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How to create a task in Apollo.ai

Overview:

Streamline your task management in Apollo.ai with this comprehensive guide on creating tasks. Elevate your productivity by efficiently organizing and categorizing your assignments. Enhance user experience with clear navigation through relevant task details, ensuring seamless identification and execution. This step-by-step guide empowers you to optimize task creation in Apollo.ai, promoting efficiency and clarity in your project management within the platform.

1. Navigate to the home page.

1 Click on "Home"

2. Find and click on the Tasks area.

2 Click on "Tasks"

3. Select the option for a New Task.

3 Click on "New Task"
4 Click on "Contact"

5. Identify the contact/account for this task.

5 Click on "Google"

6. Input your task details in the blank field.

6 Click here

7. Specify your chosen Task mode.

7 Click on "Call"

8. Customize your task settings as desired.

8 Click on "7:45pm"

9. Complete the process by creating your task.

9 Click on "Create task"

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