> For the complete documentation index, see [llms.txt](https://docs.saleassist.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.saleassist.ai/integration-guide/task-management.md).

# Task Management

With the help of add task feature you can set reminders as per your requirements.

&#x20;Steps to be followed to use this feature are -

1\. Go to leads, open any of the lead for which you want to add reminder and click on Add Task Button.

<figure><img src="/files/UhnK5dcwmye1jmDaOk8F" alt=""><figcaption></figcaption></figure>

&#x20;2\. Enter the required details like Task name, task note, date and time etc. You can also choose the Priority as well and save.

<figure><img src="/files/hWhB6AOyqqzI3RlqfW6I" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/5gFWUdDletlzoWeQvY8P" alt=""><figcaption></figcaption></figure>

&#x20;3\. Once you save the task, it will reflect on the home page of the dashboard. You can edit, delete and add a new task from Home page as well.

<figure><img src="/files/jw1gxhMDMzSzu9IiuYV9" alt=""><figcaption></figcaption></figure>
