Add a New Task
1- Locate the "Tasks" tab under your LionDesk menu
2- Click on "New Task"
3- The Add New Task window will appear and you can then add the information for you new task
4- When you are finished, click “Save New Task”
5- You will see the new task appear in your lists of tasks
Add a New Task Directly on the Calendar
1- Locate the "Calendar" tab under your LionDesk menu
2- Click on the day you want the task on
3- A window will open up
3- Fill in the Description of the task/reminder you are adding, “When” and how you want to be reminded, and who is the customer assigned to that task.
4- When you are done just click “Save New Task”.
5- The new task will appear automatically on your calendar.