# Creating Tasks

To create a new task, follow these steps:&#x20;

{% stepper %}
{% step %}
#### Add Task

1. Go to **"Calendar"** side menu.&#x20;
2.  Hover your mouse to the due date of the task and click the **"+"** icon. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FMF1ctP6MeqlBH7IP5Jw7%2Fimage.png?alt=media&#x26;token=48ba6ec1-3ecc-4352-9160-d8edd2dad625" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Fill in Task Details

1. Fill in the respective fields:
   1. **Title** – the title of the task.
   2. **Assigned Party** – the person(s) the task is assigned to.
   3. **Associated Clients/Leads** – the client or lead linked to the task.
   4. **Type** – choose one of the following:
      1. **Task** _(default)_
      2. **Call**
      3. **Email**
   5. **Priority** – choose one of the following:
      1. **None** _(default)_
      2. **Low**
      3. **Medium**
      4. **High**
   6. **Deadline** – the due date of the task. This will be automatically filled in to the date you are creating the task on. You can make changes if required.&#x20;
   7. **Remark** – any additional information regarding the task (maximum 5,000 characters).
2.  Click **"Save"** to create the task.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FCDd51ekQhTntudlaKPG5%2Fimage.png?alt=media&#x26;token=84c17e73-0b8c-4540-a4ea-c05f1168dc52" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Admin Activities

1. All tasks created in the **Tasks** tab will also be displayed in the **Client or Lead Detail** page.&#x20;
2.  For more details refer to: [admin-activities](../../4.-leads/viewing-and-editing-leads/viewing-lead-details/admin-activities "mention") and [admin-activities](../../5.-clients/viewing-and-editing-clients/admin-activities "mention").\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fc1vTRhYFI8V1UwNnKog6%2Fimage.png?alt=media&#x26;token=f3f0f281-8bfd-4708-b515-274e53f453d5" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}
