# Tasks

> Create, prioritize, filter, complete, and bulk-create task activities.

Tasks are Activity records with the type **Task**. They are managed from the unified [Activities](https://workstation.repzo.com/docs/engagement/activities) workspace rather than a separate Tasks page.

Use a task for work that needs to be done. Use a Call or Meeting when the work is a scheduled customer interaction.

## Creating a task

1. Open **Activities**.
2. Select **New Activity → Create Task**.
3. Enter the subject.
4. Add a description, priority, status, owner, and related records as needed.
5. Add a due date and time if the task should appear as due, overdue, or on the Calendar.
6. Add reminders when a due date is present.
7. Select **Create Activity**.

The standard task statuses are Pending, Completed, and Cancelled. Priority can be Low, Medium, or High.

You can also create a task from a record. Open the record's **Activities** tab and select **Create a task**; the task is linked to that record automatically. See [Activities on a record](https://workstation.repzo.com/docs/engagement/activities#activities-on-a-record).

Some tasks are created for you:

- [Stage Health](https://workstation.repzo.com/docs/sales/pipelines#stage-health) can create a follow-up task when a deal or other pipeline record goes stale.
- [Workflows](https://workstation.repzo.com/docs/administration/workflows) can create tasks as an action.
- Read.ai action items can be imported as pending tasks.

## Finding task work

The Activities list starts with pending work assigned to you. To focus on tasks, add a **Type = Task** filter and combine it with the standard tabs:

| Tab | Useful task view |
|---|---|
| Due today | Tasks whose due date is today |
| Overdue | Pending tasks with a due date before today |
| Upcoming | Pending tasks due after today |
| All | All tasks that match the remaining filters |

Save the result as a personal or shared [Table View](https://workstation.repzo.com/docs/administration/table-views) when the team uses it regularly.

## Completing and reopening tasks

In List view, select the completion control at the start of a row. A pending task becomes Completed, and a completed task can be reopened as Pending.

You can also:

- Open the task record and select **Mark Complete** or **Reopen**
- Move the card between status columns in Kanban view
- Change Status while editing the activity

Completed time is tracked separately from the last edit time so reports and KPIs can measure when the work was actually completed.

## Due dates and reminders

A due date is optional. Add one when you need:

- Due-today, upcoming, or overdue filtering
- Placement in the Activity Calendar
- A reminder on the due date or a number of days before it
- Automatic due-soon and overdue notifications for the owner

See [Activity Reminders](https://workstation.repzo.com/docs/engagement/reminders) for reminder timing and notification channels.

## Linking tasks to records

Associate a task with the records that give it context. A single task can be related to multiple supported records, such as a Contact, Account, Deal, Ticket, Project, Invoice, or Campaign.

Examples:

- Associate “Send revised proposal” with the Contact, Account, and Deal.
- Associate “Confirm implementation date” with the Account and Project.
- Associate “Call customer about overdue balance” with the Contact and Invoice.

## Bulk task creation

Supported record lists provide **Create tasks** as a bulk action. This creates one task per selected record or per record matching the current selection criteria, with each task associated with its source record.

In the dialog, enter the **Task title** and optionally a priority, a due date (such as Today, Tomorrow, In 3 business days, or In 1 week), an assignee, and a description. When you leave **Assigned to** empty, the tasks are assigned to you. Task creation runs in the background, so large selections don't block the page.

Use this for a defined follow-up campaign, then monitor the resulting work in Activities with Type, owner, due date, and status filters.

## Related documentation

- [Activities](https://workstation.repzo.com/docs/engagement/activities)
- [Activity Calendar](https://workstation.repzo.com/docs/engagement/calendar)
- [Activity Reminders](https://workstation.repzo.com/docs/engagement/reminders)
- [Table Views](https://workstation.repzo.com/docs/administration/table-views)
- [Reports](https://workstation.repzo.com/docs/analytics/reports)