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Tasks can be created automatically from meeting notes, sequences, projects, and workflows. You can also create them manually at any time.

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Create a task

1

Open the task creation dialog

Click New task on the Tasks page, or press Shift + T from anywhere.
2

Enter a title

Type a clear, concise name for the task. The title supports @mentions to reference team members or records.
3

Add a description (optional)

Provide detailed instructions or context. The description also supports @mentions.
4

Set task properties

Use the toolbar buttons to set:
  • Priority — urgent, high, medium, or low
  • Label — a color-coded tag for categorization
  • Assignee — a team member or team
  • Relationship — link to a client, prospect, other contact, or business
  • Due date — an all-day or specific-time deadline
5

Click Create

The task is created and assigned. The assignee and collaborators are notified.
You can also create a task from a record’s page by clicking the Tasks tab and adding a task there.

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Collaborators

Collaborators are team members who receive notifications when a task is updated. Add or manage collaborators using the people icon in the top-right corner of the task creation dialog. The assignee is automatically added as a collaborator. The current user is also added as a collaborator by default.

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Attachments

Attach files to a task using the paperclip icon in the footer of the task creation dialog. Tasks support up to 20 file attachments.

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Apply a task template

If your team has created task templates, click the template icon in the footer to apply one. Selecting a template pre-fills the title, description, priority, label, assignee, and deadline offset. Learn more about task templates

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Create a recurring task

Toggle the repeat icon in the footer to set up a recurring schedule. Configure the first due date, repeat interval, and unit (days, weeks, or months). Learn more about recurring tasks

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Create more

Toggle the Create more switch in the footer to keep the dialog open after creating a task. The relationship (client, prospect, other contact, or business) is preserved between tasks.

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Pin the dialog

Click the pin icon to pin the task creation dialog. A pinned dialog stays open while you navigate, so you can reference other information while creating the task.

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Keyboard shortcut

Press Cmd + Enter (Mac) or Ctrl + Enter (Windows) to create the task without clicking the button.