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.
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.
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.