Creating tasks is a vital part of managing projects and ensuring that daily operations run smoothly.
By carefully structuring tasks with clear titles, descriptions, and deadlines, you can improve organisation, accountability, and overall efficiency within your team.
Head to the Tasks tab within Contacts, then click the Add New Task button to get started.
A popup modal will open with fields for task title, description, assignee, associated contact, and due date.
Title
Assign a clear, descriptive title. A well-named task allows for easy identification and retrieval later.
Description
A task description is optional but recommended — it offers context and guidance to the assignee to ensure the task is executed efficiently.
Due Date
Assigning a due date is essential for every task. It helps team members understand the timeline and urgency, ensuring tasks are completed on time.
Recurring Tasks
Activate the Recurring Tasks feature to automate the creation of tasks that repeat at designated intervals, eliminating the need to manually recreate similar tasks.
In the Repeats Every field, define the recurrence frequency (e.g., every day, every two weeks, or monthly).
Specify the end date for the recurring tasks.
Contact & Assignee
Optionally link the task to a specific contact, and assign it to a team member. Associating tasks with contacts helps in effectively managing client relationships, while assigning to a team member ensures each person is aware of their responsibilities.
Save or Cancel
Once the task is configured, choose one of the following options:
- Save: Adds the task to your list and associates it with the relevant contact.
- Save and Add Another: Saves the task and immediately opens a new task form.
- Cancel: Discards the task without saving.
