Step 1: In the top menu bar, click the "CRM" dropdown and select "Tasks".
Step 2: Click the "Add New Task" button. A pop-up form will appear, allowing you to create a new task.
Step 3: Enter the required details for your task, then click "Add" to save it.
Step 4: To edit an existing task, click the three-dot menu on the right side of the task, then select "Edit".
Step 5: After making your changes, click "Update Task" in the pop-up to save your updates.