Hello, my name is Chris. In this article, you'll learn how to manage tasks in LeadCenter.
LeadCenter lets you organize, track, and complete all your tasks in one place.

Accessing the Tasks Page

To access the Tasks Page:

• Go to the blue menu.
• Click Tasks.

This opens the full Task Management View.
The page is divided into three main sections:

1. The left-side menu for task lists and quick filters (such as Inbox, Today, and Upcoming).
2. The main view displaying tasks based on the selected filter.
3. The top bar, where filters and actions appear.

By default, the page loads with your name selected as the filter.

Viewing and Filtering Tasks

On the right side, you’ll see tasks based on the selected view from the left panel.

Examples:

• Click Today to view tasks due today.
• Click Inbox to see all tasks in your inbox.
• Click Upcoming to view tasks scheduled for future dates.

You can also create task lists to organize work by department or type.
For example:

• Client Onboarding
• Annual Reviews
• Marketing Campaigns

Task lists can be reordered using drag and drop.
You can also reorder tasks within your inbox to prioritize important ones by dragging them to the top.

Applying Filters and Categories

At the top of each task view, you’ll find filter chips that show which filters are active.

For example:

• Owner: Janet Smith
• Status: Open
• Time Frame: Upcoming

You can remove a filter by clicking the X next to it, which displays all tasks regardless of status (open, not started, in progress, recurring, completed, or cancelled).
To narrow the view again, click Open to show only active tasks.

Tasks can also be organized by categories:

• Click on a category to view tasks assigned to it.
• The category name appears next to each task for quick reference.

Example:
If you click Second Visit - Not a Client, you’ll see only open, upcoming tasks under that category.

To reset all filters, click the Reset button at the top.
This restores the default task view with no filters applied.

Creating Task Lists

To create a new Task List:

• Click the green plus (+) button or open the Actions Menu.
• Select Create Task List.
• Name the list (for example, Operations) and click Save.

The new task list will appear in your menu, and you can drag it to the top to prioritize it.

You can also mark a Task List as Private, meaning only you can view and access it.
This is helpful for personal or confidential tasks.

Example:

• Create a list called Personal Tasks.
• Set visibility to Only Me.
• Click Save.

A lock icon next to it indicates that the list is private.
You can still drag it to rearrange its position.

Creating a Task

To create a new task:

• Go to the Actions Menu and select Create Task.
• You can auto-fill the task using one of the preset options shown or start with a blank task.
• You can also use a saved template to prefill task fields automatically.

If setting up manually:

1. Choose a Due Date.
2. Assign a Priority Level.
3. Set the Status (such as Not Started or In Progress).
4. Optionally, add the task to a specific Task List.
5. Choose a Category to organize it.
6. Decide whether the task is tied to a specific contact or kept open.
7. Choose visibility: All Users or Only Me.

When finished, click Save to finalize the task.
The task will be created and assigned to you.

Reassigning and Managing Tasks

To reassign a task:

• Open the task.
• Update the Owner field (for example, assign it to John Smith).
• Click Save.

The task will now appear in John’s task list.

Once a task is complete, there are two ways to mark it as done:

1. Click the checkbox next to the task and change the status to Completed.
2. Use the three dots menu on the right and select Completed.

Viewing Completed Tasks

To view completed tasks:

• Open the Status Filter dropdown at the top of the task list.
• Select Completed.

This displays a list of all finished tasks within the selected view.

You can also search for tasks by title using the Search Bar.
For example, type Confirm Order to display all tasks containing that phrase.

Wrapping Up

That’s how you open, view, create, organize, and manage tasks inside LeadCenter.

Thank you!