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

1. Open Tasks from the menu.
2. Select New task.
3. Enter a Task name, for example "Follow up with Sara Lin".
4. Add a Description with any details, links or context (optional).
5. Choose a Due date and Time (optional).
6. Choose who it is for in Assign to team member. It is assigned to you by default.
7. Select Attach a contact to link a contact (optional). Search by name, email or company.
8. 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.