> 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

Add Task Feature

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="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2F5CVVC6P63mskYdMXP5gH%2Fimage.png?alt=media&amp;token=f443428f-b188-46b7-a0a1-885bf6c0030a" 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="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2FGxErL0HeiR5cIeSnnjMu%2Fimage.png?alt=media&amp;token=1ee2887b-31d8-4ab1-affa-8710620c6c23" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2F4IwDbtgb014trtPxFyPu%2Fimage.png?alt=media&amp;token=2df6bea1-330c-4097-8c19-df9f52e0fecb" 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="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2F3Elikp7ofRFoOOYaYxtA%2Fimage.png?alt=media&amp;token=3fc77d91-f1bf-4eda-92e9-00b672d27c3a" alt=""><figcaption></figcaption></figure>
