Add a Task - SharePortals

Go to the list view for the relevant entity type (e.g. Accounts/Contacts etc.)
Click the record you want to add a task for:

This will take you to a new page showing the record overview.
Click Tasks on the right-hand pane to show a list of your current tasks for this record. In this example, none have been created so far, so the list is empty:
Click the green Add Task button, which will open up an information form for the new task:
Enter information about the task and assign it to yourself or the relevant user:
Now click Save. This will return you to the record overview, with the new task showing under Tasks:

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