[{"data":1,"prerenderedAt":192},["ShallowReactive",2],{"shell":3,"article:workflow-task-create":33,"path:e-team-workflow":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":139,"slug":139,"title":140,"href":141,"letter":142,"icon":98,"cover":158,"goal":163,"summary":164,"level":40,"lessons":165,"next":185},{"id":159,"src":160,"alt":161,"caption":162,"width":70,"height":71},"settings-user-management-list-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-user-management-list-desktop.jpg","Users page in Settings, listing three active team members with their job title, access level and an Edit button.","The Users page, where you select Add User to invite someone, or Edit to change a person's job title.","Work with a sales team","Understand users, access levels and how teammates hand work over.",[166,171,175,179,180,184],{"slug":167,"title":168,"href":169,"icon":170},"settings-user-management-list","Users","\u002Fguides\u002Fsettings-user-management-list","user-cog",{"slug":172,"title":173,"href":174,"icon":170},"settings-user-management-permissions","Permissions","\u002Fguides\u002Fsettings-user-management-permissions",{"slug":176,"title":177,"href":178,"icon":98},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes",{"slug":95,"title":96,"href":97,"icon":98},{"slug":181,"title":182,"href":183,"icon":98},"workflow-lead-activity","Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity",{"slug":34,"title":38,"href":36,"icon":37},[186,187],{"slug":134,"title":135,"href":136,"icon":37},{"slug":188,"title":189,"href":190,"icon":191},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","chart-column",1793910214499]