Overview
Tasks help you track the work that needs to be done and who is responsible for it. You can create a Task from within a Lead or Job, or directly from the global Tasks tab.
How to create a Task
Open a Lead or Job, or go to the Tasks tab.
Select
to create a new task. To import tasks from a saved template, click the drop-down instead. 
Fill in the task details:
Task Name
Category: sets where the task appears in the pipeline view.
Description (optional): add any extra details.
Department
Assignee: this person gets a notification when the task is assigned to them.
Due Date: choose a specific date, or link it to the completion of a Schedule Item (available once the task is assigned to a Job).
Tags (optional): make it easy to filter and group tasks, and to bulk update assignees, statuses, or due dates.
Checklist (optional): type each step or requirement in the checklist field and press Enter to save it. You can tick items off as you work through them.
Click Save & Close to add your new Task.
ℹ️ Enter checklist items in the order you want them, because you can't reorder them after they're added.
How to add Task Notes
Use notes to leave messages for yourself or other users on a task.
Select the [notes icon] under Task Details.
Type your message in the text box.
Click [send icon] to submit.
Your note appears under the Task title, along with the contact name and the time it was added. From here, you can Edit, Delete, or Close the Task.
How to add Task Attachments
Select the
.Select the + to browse your files, or drag and drop files into the Attachments section.
How to set a Task Reminder
Select the
.Click the ✏️ icon and set the date, time, and task description.
(Optional) Turn on Send an SMS(Aus/NZ users only) to send the reminder by text as well as email.
Click Save.
💡 You can also turn on a completion notification, which sends an email automatically when the task is marked as complete.
See this article to learn how to assign tasks to Job Roles.