âī¸Tasks Overview
How to use Tasks to keep track of and manage your teams' activities
On the left-hand menu, below Inbox and above Campaigns, you will find an area to create and manage tasks as they are assigned to your team.
In this article, we'll show you a brief overview of this page and how you can use it to keep track of your teams' activities.
Keep in mind: we recommend using this along with the Sales Pipeline tool. However, the pipeline tool is not required to use Tasks.
![](https://help.gleantap.com/~gitbook/image?url=https%3A%2F%2F312952119-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FaFKpjLzPT7iDAWD0tQXo%252Fuploads%252FGpKRUrb0MAFsRWmXuM1k%252F1671142933_Screen%2520Shot%25202022-12-15%2520at%25204.21.10%2520PM%2520%281%29.png%3Falt%3Dmedia%26token%3D9fd3ba83-e9b5-4cf6-9bb0-0eb9743a681a&width=768&dpr=4&quality=100&sign=74da2bd&sv=1)
Creating a Task
Assigning tasks is a great way to designate work to your team and keep track of how everyone's progress is coming. The first thing we'll cover is how to create a new task.
Click on the green + button on the top right to open the below screen.
![](https://help.gleantap.com/~gitbook/image?url=https%3A%2F%2F312952119-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FaFKpjLzPT7iDAWD0tQXo%252Fuploads%252FqbJNL0NO9xcqvB0huycf%252F1671143826_Screen%2520Shot%25202022-12-15%2520at%25204.21.31%2520PM.png%3Falt%3Dmedia%26token%3D1eba691d-57cf-47c1-b394-6c9d07211608&width=768&dpr=4&quality=100&sign=53b65d1&sv=1)
On this screen, you can add a title to the task, add a due date for the task, assign the task to a member of your team (as well as a user in your platform the task relates to), what kind of task it is, a description of what the task involves, and a document upload option if that is required to complete the task.
Once assigned, the task will appear in the main tasks area, sorted by when the task is due.
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