View source for Creating a task based on a call

{{#seo: 
|title=Creating a task based on a call 
|titlemode=append 
|keywords=planfix, tasks, calls, telephony, vats 
|description=Creating a task based on a call 
}} 
 
After the call ends, Planfix records information about it in the [[Contacts| contact's]] card. 
 
Additionally, you can select a [[Tasks| task]] in which a link to the call recording and the data tag [[Calls]] will be placed. 
 
You can not only select one of the existing tasks in the system but also create a new one - for example, if this was the first call from a new customer that requires further processing: 
 
https://s.pfx.so/pf/Zo/Vo7in9.png
 
When you click on the "New task" button, select the role in which the contact will participate, as an assignee or as a counterparty: 
 
https://s.pfx.so/pf/Cg/wH33Hc.png
 

== Go To == 
*[[Virtual PBX]] 
*[[Contacts]] 
*[[Tasks]]