Learn how to transfer a completed task and all of the information into a record.

Steps to Transfer a Task to a Record - Mobile

1. Navigate to the tasks page.
2. Identify the completed task you wish to transfer to a record (using the filters if needed).
3. Select ‘View’.
4. Select ‘Create record’.
5. Make any changes to the new record that you wish including adding tags.
6. Select ‘Save’.

Steps to Transfer a Task to a Record - Desktop

1. Navigate to the tasks page.
2. Identify the completed task you wish to transfer to a record (using the filters if needed).
3. Select ‘View’.
4. Select ‘Create record’.
5. Make any changes to the new record that you wish including adding tags.
6. Select ‘Save’.

Best Practices:

• This can be also done in reverse, where you can save a record as a task. To view this lesson in reverse, click Transfer Record to a Task.