To create a task in BestNotes, click on the clipboard with a green plus icon in the upper left hand side of the screen.
A new task window will come up. In this box a user can enter the subject and details of the task. They may also set the due date, assign this to other BestNotes users or set a priority and a status. Tasks can be made invisible to other users by checking the Private box. This feature is only helpful in the case of setting up a task from a contact's page.
To open an existing task, click on it. Once a task is opened, it can be assigned to someone else using the 'Assigned to' drop down box and priority can be changed. The task can also be marked as Pending, In-Process, or Complete.