New ways to create, organize, and update tasks

06/15/2026

Tasks are now easier to create, review, and update across LeadCenter. You can create and edit tasks from a slide-out panel without leaving your current page, review tasks by workflow, take bulk action from Kanban, and see more context when tasks are linked to lists or appointments.

What’s Included

Create and edit tasks from a panel — Open the task panel from key places across LeadCenter, including Tasks, contacts, appointments, the quick-add menu, and activity records like emails, SMS, calls, form submissions, and notes.
Group by Workflow — The Tasks page now includes a third view that groups tasks by Workflow and Workflow Step.
Bulk actions on Kanban — Select task cards on Kanban and use the same bulk action bar available in the List view.
More task context — Task notifications and task detail views now show task list and LeadCenter appointment details when they are available.
More scheduling and task details — Add a start time, track estimated work hours, and upload multiple documents when creating or editing a task.

How It Works

When you create or edit a task, LeadCenter now opens a slide-out panel on the right side of the screen. The panel includes the full task workflow, including contacts, owners, due dates, recurrence, notes, attachments, task lists, categories, priority, and visibility.

The new Start at field lets you schedule when work begins. When a start time is set, the due field becomes End at, and LeadCenter shows the task duration. You can also add estimated Work hours and attach multiple documents before saving.

Create task panel showing contact, title, due date, priority, and task details

Create tasks from a slide-out panel without leaving the page you are working on.

The panel opens from task create buttons throughout the app. When you create a task from a contact or appointment, LeadCenter can pre-fill the related contact or link the task to the appointment. When you convert an email, SMS, call, form submission, or note into a task, the relevant details are carried into the task notes.

On the Tasks page, use the view toggle to switch between List, Kanban, and Group by Workflow. The workflow view groups tasks by workflow and step, includes collapsible sections, and remembers your last selected view in your browser.

Tasks grouped by workflow and workflow step on the Tasks page

Group by Workflow organizes tasks by the workflow and step that created them.

On Kanban, select one or more task cards to open the bulk action bar. You can change stage, visibility, owner, due date, task list, creator, or delete selected tasks without switching back to List view.

Kanban task cards selected with the bulk action bar available

Select tasks on Kanban to use the same bulk actions available in the List view.

Task emails and task details now also include task list and appointment context when available. Appointment links open the related LeadCenter appointment, so users can jump to the appointment record for notes, attendees, and meeting context.

Please note: Kanban select-all actions apply to tasks that are currently loaded. Scroll to load more tasks before selecting again if you need to include additional cards.

Why It Matters

Less page switching — Create or edit tasks from the page you are already working on.
Faster follow-up — Use task templates, attachments, recurrence, and Save & Create another from the panel when entering multiple tasks.
Clearer workflow visibility — Group by Workflow helps teams understand which workflow and step created each task.
Quicker bulk updates — Kanban users can update multiple tasks without moving back to the List view.
Better context — Task list and appointment details help users understand why a task exists and where to go next.

Questions? support@leadcenter.ai

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