You can create a meet in person or action item task for accounts in Upscale. To create an account task -  

• Go to the Accounts section

• You can either,

  • Hover on the existing account and click on Create Task icon
  • Go to an Accounts Profile and click on Create Task icon
  • Select multiple accounts from the list of accounts and click on Create Task icon

• In the dialog that appears, choose the Task Type, Priority and Owner of the task
• Select a Date and Time for the task to be performed
• If you want to look at some notes while executing this task, you can add a quick note in the Task Notes
• Click on Create

Your task will be added successfully to the Tasks section for the given date and time. 

Further, you can learn more about tasks in detail. 

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