Create, assign and automate tasks with ease in HighLevel

If you’re still scribbling to-dos on sticky notes or jumping between apps to keep your team on track, it’s time for a smarter solution. HighLevel’s Task Manager is built directly into your CRM, giving you a centralized, automated way to manage every follow-up, reminder and team task - all without leaving the platform.

Centralized task management with HighLevel

HighLevel eliminates the chaos of managing tasks across multiple platforms. Whether your team is calling, texting or messaging leads, tasks can now be created right where the action is happening. This means less switching, more doing.

Each staff member can access their assigned tasks under Contacts, where they’ll see what’s due today, what’s upcoming and what’s overdue. A simple click takes them directly to the contact’s record or conversation - so they can take immediate action without breaking their flow.

How to create and assign tasks in HighLevel

Creating a task is quick:

1️⃣ Click Add Task

2️⃣ Enter a title and description

3️⃣ Assign it to a team member

4️⃣ Set the due date and time

5️⃣ Link it to a contact or custom object

This keeps your CRM clean, organized and action-ready.

Automate task creation in workflows

What sets HighLevel apart? Task automation.

Using HighLevel Workflows, you can automatically trigger task creation based on lead behavior. For example, if a lead replies to your Fast Five follow-up sequence, a task can be auto-assigned to a team member to jump in while the lead is still hot. Set dynamic due dates (like “due now” or “in 2 days”) to match the urgency of your campaigns.

Set task reminders and follow-ups

You can also create automations based on task activity. Use workflow triggers like:

✅ Task added

✅ Task completed

✅ Task reminder (X days before/after)

This is perfect for longer sales cycles - like real estate - where follow-ups might need to happen weeks later. Set it and forget it, and HighLevel will notify your team when it’s time to take action again.

✅ Less juggling

✅ More action

✅ Better results

With everything in one place - tasks, contacts, conversations and automations - your team can finally ditch the sticky notes and get things done faster.

Login or start a free trial today to try it for yourself!

Relevant Help Articles:

• HighLevel Task Management

• Creating Task Triggers in Workflows