creating Teams, Contact Categories and Contact Status designations
To add or update account settings, first, in the upper right corner, see the Account > Settings tab and create your Teams, Contact Status and Contact tiers. Some of these settings are better set before you start creating tasks.
NOTE: Adding a Team, Contact or User is only available to Admins