How to Create a Task
Tasks turn ideas into action. Each task can have a due date and time, an assignee and a linked contact.
Create a task
- Open Tasks from the menu.
- Select New task.
- Enter a Task name, for example "Follow up with Sara Lin".
- Add a Description with any details, links or context (optional).
- Choose a Due date and Time (optional).
- Choose who it is for in Assign to team member. It is assigned to you by default.
- Select Attach a contact to link a contact (optional). Search by name, email or company.
- Select Create task.
Other places to create tasks
You do not need to open Tasks every time. You can also create a task from:
- The Dashboard quick actions
- A contact, with Add task
- A Smart Meeting's Action items
- A phone call summary
- An automation, with the Create task action
Tip
Link tasks to a contact to track all the work you owe them. The task then also appears on that contact.