[{"data":1,"prerenderedAt":211},["ShallowReactive",2],{"shell":3,"article:workflow-task-create":33,"path:a-small-list-beginner":157},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"topic":46,"html":49,"toc":50,"shots":64,"related":85,"topicNext":126,"paths":127,"videos":143,"sidebar":144},"workflow-task-create","guide","\u002Fguides\u002Fworkflow-task-create","calendar-check","Create a follow-up task","The Add Task form creates work for a person or the AI Assistant. You need access to Tasks and the relevant lead or workspace. Confirm the intended assignment…","intermediate","published","browser-observed-read-only","2026-11-04","planned","Quick Add (+) → Add Task",{"slug":25,"title":47,"href":48},"Tasks, meetings and pipeline","\u002Ftopics\u002Ffollow-ups","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>The Add Task form creates work for a person or the AI Assistant. You need access to Tasks and the relevant lead or workspace. Confirm the intended assignment and whether creation may schedule automated work before submitting.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"task-create-form-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"task-create-form-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Add New Task window on the Details tab, with Quick start choices, Task Title, Task Type, Priority and Assigned to.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Ftask-create-form-desktop.jpg\" alt=\"Add New Task window on the Details tab, with Quick start choices, Task Title, Task Type, Priority and Assigned to.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Add New Task window, where you pick a Quick start, enter a Task Title, choose Assigned to, then select Add Task.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"task-create-form-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"task-create-form-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"prepare-the-task\">\u003Ch2 id=\"prepare-the-task\">Prepare the task\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open the task-creation action from Tasks or the lead's Tasks tab.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Details\u003C\u002Fstrong>, enter a specific \u003Cstrong>Task Title\u003C\u002Fstrong>, review \u003Cstrong>Due Date\u003C\u002Fstrong>, and check \u003Cstrong>Assigned to\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Review \u003Cstrong>Repeats\u003C\u002Fstrong>. Daily, Weekly, and Monthly create recurring work; Does not repeat is the nonrecurring choice. Repeating work also has an Ends setting.\u003C\u002Fli>\n\u003Cli>Add the instructions needed to complete the work. Check any Linked Lead context before saving so the task belongs to the intended record.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>\u003Cstrong>Details\u003C\u002Fstrong> includes Task Type, Priority, Stage \u002F Status and basic assignment. \u003Cstrong>Advanced Options\u003C\u002Fstrong> contains assignment routing, team pools and fallback behavior. Available routing strategies include a specific person, lead owner, campaign owner, sender owner, team pool, round robin, and AI Assistant. A pool also needs the intended members and a fallback for unavailable assignees.\u003C\u002Fp>\u003Cp>The captured Preview form below does not show the scheduling controls now exposed in \u003Cstrong>Details\u003C\u002Fstrong> by the reviewed source. \u003Cstrong>Advanced Options\u003C\u002Fstrong> holds routing, pools and fallback behavior. Treat that image as a historical view of the form; scheduling was not exercised or recaptured after the source change.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"understand-submission\">\u003Ch2 id=\"understand-submission\">Understand submission\u003C\u002Fh2>\u003Cp>For a new task, \u003Cstrong>Add Task\u003C\u002Fstrong> is the deliberate save action. Selecting AI Assistant schedules AI work under the workspace's task-autonomy policy; the assignment itself is not permission to send a message. Review \u003Ca href=\"\u002Fguides\u002Fsettings-voice-assistant-task-execution\">Task Autonomy\u003C\u002Fa> before creating automated tasks.\u003C\u002Fp>\u003Cp>This differs from an existing task opened in the slide-out editor, where edits autosave. Do not assume the new-task save behavior applies to every task editor.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-the-result\">\u003Ch2 id=\"check-the-result\">Check the result\u003C\u002Fh2>\u003Cp>After an authorized creation, inspect the success state and reopen the task from the board or lead. Confirm title, linked record, assignee, due date, status, and recurrence. A saved task is not proof that its underlying call, email, or research has been performed.\u003C\u002Fp>\u003Cp>If submission fails or its outcome is uncertain, check the list before creating another copy. Do not mark the task completed merely to dismiss an error or test the form.