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Folllowing List for Post: I would like to start a new task for a customer
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Folllowing List for Post: I would like to start a new task for a customer
[this list is visible for admins and agents only]
Colin,
If you are just looking for ways to add a task there are several. Check our the Create a Task article for more info.
Tasks can be added from the List View, Table View, Gantt Chart, as well as the green plus sign at the top of the workspace.
Hope that helps