This page allows for the creation of new and editing of existing 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.
Priority
Enter a priority that reflects the importance of completing the task.
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.
Description
Enter a brief description of the task.