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-tasks\">Lead tasks\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Ftasks\">Tasks\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-integration-automation-health\">Automation Health\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[51,55,58,61],{"id":52,"text":53,"depth":54},"prepare-the-task","Prepare the task",2,{"id":56,"text":57,"depth":54},"understand-submission","Understand submission",{"id":59,"text":60,"depth":54},"check-the-result","Check the result",{"id":62,"text":63,"depth":54},"screenshots","Screenshots",{"task-create-form-desktop":65},{"id":66,"src":67,"alt":68,"caption":69,"width":70,"height":71,"annotated":72},"task-create-form-desktop","\u002Fmedia\u002Fscreenshots\u002Ftask-create-form-desktop.jpg","Add New Task window on the Details tab, with Quick start choices, Task Title, Task Type, Priority and Assigned to.","The Add New Task window, where you pick a Quick start, enter a Task Title, choose Assigned to, then select Add Task.",1920,873,{"src":73,"width":74,"height":71,"title":75,"callouts":76},"\u002Fmedia\u002Fannotated\u002Ftask-create-form-desktop-annotated.svg",2390,"Create a task",[77,80,82],{"number":78,"text":79},1,"Advanced Options holds more ways to choose who gets the task.",{"number":54,"text":81},"Give the task a clear title so it is easy to know what to do.",{"number":83,"text":84},3,"Pick who the task is for in Assigned to. Choosing AI Assistant gives the work to the AI.",[86,94,100,107,114,120],{"slug":87,"title":88,"href":89,"icon":90,"description":91,"level":92,"productLocation":93},"settings-voice-assistant-task-execution","Task Autonomy","\u002Fguides\u002Fsettings-voice-assistant-task-execution","sparkles","Task Autonomy defines how much the assistant may do when handling new task work. You need access to AI Assistant settings and explicit operational approval…","advanced","Settings → AI Assistant → Task Autonomy",{"slug":95,"title":96,"href":97,"icon":98,"description":99,"level":40},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","users","The lead's Tasks tab keeps its follow-up work alongside the record. Open the intended lead in the shared drawer and select Tasks. You need access to the record…",{"slug":101,"title":102,"href":103,"icon":37,"description":104,"level":105,"productLocation":106},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","beginner","Task",{"slug":108,"title":109,"href":110,"icon":111,"description":112,"level":92,"productLocation":113},"settings-integration-automation-health","Automation Health","\u002Fguides\u002Fsettings-integration-automation-health","plug","Automation Health shows delayed, failed, and uncertain automation work and provides operator controls. You need authorized access to the workspace and explicit…","Settings → Integration → Automation Health",{"slug":115,"title":116,"href":117,"icon":37,"description":118,"level":105,"productLocation":119},"calendar","Review meetings and booking requests","\u002Fguides\u002Fcalendar","Calendar brings meetings and booking requests into a shared schedule. Access determines whether you see team meetings or your own work. Booking also depends on…","Calendar",{"slug":121,"title":122,"href":123,"icon":37,"description":124,"level":40,"productLocation":125},"meeting-lifecycle","Review meeting history and audited attendance","\u002Fguides\u002Fmeeting-lifecycle","Meeting Lifecycle shows confirmed or pending meetings for one lead and any associated no-show recovery plan. Open it in the context of an authorized lead. The…","Calendar → open a meeting → Meeting history",{"slug":115,"title":116,"href":117},[128,133,138],{"slug":129,"title":130,"href":131,"letter":132},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","A",{"slug":134,"title":135,"href":136,"letter":137},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","D",{"slug":139,"title":140,"href":141,"letter":142},"e-team-workflow","E — Understand team access and handoffs","\u002Flearn\u002Fe-team-workflow","E",[],{"title":47,"href":48,"groups":145},[146],{"title":147,"items":148},null,[149,150,151,152,153],{"label":102,"href":103,"slug":101},{"label":38,"href":36,"slug":34},{"label":116,"href":117,"slug":115},{"label":122,"href":123,"slug":121},{"label":154,"href":155,"slug":156},"Review and update the pipeline","\u002Fguides\u002Fpipeline","pipeline",{"id":129,"slug":129,"title":130,"href":131,"letter":132,"icon":158,"cover":159,"goal":174,"summary":175,"level":105,"lessons":176,"next":205},"list-checks",{"id":160,"src":161,"alt":162,"caption":163,"width":70,"height":71,"annotated":164},"leads-validated-desktop","\u002Fmedia\u002Fscreenshots\u002Fleads-validated-desktop.jpg","Leads page with Validated Leads selected among summary cards, above a lead table with scores; contact details are blurred","The Leads page on Validated Leads, with counts for each stage above your list of scored leads.",{"src":165,"width":74,"height":71,"title":166,"callouts":167},"\u002Fmedia\u002Fannotated\u002Fleads-validated-desktop-annotated.svg","Find a lead",[168,170,172],{"number":78,"text":169},"The highlighted Validated Leads card shows which list you are viewing.",{"number":54,"text":171},"Company \u002F Name lists each lead. Open a row to see that lead's details.",{"number":83,"text":173},"Score shows how strong a lead looks. A high score is not consent to contact them.","I'm new: start with a small list","Find a lead, keep notes and plan your next action. No phone number or email setup needed.",[177,182,185,189,193,194,195,200],{"slug":178,"title":179,"href":180,"icon":181},"navigate-leadscore","Find your way around LeadScore","\u002Fguides\u002Fnavigate-leadscore","compass",{"slug":23,"title":183,"href":184,"icon":98},"Find and review leads","\u002Fguides\u002Fleads",{"slug":186,"title":187,"href":188,"icon":98},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record",{"slug":190,"title":191,"href":192,"icon":98},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes",{"slug":95,"title":96,"href":97,"icon":98},{"slug":34,"title":38,"href":36,"icon":37},{"slug":196,"title":197,"href":198,"icon":199},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication","mail",{"slug":201,"title":202,"href":203,"icon":204},"import-leads","Import a small list of leads","\u002Fguides\u002Fimport-leads","upload",[206,207],{"slug":134,"title":135,"href":136,"icon":37},{"slug":208,"title":209,"href":210,"icon":199},"b-email-outreach","B — Review an email before sending","\u002Flearn\u002Fb-email-outreach",1793910214390]