Enter To-Do items related to an account, contact, or lead.

Name

Enter the name of the to-do task.

Status

From the drop-down list, select the current status of the task, such as Open, Done, or Not done.

Refer to type

From the drop-down list choose the category the To-Do item is related to: Account, Lead or Contact.

Refer to name

From the drop-down list choose the name of the related account, lead or contact. The options available in the drop-down list depend on the value selected in the Refer to type drop-down list.

Priority

Enter a priority that reflects the importance of completing the task.

Description

Enter a brief description of the task.