Task Management in Growth Suite

1. Creating Tasks in Growth Suite (GoHighLevel)

Tasks help you stay organized, track follow-ups, and manage team accountability. You can create tasks manually or automatically via workflows. This guide focuses on creating manual tasks.

Tasks can be created from:

• A Contact record

• The Deal / Pipeline level

• Directly from the Tasks tab in your dashboard

Steps to Create a Manual Task

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1. Navigate to the Contact → Tasks tab (or the Tasks tab directly).

2. Click + Add Task.

3. Fill in the required fields:

   • Task Title / Description – What needs to be done

   • Due Date / Time – When the task should be completed

   • Recurring Task – Optional: Set if this task repeats on a schedule

   • Assign To – Yourself or a team member

4. Optionally, associate the task with a Contact, Opportunity, or Company for context.

5. Click Save to create the task.

Managing and Viewing Tasks

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• Tasks can be viewed and managed under Contacts → Tasks.

• Use filters to sort by status, due date, assignee or more.

• Mark tasks as Complete when finished or Edit/Delete as needed.

Other Frequently Asked Questions Related to Tasks

• How do I assign a task to another team member?

• How can I automate tasks using workflows?

• How do I set up recurring tasks?

• How can tasks trigger reminders via email or SMS?

• How do tasks interact with pipelines and deals?

• How can I export tasks for reporting?