When setting up task scheduler for keeping records:
-First log into SayPro, on the top left corner click on dashboard.
-On the left-hand side check for SayPro JetPack CRM.
-Under Jetpack CRM click on task scheduler.
-Once you are on task scheduler click on add new task.
-Under task information there is task name, enter the communication/task name.
-Below the task name select your name to indicate you are the one who set the task.
-On the right hand side of your name select the date when the task was set and the due date.
-Then type in the task description.
-Below the task description there is contact, select the contact of the client which you interacted with together with the company under it.
-Once done click on save event on the top right to save the task.
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