> For the complete documentation index, see [llms.txt](https://legacydocs.nexudus.com/platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://legacydocs.nexudus.com/platform/day-to-day/sales-and-crm/crm/tasks-and-task-lists/managing-task-lists.md).
# Managing task lists
How to manage task lists.
To set up a task list, you must:
* create the list
* edit it to add the [tasks](/platform/day-to-day/sales-and-crm/crm/tasks-and-task-lists.md) that you want include
During the configuration process, you can link the list to members, contacts or people with specific price plans.
| Number | Description |
| ------ | --------------------------------------- |
| 1 | The **CRM** link in the side menu |
| 2 | The link to the **Tasks Lists** section |
### To view the existing task lists
1. If the side menu is not visible, click 
.
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Task Lists**](https://platform.nexudus.com/crm/tasklists).
### To add a **new task list**
1. If the side menu is not visible, click .
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Task Lists**](https://platform.nexudus.com/crm/tasklists).
3. Click **Add task list**.
4. Complete the required fields (see the table below for a description of each option).
5. Click **Save**.
| Option | Description |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Name** | Enter a name for the task list |
| **Location** | If you manage more than one space from your Nexudus Spaces account, select from the drop-down list the location of the space that is going to use the task list |
| **Active** | Select **Yes** or **No** |
| **Auto assign** | The options available are:
- Automatically add the tasks in this list to new contacts
- Automatically add the tasks in this list to new members
- Automatically add the tasks in this list to customers cancelling contracts
- Add tasks only to customers in these plans (select on the drop-down list)
|
### To edit a task list
1. If the side menu is not visible, click 
.
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Task Lists**](https://platform.nexudus.com/crm/tasklists).
3. In the list of task lists, click the name of the one to edit.
4. Make the necessary changes (see the table above).
5. Click **Save changes**.
### To delete a task list
{% hint style="info" %}
There is also a **Delete** button at the bottom of the task list editing page.
{% endhint %}
1. If the side menu is not visible, click .
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Task Lists**](https://platform.nexudus.com/crm/tasklists).
3. At the end of the task list you want to delete, click
. A pop-out menu is displayed.
4. Click **Delete**.
### To add a task to a task list
1. If the side menu is not visible, click .
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Task Lists**](https://platform.nexudus.com/crm/tasklists).
3. In the list of task lists, click the name of the one to edit.
4. In the **Tasks** section, select a task from the drop-down list.
5. Click **Save changes**.
