{"id":739,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-tasks\/"},"modified":"2026-10-12T15:08:53","modified_gmt":"2026-10-12T20:08:53","slug":"crm-tasks","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-tasks\/","title":{"rendered":"Create and work your tasks"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>Tasks are everything you said you would do: call back, send the comps, drop off a packet. Each task can be tied to a contact, has a type, a priority, a due time and an owner.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Tasks. You can also add a task from any contact record.<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Go to CRM &gt; Tasks and press <strong>New task<\/strong>, or press <strong>Task<\/strong> on a contact record.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-tasks-1.webp?v=1791835732\" alt=\"In CRM &gt; Tasks, press New task\" width=\"1440\" loading=\"lazy\" \/><figcaption>In CRM &gt; Tasks, press New task<\/figcaption><\/figure>\n<\/li>\n<li>Type what needs doing.<\/li>\n<li>Pick a type (follow up, call, text, email, appointment, showing or other) and a priority.<\/li>\n<li>Set the <strong>Due<\/strong> date and time.<\/li>\n<li>Owners and managers can assign it to someone else.<\/li>\n<li>Press <strong>Save task<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-tasks-2.webp?v=1791835732\" alt=\"Type what needs doing, set the type, priority and due time, then Save task\" width=\"1440\" loading=\"lazy\" \/><figcaption>Type what needs doing, set the type, priority and due time, then Save task<\/figcaption><\/figure>\n<\/li>\n<li>On the Tasks page, use the chips Overdue, Due today, Next seven days and No due date to filter.<\/li>\n<li>Tick the circle to complete a task. Use the clock to snooze it to Later today, Tomorrow morning or Next Monday.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-tasks-3.webp?v=1791835733\" alt=\"Filter with the chips, tick the circle to complete, or snooze with the clock\" width=\"1440\" loading=\"lazy\" \/><figcaption>Filter with the chips, tick the circle to complete, or snooze with the clock<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>Overdue and Due soon tasks are marked.<\/li>\n<li>A task on a contact also shows in the Next follow-up card on their record.<\/li>\n<li>Deleted tasks go to the Recycle Bin for 30 days.<\/li>\n<li>Sequences and automations can create tasks for you.<\/li>\n<li>Agents see tasks assigned to them.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Tasks are everything you said you would do: call back, send the comps, drop off a packet. Each task can be tied to a contact, has a type, a priority, a due time and an owner.<\/p>\n","protected":false},"featured_media":2020,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/tasks","_rd_doc_source_id":"crm-tasks","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Tasks are everything you said you would do: call back, send the comps, drop off a packet. Each task can be tied to a contact, has a type, a priority, a due time and an owner.","footnotes":""},"rd_doc_category":[19],"class_list":["post-739","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/739","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/739\/revisions"}],"predecessor-version":[{"id":2023,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/739\/revisions\/2023"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/2020"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=739"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}