Creating tasks is an important part of managing projects and keeping daily operations running smoothly. Structuring tasks with clear titles, descriptions, and deadlines helps your team stay organised, accountable, and on top of their workload. This guide covers everything you need to know to create a task, from assigning it to the right person through to setting a deadline.
Head to the Tasks tab within Contacts to get started, then click the button to add a new task.
In the pop-up modal, you'll find fields for task title, description, assignee, associated contact, and due date. These elements keep your tasks organised and on track.
Title
Give the task a clear, descriptive title. A well-named task is easy to find and identify later.
Description
Adding a description is optional, but it's worth doing if the task needs context or guidance for the assignee. It helps ensure the work gets done the right way.
Due Date
Every task should have a due date. It gives your team a clear timeline and helps them prioritise their workload.
Recurring Tasks
Activate the Recurring Tasks feature to automate the creation of tasks that repeat at set intervals, so you don't need to recreate them manually.
In the "Repeats Every" field, define how often the task should recur (e.g., every day, every two weeks, or monthly).
Specify the end date for the recurring tasks.
Contact
Link the task to a specific contact if required. Associating tasks with contacts helps you keep on top of client and customer relationships.
Assignee
Optionally, assign the task to a specific team member to make responsibilities clear and keep things running efficiently.
Save or Cancel New Task
Once you've filled in the task details, you can either "save", "save and add another", or "cancel". Saving adds the task to your list and links it to the relevant contact. Saving and adding another lets you create a new task straight away. Cancelling will discard the task.
Following these steps will keep your task management tidy and your team communicating clearly.