Company: Diary & Tasks

About

Tasks are built into the RecruitOnline system and can be linked to specific Client and Contact records. In the Client view - the Diary & Tasks tab includes the following;

• Add Client Task - method to add a task to the client that you are working on
• Client Tasks - previously added tasks to the client you are working on
• Activity Sets - method to link an Activity Set to a client
• Add Projects - method to add a project to the client you are working on
• View Projects - method to see previously added projects to the client you are working on
• View Opportunities - method to see previously added opportunities to the client you are working on

Related Pages

• Clients
• Diary - Day
• Tasks