Create a new task

Select the (Tasks) tab from the Inquiry Details pane.
Select New Task.
Select the Task Type and Task State.
Enter a Short Description.
Enter a Detailed Description of the task.

Be specific regarding the task activities, because this aids the assignee in completing your task.

Set a Reminder Date and Due Date for the task.
Select Add to assign the Assignment Group, and then select Add again to assign to a particular assignee.
View image
Upload any necessary attachments.

Select Submit.

If you are experiencing an InquiryPoint issue, please open an inquiry using Contact Service Technology as the client and Client360 B2B Internal as the product.