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.
2. Find and click on the Tasks area.
3. Select the option for a New Task.
4. Choose how you'd like to link your task.
5. Identify the contact/account for this task.
6. Input your task details in the blank field.
7. Specify your chosen Task mode.
8. Customize your task settings as desired.
9. Complete the process by creating your task.
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