GoHighLevel Tasks: Assign, Track and Automate To-Dos Across Your CRM

TL;DR

• Create tasks linked to contacts, opportunities or calendar events
• Assign tasks to team members or roles
• Trigger tasks automatically from workflows
• Use for follow-ups, onboarding, reminders and more

What Are Tasks in GoHighLevel?

Tasks are your built-in to-do list inside the CRM. Each task can be linked to a contact, pipeline deal, or automation trigger.

You can assign tasks to:

• Yourself
• Other users
• User roles (like Sales Rep or Onboarding Specialist)

Each task has a due date, priority, and completion status. Tasks appear in the dashboard and can also trigger alerts or workflow branches.

Use Case: Follow-Up Reminder for Sales Team

Problem: Sales team forgot to follow up with hot leads after discovery calls.

Solution:

• Workflow triggered when an appointment is marked as "Completed"
• Auto-create a task assigned to sales rep: "Send proposal by tomorrow"
• Task appears in dashboard and notifies rep

Result: 42% more proposals sent within 48 hours.

How to Use Tasks Effectively

1. Manual Creation: From any contact or opportunity record, click “+ Task”
2. Workflow Automation: Add a "Create Task" action inside any automation
3. Bulk Assignment: Use Smart Lists + Workflows to assign follow-up tasks at scale
4. Team Management: Filter task lists by user, date, or status to stay on track

Advanced Tips

• Use tasks to escalate support issues to different departments
• Create recurring tasks for regular client check-ins
• Add task creation inside onboarding or fulfillment workflows
• Integrate task completion into pipeline stage updates

🔗 Try Tasks Inside GoHighLevel

🎓 Learn CRM Task Automation in Bootcamp

FAQs

Can I assign tasks to roles instead of specific users? Yes. This lets teams scale better and reassign as needed.

Do tasks show up in the mobile app? Yes. Your team can manage and complete tasks on the go.

Can tasks be part of workflows? Absolutely. You can trigger, update or complete tasks automatically.

Can I track task progress? Yes. Use filters, reports and the dashboard to track completion.

Does this work in SaaS Mode? Yes. Subaccounts can use tasks independently, with role-based access.