> For the complete documentation index, see [llms.txt](https://docs-vnext.kiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-vnext.kiflo.com/get-started/everyday-tools/create-task.md).

# How to create a task?

It can be easy for time to slip away, so you should have a to-do list to ensure you don’t forget what’s important. Create tasks as reminders and associate them with specific records like partners, leads, deals, etc.

## Creating tasks

To create a task, follow these steps:

* Go to **Tasks**
* Click on **New task**
* Provide the following information:
  * The task name
  * Due date with the time
  * Who you’ll assign the task to, which includes; no one, you, a co-worker, or a partner
  * An associated record like lead/deal/customer/payout/partner or no association
  * A description of the task
* Once done, you can click **Add**

  ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-554673bef7b1b49e519318b624fb440a57e8b675%2F640881249c8683055bad3988.png?alt=media)

When you associate a task with a record, you can also decide to make the tasks visible to the Partner. This can be useful to provide visibility to your partners on task completions.

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-2e54332f0d5115a33292b0c36a9d7a0f01f7cf7b%2F64088146023a35108b661cde.png?alt=media)

Quick tip: You can also create tasks from the Partners, Leads, Deals, Customers, Payouts page by following these steps:

* Go to the corresponding record
* Select the **Tasks** tab
* Click **New task**


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