---
title: Create and manage tasks
description: Learn how to create and manage tasks in Invelo
---

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# Create and manage tasks

## Learn how to create and manage tasks in Invelo

Tasks help you stay organized and on top of your follow-ups in Invelo. Whether you're managing leads, scheduling calls, or setting reminders for future actions, creating and managing tasks ensures nothing slips through the cracks. In this article, you'll learn how to create tasks, view and update them, and use them to streamline your workflow and stay focused on what matters most.

You can create a task in two locations:

- Within a property or contact record
- In your Inbox

### Creating a task

#### In your property or contact record

1. In your **Prospects, Leads, Deals, or Contacts page**, open your **Property or Contact record**.   
   ![Screenshot 2025-04-08 at 2.45.34 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%202.45.34%20PM.png?width=600&height=309&name=Screenshot%202025-04-08%20at%202.45.34%20PM.png)
2. In the In the **Activities** section, go to the **Tasks** tab section, go to the **Tasks** tab  
   ![Screenshot 2025-04-08 at 2.46.58 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%202.46.58%20PM.png?width=600&height=306&name=Screenshot%202025-04-08%20at%202.46.58%20PM.png)
3. Enter your Tasks details:   
     - Task name
     - Type of task (Choose from: Follow-up, Appointment, To-do, Call, Text, Email) 
     - Date and Time (deadline)
     - Assigned user
     - Property/Contact record  
       ![Screenshot 2025-04-08 at 2.48.51 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%202.48.51%20PM.png?width=600&height=304&name=Screenshot%202025-04-08%20at%202.48.51%20PM.png)
4. Click **Save**. 

Note: Tasks serve as reminders only. Creating a task does not automate actions like calling, texting, or sending emails.

#### In your Inbox 

1. In your Inbox page, select the **Tasks** tab.   
   ![Screenshot 2025-04-08 at 3.03.59 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%203.03.59%20PM.png?width=600&height=297&name=Screenshot%202025-04-08%20at%203.03.59%20PM.png)
2. In the Tasks tab, click on **Add**.   
   ![Screenshot 2025-04-08 at 3.02.19 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%203.02.19%20PM.png?width=600&height=309&name=Screenshot%202025-04-08%20at%203.02.19%20PM.png)
3. Enter your Tasks details:   
     - Task name
     - Type of task (Choose from: Follow-up, Appointment, To-do, Call, Text, Email) 
     - Date and Time (deadline)
     - Assigned user
     - Contact
     - Property Record  
       ![Screenshot 2025-04-08 at 3.05.42 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%203.05.42%20PM.png?width=600&height=311&name=Screenshot%202025-04-08%20at%203.05.42%20PM.png)
4. Click **Save**. 

---

### Managing your Tasks

1. You can manage your tasks in your Inbox page, in the Tasks section.   
   ![Screenshot 2025-04-08 at 3.03.59 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%203.03.59%20PM.png?width=688&height=341&name=Screenshot%202025-04-08%20at%203.03.59%20PM.png)
2. In the Tasks tab, you can filter and organize your tasks based on the following criteria:  
     - Deadline date 
           - Overdue
           - Today
           - Tomorrow
           - This week
           - Next week
           - Last week
     - Assigned user
     - Types of task 
           - Follow-up
           - Appointment
           - To-do
           - Call
           - Text
           - Email
     - Task status 
           - Open
           - Done
     - Note: To view all tasks without any filters, simply clear the filters.  
       ![Screenshot 2025-04-08 at 3.06.54 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%203.06.54%20PM.png?width=600&height=249&name=Screenshot%202025-04-08%20at%203.06.54%20PM.png)
3. When you complete a task, you can mark it as done by clicking the check circle on the left side of the task.  
   ![Screenshot 2025-04-08 at 3.08.15 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-04-08%20at%203.08.15%20PM.png?width=600&height=307&name=Screenshot%202025-04-08%20at%203.08.15%20PM.png)

 

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