1. Use the search function on the top left corner of the page.

2. Enter a keyword or a phrase that is related to the record that you are looking for. You can use specific word/s to narrow down the search (e.g. record ID number, etc). Then click the result that you are looking for.

3. Click Activity tab and then click "Add New" button.

4. Select Task and then a pop up will a appear.

5. Enter the subject, the priority level and select your user (assigned user). Then enter the description of the task and click save.

Did this answer your question?