How to Create, Assign, or View a New Task in GoHighLevel

1. Navigate to https://app.gohighlevel.com/v2/location/dMitdyW6eKQ8XT4uV3ZX/dashboard

2. Click on “Contact” to be taken to the ‘Tasks’ list

3. Click “Tasks”

4. Once here, you can view your tasks by:

• Assignee (ex. Heather, Jennifer, Lydia, Abigail, etc)
• Status (Pending or Completed)
• Contact (sorted by specific contacts)

You can also Sort the tasks by Due Date, etc.

5. You can also create a new task by clicking “New Task”

6. Give your new task a Title by clicking “Task Title” field.

and then a ‘Description’

7. Click “Due Date” and choose when the task is due for the reminder

8. Click “Use setting”

9. If you’d like this to be a recurring task, set that here

10. Choose who the assign the task to by clicking the “Select Assignee” field.

11. Finally, if this task is assigned to a contact, select the contact and click “Save”

ex. Follow up with quote for Walt Disney, you would select “Walt Disney” as the contact.