Did You Know You Can Organize Your Tasks with a Built-In Task Manager

Stay Organized with HighLevel’s Built-In Task Manager

Keeping up with everything in your business - especially when you’re managing a team - can get overwhelming fast. HighLevel’s built-in Task Manager gives you one central place to track and manage tasks for yourself and your team, so nothing slips through the cracks.

Where to Find the Task Manager

Head to the sub-account level, then go to Contacts > Tasks. From here, you’ll see a full view of every task across your account, including:

• Status

• Title and description

• Associated contact

• Assigned user

• Due date
  

Key Features of HighLevel's Built-In Task Manager

✅ Sort & Filter by due date, status, assignee, and more

✅ Task Lists are built in (like “Due Today,” “Overdue,” and “Upcoming”)

✅ Automate task creation using the “Create Task” action in workflows

✅ Each team member can view only their tasks to stay focused

Why the Task Manager is Useful

You can run your entire task workflow right inside HighLevel. Whether you’re managing sales follow-ups, onboarding steps, or internal to-dos, the Task Manager helps you stay on top of it all. Combine it with automations for even more power.

If you’re not using this yet, it’s an easy win for better organization - without adding another tool to your stack.

Login or start a free trial today!

Relevant Help Articles:

• HighLevel Task Manager