--- title: How to Create a Task description: Learn how to create, assign, and manage tasks in the GGMS CRM, including due dates, reminders, tags, and task collections. --- [Skip to content](https://knowledge.ggms.com/how-to-create-a-task#main-content) [Create Support Ticket](https://knowledge.ggms.com/kb-tickets/new?hsLang=en) [Ticket Portal](https://knowledge.ggms.com/ticket-portal?hsLang=en) [![GGMS Knowledge Base Logo](https://knowledge.ggms.com/hs-fs/hubfs/GGMS%20Knowledge%20Base%20Logo%20(1).png?width=250&height=38&name=GGMS%20Knowledge%20Base%20Logo%20(1).png)](https://knowledge.ggms.com/?hsLang=en) Open main navigation Close main navigation - [Create Support Ticket](https://knowledge.ggms.com/kb-tickets/new) - [Ticket Portal](https://knowledge.ggms.com/ticket-portal) - [Email Support](mailto:support@ggms.com) [Email Support](mailto:support@ggms.com) How can we help you today? - There are no suggestions because the search field is empty. 1. [GGMS - Knowledge Base](https://knowledge.ggms.com/?hsLang=en) 2. [GGMS CRM](https://knowledge.ggms.com/ggms-crm?hsLang=en) 3. [Tasks & Follow-Up](https://knowledge.ggms.com/ggms-crm?hsLang=en#tasks-follow-up) January 12, 2026 # How to Create a Task ## Tasks help you stay organized, assign action items, and track follow-ups across your team. #### There are two ways to create a task 1\. Create a New Task from the main menu - In the left-side panel, click **Tasks** - Click **Create Task** in the top-right corner ![](https://knowledge.ggms.com/hs-fs/hubfs/Screenshot%202026-01-02%20at%202-25-26%E2%80%AFPM-png.png?width=670&height=264&name=Screenshot%202026-01-02%20at%202-25-26%E2%80%AFPM-png.png)   #### 2. Create a New Task from Contact profile - On the right-side panel, click the blue "+" symbol under **Tasks** **![](https://knowledge.ggms.com/hs-fs/hubfs/Screenshot%202026-01-02%20at%202-27-43%E2%80%AFPM-png.png?width=670&height=324&name=Screenshot%202026-01-02%20at%202-27-43%E2%80%AFPM-png.png)** #### Configure Task Details - Enter a **task name** (for example: *Urgent Task*) - Choose a **task type** - Assign the task to a **user** (yourself or a team member) - Associate the task with a **contact** if applicable - Set a **due date** - Add a **reminder** - Configure the task to be marked **missed** if not completed within a set number of days - Add a **tag** if you want to track or group similar tasks (for example: Urgent) - Include an optional **description** for additional context #### Organize with Collections - Create **task collections** to group similar tasks, such as urgent or priority items assigned to your team - Use collections to streamline task management and assignment #### Save the Task - Click **Create Task** to finish - The task will now appear in your task list and any relevant collections   For additional help with tasks or collections, contact **support@ggms.com**. - [Getting Started](https://knowledge.ggms.com/getting-started?hsLang=en#main-content) - [Account Setup](https://knowledge.ggms.com/getting-started?hsLang=en#account-setup) - [GGMS CRM](https://knowledge.ggms.com/ggms-crm?hsLang=en#main-content) - [Contacts & Lead Management](https://knowledge.ggms.com/ggms-crm?hsLang=en#contacts-lead-management) - [Communication](https://knowledge.ggms.com/ggms-crm?hsLang=en#communication) - [Tasks & Follow-Up](https://knowledge.ggms.com/ggms-crm?hsLang=en#tasks-follow-up) - [Smart Lists & Filters](https://knowledge.ggms.com/ggms-crm?hsLang=en#smart-lists-filters) - [Automation & Workflows](https://knowledge.ggms.com/ggms-crm?hsLang=en#automation-workflows) - [Getting Started](https://knowledge.ggms.com/ggms-crm?hsLang=en#getting-started) - [IDX Website](https://knowledge.ggms.com/idx-website?hsLang=en#main-content) - [Website Pages](https://knowledge.ggms.com/idx-website?hsLang=en#website-pages) - [Property Search](https://knowledge.ggms.com/idx-website?hsLang=en#property-search) - [External Resources](https://knowledge.ggms.com/idx-website?hsLang=en#external-resources) - [Blogs](https://knowledge.ggms.com/idx-website?hsLang=en#blogs) - [CRM Integrations](https://knowledge.ggms.com/crm-integrations?hsLang=en#main-content) - [Zapier](https://knowledge.ggms.com/crm-integrations?hsLang=en#zapier) - [Billing & Account](https://knowledge.ggms.com/billing-account?hsLang=en#main-content) - [Account Settings](https://knowledge.ggms.com/billing-account?hsLang=en#account-settings) - [Users & Permissions](https://knowledge.ggms.com/billing-account?hsLang=en#users-permissions) - [Product Updates](https://knowledge.ggms.com/product-updates?hsLang=en#main-content) - [Release Notes](https://knowledge.ggms.com/product-updates?hsLang=en#release-notes) - [Improvements](https://knowledge.ggms.com/product-updates?hsLang=en#improvements) [![GGMS](https://knowledge.ggms.com/hs-fs/hubfs/GGMS_Dark_Logo-1.png?width=60&height=25&name=GGMS_Dark_Logo-1.png "GGMS")](https://knowledge.ggms.com/?hsLang=en) 801 West Bay Dr. Largo FL, 33770 Copyright © 2026