How to Create Task

Last reviewed: June 9, 2026

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On this page

Use this workflow to create a CRM follow-up task or log a new activity.

When to use this workflow

Create a task when someone needs to complete follow-up work in the future. Log a completed activity when the work already happened and should become part of the CRM history.

Before you start

Know whether the activity relates to a customer, prospect, opportunity, or no company. If the task is for an opportunity, selecting the opportunity helps PAX keep the follow-up tied to the correct pipeline record.

Steps

  1. Open Dashboard > CRM > Tasks.
  2. Select + New Activity.
  3. Choose Activity Type. Use Task for follow-up work, or choose the type that matches the completed activity.
  4. Choose Priority.
  5. Enter Subject.
  6. Add notes if needed.
  7. Choose the related company type and company, unless the activity should not be tied to a company.
  8. Link an opportunity if applicable.
  9. Choose the date.
  10. Leave Completed unchecked for future work, or check it if the activity is already done.
  11. Save the activity.

What happens behind the scenes

PAX saves the record in the CRM activity log.

If Completed is unchecked, the selected date is saved as the due date.

If Completed is checked, the selected date is saved as the activity date.

If an opportunity is selected, PAX links the activity to the opportunity and to that opportunity's prospect or customer.

Creating a task does not create a quote, Sales Order, invoice, campaign email, or accounting entry.

Troubleshooting

Subject is required

Likely cause: The required subject field is blank.

Safe fix: Enter a short description of the task or activity.

Contact support if: The subject is entered but PAX still blocks the save.

I cannot find the opportunity

Likely cause: The opportunity may be linked to a different company than the one selected.

Safe fix: Select the correct customer or prospect first, then choose the opportunity.

Contact support if: The opportunity exists but is not available.

The task immediately appears as completed

Likely cause: The Completed checkbox was selected before saving.

Safe fix: Open the activity and clear Completed if the work still needs follow-up.

Contact support if: The completed status cannot be changed.

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