# Tasks Overview

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.&#x20;

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.&#x20;

<figure><img src="/files/orRCHQJMKDq5ajjpXQEG" alt="" width="563"><figcaption></figcaption></figure>

### 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.&#x20;

Click on the green + button on the top right to open the below screen.

<figure><img src="/files/kD61hOwGNRbsS6FTPQH0" alt="" width="355"><figcaption></figcaption></figure>

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. <br>

Once assigned, the task will appear in the main tasks area, sorted by when the task is due.&#x20;


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# Agent Instructions: Querying This Documentation

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```
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```

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
