video1.0<iframe src="https://www.loom.com/embed/4b06f310ecd74ef3bba7e3f5e6bf3ba2" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/4b06f310ecd74ef3bba7e3f5e6bf3ba2-f6b426587f8b8120.gif59.28In this video, I walk you through the steps to create a task in our CRM system. I cover how to select the opportunity, name the task, assign it to team members, and set a due date. It's important to remember to notify assignees so they receive an email about the new task. I also show you how to mark tasks as complete once they're done. Please make sure to follow these steps for efficient task management!