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Task Management

Creating and Editing Tasks
Getting Started with Tasks Creating and Editing Tasks Task Lists: Organizing Your Tasks Recurring Tasks Assigning Tasks to Team Members Bulk Task Actions, Moving, and Copying Tasks Task Templates Task List Templates Filtering, Searching, and Sorting Tasks Task Notifications and Reminders Viewing Tasks on Contacts, Companies, and Households Exporting Tasks to CSV Using Tasks in Workflows

Task Management

Getting Started with Tasks Creating and Editing Tasks Task Lists: Organizing Your Tasks Recurring Tasks Assigning Tasks to Team Members Bulk Task Actions, Moving, and Copying Tasks Task Templates Task List Templates Filtering, Searching, and Sorting Tasks Task Notifications and Reminders Viewing Tasks on Contacts, Companies, and Households Exporting Tasks to CSV Using Tasks in Workflows

Creating and Editing Tasks

Tasks help you track individual action items with the context your team needs, including who owns the task, when it is due, how important it is, and which contact or appointment it relates to.

Creating a Task

  1. Go to Tasks.
  2. Click Actions → Create task.
  3. Fill in the task details.
  4. Click Save.

Tip: You can also create a task from a contact record. When you do, the task is automatically linked to that contact.

Task Fields

When creating or editing a task, you can use the following fields:

Field Description
Title A short, descriptive task name. This field is required.
Notes Extra details or instructions for the task. Supports rich text, and you can mention other users to notify them.
Due date The date the task should be completed by.
Due time An optional time for the due date. If a due time is set, reminders are sent 15 minutes before the task is due.
Priority Choose High, Medium, Low, or None.
Status Choose Not Started, Under Progress, Completed, or Cancelled.
Owner The user or team responsible for completing the task.
Additional assignees Other users who should also see the task and receive notifications.
Task list The list this task belongs to. Leave this blank to keep the task in the Inbox.
Category An optional category for organizing and filtering tasks.
Contact Link the task to a contact so it appears on that contact’s record.
Appointment Link the task to a specific appointment for added context.
Visibility Choose Visible to all users or Visible to me only.
Documents Attach files to the task if needed.

Task Statuses

Every task has a status that shows its current stage.

Status Meaning
Not Started The task has been created, but work has not begun yet. This is the default for new tasks.
Under Progress Work on the task is actively underway.
Completed The task has been finished.
Cancelled The task is no longer needed.

How to change a task’s status

You can update a task’s status in several ways:

  • From the task row menu, click Change Status To
  • Open the task details panel, then use Actions
  • Use bulk actions to update multiple tasks at once

Priority Levels

Priority When to Use It
High Urgent or time-sensitive tasks that need immediate attention.
Medium Important tasks that should be completed soon, but are not urgent.
Low Tasks that can wait.
None No priority has been assigned yet.

Editing a Task

You can edit a task at any time.

  • Click the task title to open the task details panel, then click Actions → Edit
  • Or click the three-dot menu on the task row and select Edit

Any of the task fields listed above can be updated later.

Quick Actions from the Task Row

The three-dot menu on each task row gives you fast access to common actions:

  • Change Status To
  • Edit
  • Reschedule
  • Assign owner
  • Move to list
  • Duplicate
  • Upload document
  • Delete

If the task is linked to a contact, you may also see:

  • Call
  • Create appointment
  • Send email
  • Send text

Filtering by Status

Use the Filter by status dropdown at the top of the task table to view tasks by their current state.

  • All — all tasks
  • Open — tasks that are Not Started or Under Progress
  • Not started
  • In progress
  • Completed
  • Cancelled
  • Recurring

Best Practices

  • Use clear, action-based titles so anyone can understand the task quickly.
  • Set a due date whenever possible so the task appears in the right view, such as Today or Overdue.
  • Link tasks to contacts when the task relates to a specific person.
  • Use the Notes field to give the assignee enough context to complete the task.
  • Reserve High priority for truly urgent work.
  • Use Cancelled instead of deleting a task when you want to preserve a record of what was planned.

Frequently Asked Questions

Can I create a task without a due date?

Yes. Tasks without a due date will not appear in Today, Overdue, or Upcoming, but you can still find them in their task list or in the Inbox.

What happens when I mark a task as Completed?

The task moves to Completed and no longer appears in the default Open view.

What is the difference between the Owner and the Creator?

The Creator is the person who created the task. The Owner is the person or team responsible for completing it.

What is the default status for a new task?

New tasks start as Not Started.

Can I create custom task statuses or custom priority levels?

No. The available statuses and priority levels are fixed.

Can I attach more than one document to a task?

Yes. You can upload multiple files to a task.

Need help? Contact support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.