Tasks

How do I manually create a new task?

Click + New task in the top-right. Fill in:

  • Title (required)
  • Client — link the task to an active client
  • Owner — the manager who picks up the task
  • Deadline — date by which the task must be done
  • Description — optional extra context, links or instructions

After saving, the task is also immediately pushed to GoHighLevel (provided the client has a GHL link).

Related

More on tasks.

Where do I find the tasks page?

Open Tasks in the sidebar. At the top you see two tabs: Workload (the active task list or kanban) and Overview (aggregat…

How do I filter tasks by deadline?

At the top is the deadline-filter strip: Overdue, Today, This week, This month and No deadline. The badge next to each f…

How do I filter by client or employee?

Next to the deadline filters are two dropdowns: Client and Employee. Pick one or more values to update the list instantl…

What is the difference between list, kanban and calendar view?

List — flat sortable table, quick to scroll, ideal for bulk actions. Kanban — columns per status (Open, In progress, Wa…

How do I assign a task to an employee?

Open the task → click the Owner field → pick an employee. That person immediately receives an in-app notification and (i…

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