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Tasks can be created manually at any time, or automatically from meeting transcripts, sequences, projects, and automations.

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Create a task

1

Open the task creation form

Click + New task on the Tasks page, or press c then t from anywhere in Slant.
2

Enter a title

Type a clear, action-oriented 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 supports rich text formatting and @mentions.
4

Set task properties

Use the toolbar buttons to configure:
  • Priority — urgent, high, medium, or low
  • Label — a color-coded task label
  • Assigned — a team member, team, or user reference field
  • 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 receive a notification.

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Create a task from a record

On any client, prospect, other contact, or business page, click Add task in the header. The task is automatically linked to that record.

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Apply a template

If your team has set up task templates, click the icon in the footer of the creation form. Select a template to pre-fill the title, description, priority, label, assignee, and deadline.

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Set up recurrence

Click the icon in the footer to make the task recurring. Configure the first due date, repeat interval (1—12), and unit (days, weeks, or months).
When recurrence is enabled, the due date is set in the recurrence configuration instead of the due date selector.

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Collaborators

Add collaborators using the + button in the top-right corner of the creation form. Collaborators receive notifications when the task is updated. The assignee is automatically added as a collaborator.

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Attachments

Click the icon in the footer to attach files. Tasks support up to 20 file attachments, 10 MB each. Accepted file types include PDF, DOCX, TXT, CSV, XLSX, XLS, PNG, JPEG, and GIF.

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Create more

Toggle Create more in the footer to keep the form open after creating a task. The relationship is preserved between tasks so you can quickly create multiple tasks for the same record.

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Pin the form

Click the icon in the top-right corner of the form to keep it open while you navigate. This lets you reference other pages while filling in task details.

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FAQ

Yes. If you have access to multiple books, a book selector appears in the creation form. Select the target book before creating the task.
All members of the team receive a notification. The task appears in each team member’s task list when filtered by assignee.
Press Cmd + Enter (Mac) or Ctrl + Enter (Windows) to create the task without clicking the button.

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Next steps

Managing tasks

Edit, complete, and organize tasks

Recurring tasks

Set up tasks that repeat on a schedule

Task templates

Create reusable task templates