Create Task

Create Task allows you to create, assign easily, and track tasks for yourself, a team member, or an internal group.

Tasks help ensure work is clearly assigned, prioritized, and completed on time.

How to create tasks

1. Go to Tasks

2. Select Create

3. Fill in the task details:

   • Title

   • Due date

   • Status (task stage, can be updated anytime)

   • Priority

   • Assigned to (team member or group)

   • Epic and sprinted (if needed).

   • Associations (related contacts, customers, or deals)

   • Attachments (optional)

4. Add the task’s description (if needed).

5. Click Create Task.

   
   
   

   Managing tasks

   Once created, tasks can be:

   • Updated at any time

   • Reassigned to another team member or group

   • Marked as completed when finished

   Tasks remain visible across related contacts, customers, and deals for better tracking.