Applicom

Quick create case and deal tasks

Hi there!

those of you who are using the Add Task modal dialog a lot, rejoice!

As you may already know, the Add Task modal dialog is a handy dialog you can reach anytime by clicking on the little task icon near the timers (bottom left on the screen).

This modal dialog can be used to quickly create a task on any project or contact you have access to.

In the last Apollo update, we added the ability to create tasks connected to Cases or Deals directly from this dialog as well.

For references about what Cases and Deals are in Apollo and what they can be used for, have a look at this faq.

Once you click on the Case or Deal button, you'll be able to either use the incremental search (results will narrow down as you type) or you can just see them all by clicking on the down arrow button (don't worry there's pagination in place).