> For the complete documentation index, see [llms.txt](https://software-help-docs.gitbook.io/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://software-help-docs.gitbook.io/knowledge-base/software-guide/contacts/managing-your-tasks-tab.md).

# Managing Your Tasks Tab

The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature you can view, create, edit, search, and filter through your Tasks.

**Step 1: Create a Task**

* Navigate to Contacts >Tasks
* Click “+New Task” in the top right corner
* Fill out the popup that appears:

{% embed url="<https://lh6.googleusercontent.com/HtlZMQdZ0iLkqXtFkWYxvWXU81QF3046wzqNjLyVUPkQUC0r8nDUJ5dDI3vUUCs2wlF-SRxKRP1H-QHTwosoQrzhv28gVNlW3iPT1vy3hBZIHytsg5ephfRpU3proAlrs6DaSyY5XvazoK0ClGezwG6HpFBuc7tu7aEWj7zGDh9__-CuzfejTEKv>" %}

* Tasks can also be added using automation such as Workflows, Triggers, and Campaigns

**Step 2: Managing Your Task List**

{% embed url="<https://lh4.googleusercontent.com/RsqpiAk3l3Tz9QBOSZFj1zVlg6SvNhwIlm4cJezreLXet6SEZA0wrH9gCLHSvKbJf9C1KVbByiITjKALeiEOnPFruBI78bRC5XIjRx5JZwQMQNFN1Z-9bJiAdIADaoYoq9NMUF83BhJ7Z0vKCQPvhi7CN9FJBQRhKDU3uYLJqSGqLDgt1ARlmdlL>" %}

* Search by a Task name in the search bar, found in the top left corner

{% embed url="<https://lh4.googleusercontent.com/4KkIYwLrpa7DhXC-piT9sebgf7SlDef5iSUOZnOzbQ7M0cyb57Rwp27J5rissl9bg9lnUzxaGMCWL5QpahQ15rKU89pYeGAAm9A1Kttymt5tfpYDgDXa9cp9m7X9Egzr1JhmrHGmM4pmjbkADK1ZqIzzpRgAmxvfnZiutcdxf_XdM6ZfDejoTXls>" %}

* Filter Tasks using the dropdown options, found in the top right corner

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* Check the box on the left side of the Tasks to select multiple and apply bulk actions
  * You can mark it as complete, mark it as pending, or delete multiple tasks at one time.

{% embed url="<https://lh3.googleusercontent.com/ZimOP0ynLnYiXBdA6m8V2JrIfBJs6eDqDMnElgahD_G_NDNfcL0qVE22KkuL74Z0HAxnuCX8H6vZFkPAaHak2Yg0bPK2LuIoAF8RYGwdtmraUNtB3bDEYaqU8Q6I_kR-07ishhBKLmWSBO49Dzn24R98mKZi6WMt5Q15uOBhp9i5Q3W23_em-3sy>" %}

* Click the 3-dot dropdown menu to individually manage one Task
  * You can mark as complete, edit, or delete a task in this way.

{% embed url="<https://lh4.googleusercontent.com/9aVYcRA2BGV-3yneWC8IgqfD9CbmAt5vZGFbgbnduEv0hTxEjSintBgiZ3z-kDXx-K1c1UJAtKG8uSULYKQ_zg9oFjFoz_mH576Ue3D7W1e3gRzz67YcaCUYxS4RGebn4KZGDAlggfk9jSl5ZMx2-sLyuu22wySLsXAiiyjGcfrH38fQs5RpdmQ>\_" %}


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