Open search
Click Search in the sidebar, or press ⌘K (Ctrl K on Windows). Type a name, email, address, or reference. Results are grouped by type. Select one to open it. A result from another account shows that account’s name. View all opens the Search page with every match.⌘K does nothing while the cursor is in a text field.
Search page
On Search, press / to focus the field. Click a type, such as Customers, to keep only those results. All brings the other types back. Click a row to open the record. If nothing matches, try different words, or clear the type you selected.Create a task
With search open and the field empty, choose Create task.- Enter a Title. Add a Description if you need one.
- Set Due Date, Priority (Low, Medium, High, or Urgent), and Status (To Do, In Progress, or Done).
- Assignee starts as you. Change it to hand the task to someone else.
- Turn on Mark as important when it should stand out.
- Click Create Task.