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Tasks are created automaticlally from several sources, including action items from meeting notes, tasks created when a contact is enrolled in a sequence, or from tasks created when a contact is added to a project. However, you can also create tasks manually as needed.

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Adding a task manually

The easiest way to manually create a task is to ask your AI assistant to create one for you. However, you can also manually create a task when you navigate to the Tasks page.
1

Click the '+ New task' button.

2

Enter the task title and description.

3

Set a due date.

4

Assign team members, add collaborators, and associate with a household or contact if needed.

You can use the keyboard shortcut Shift + T to add a task.
Alternatively, you can create a task from a contact’s page by either clicking the Add task button in the top right, or navigating to the Tasks tab on the contact’s page and clicking the Add task button. When creating a task, you’ll have access to several fields and assignment options.

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Essential fields

  • Title
    • A clear, concise name for your task.
    • Can include @mentions to reference team members or clients.
  • Description
    • Detailed information about the task.
    • Can include @mentions and additional context.
  • Due date
    • Set a deadline for the task.
    • Can be set for all-day or a specific time.

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Assignment options

  • Assignee
    • Select a team member responsible for completing the task.
    • The assignee will be notified and can track the task in their dashboard.
  • Collaborators
    • Add team members who should be kept in the loop.
    • Collaborators can view and comment on the task.
    • Note: The assignee is automatically added as a collaborator.
  • Contact association
    • Link the task to a specific client or prospect.
    • Helps organize tasks by contact record.

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Advanced features

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Create more options

Toggle the Create more switch to keep the pop-up open after creating a task. This is useful when creating multiple related tasks, and preserves the contact association between tasks.

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Task pinning

Click the pin icon in the top-right corner to pin the task creation pop-up to keep it accessible while navigating. This is useful for referencing other information while creating tasks.
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