Help Center

Getting Started with Tasks

Page referenced in this article: Tasks page.

The Tasks page is your central place for managing follow-ups, reminders, and action items. Whether you are tracking your own work or coordinating with your team, Tasks helps you stay organized and on schedule.

Open the Tasks Page

Click Tasks in the main navigation to open the Tasks page.

The page has two main sections:

• Left sidebar — quick views, task lists, and owner filters
• Main area — the task table, search, filters, and bulk actions

Use the Sidebar

The sidebar gives you quick ways to focus on the tasks that matter most.

Default task views

• Today — tasks due today
• Overdue — tasks with a due date in the past that are not completed or cancelled
• Upcoming — tasks due in the future
• Inbox — tasks that are not assigned to a task list

Each view shows a count so you can see how many tasks are in that group.

Task Lists

Below the default views, you will see your Task Lists. Click a task list to show only the tasks in that list.

Owner Filter

At the top of the sidebar, use the owner filter to view tasks by:

• All — all task owners
• User — a specific team member
• Team — a specific team

Understand the Main Task Table

The main table shows your tasks and lets you search, filter, sort, and take action. Common columns include:

• Task name
• Status
• Priority
• Owner
• Due date
• Category
• Task list

The exact columns you see may vary depending on your view and screen size.

Use the Actions Menu

In the top-right corner of the Tasks page, click Actions to access:

• Create task
• Create task list
• Task templates
• Download CSV

Create Your First Task

1. Click Actions.
2. Select Create task.
3. Enter the task details.
4. Click Save.

You can also create a task from other places in LeadCenter, such as a contact record. When you create a task from a contact, the task is automatically linked to that contact.

Create Your First Task List

Task lists help you organize related tasks together. For example, you might create lists for:

• Client Onboarding
• Weekly Follow-Ups
• Marketing Projects
• Operations Tasks

1. Click Actions.
2. Select Create task list.
3. Enter the task list name.
4. Click Save.

Once created, the task list appears in the sidebar.

Create a Task from a Contact

You can also create tasks directly from a contact record. When a task is created from a contact, LeadCenter automatically links the task to that contact so it appears in both places: on the contact record and on the main Tasks page.

1. Open the contact's details page.
2. Open the Tasks section or tab on the contact record.
3. Click + Create Task.
4. Enter the task details, including:
   • Task name
   • Owner
   • Due date and time
   • Priority
   • Category
   • Task list, if applicable
   • Notes, if needed
5. Click Save.

After saving, the task appears on the contact record and on the Tasks page. From the Tasks page, you can manage it like any other task, including updating the owner, changing the status, moving it to a task list, or marking it complete.

Tasks created from a contact are linked automatically. If you create a task from the main Tasks page, make sure to select the related contact if the task should appear on that contact's record.

Quick Actions from a Task

Each task row includes a menu with quick actions such as:

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

These contact-related actions are available only when the task is linked to a contact. If the task is standalone, you can still manage the task itself, but contact actions such as Call, Send email, Send text, and Create appointment will not appear.

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

• Call
• Create appointment
• Send email
• Send text

Best Practices

• Start each day with the Today view to focus on what needs immediate attention.
• Check Overdue regularly so old tasks do not pile up.
• Use the Inbox as a temporary holding area, then move tasks into task lists for better organization.
• Use the owner filter to review workload across your team.
• Create task lists for repeatable processes so related work stays together.

Frequently Asked Questions

What is the difference between Today and Upcoming?

Today shows tasks due today only. Upcoming shows tasks due in the future.

Why do some tasks appear in the Inbox?

Tasks appear in the Inbox when they are not assigned to any task list. You can move them to a task list at any time.

Can I rearrange the default views in the sidebar?

No. The default views such as Today, Overdue, Upcoming, and Inbox stay in place. However, you can reorder your custom task lists.

Can I create a task from a contact?

Yes. Open the contact's details page, go to the Tasks section or tab, and click + Create Task. The task will be automatically linked to that contact.

Where do contact-linked tasks appear?

Contact-linked tasks appear on the contact record and on the main Tasks page.

Can I link a task to a contact after creating it from the Tasks page?

Yes, if the task includes a contact field. Open the task, select the related contact, and save your changes.

What happens to contact-linked tasks if the contact is deleted?

The tasks stay attached to the contact record. If the contact is restored from Trash, the linked tasks return with the contact's activity history.

Need help? Contact support@leadcenter.ai.