> 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-tasks.md).

# Managing tasks

How to manage tasks

Once you have added a task it can be added to a [task list](/platform/day-to-day/sales-and-crm/crm/tasks-and-task-lists/managing-task-lists.md) or a member account or simply viewed in the list of tasks.

### To view the list of tasks

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&amp;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Tasks**](https://platform.nexudus.com/tasks).

![Viewing the list of tasks](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiJVpcVT0-pZYjwXiZZ%2F-LiJVseIWBy8C0IigfTq%2Fviewing_task_lists.png?alt=media\&token=7e44cd8f-a6f6-4a98-b6e5-5cb01d1a96c7)

### To add a **new task**

{% hint style="info" %}
You can also add a task to a member account (**Operations** > **Members & Contacts** > (select member) > **CRM** > **Tasks**)
{% endhint %}

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&amp;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Tasks**](https://platform.nexudus.com/tasks).
3. Click **Add task**.
4. Complete the required fields (see the table below for a description of each option).
5. Click **Save**.

![Adding a new task](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiJVpcVT0-pZYjwXiZZ%2F-LiJW6khTgCW_conOm9k%2Fadd_new_task.png?alt=media\&token=3450d645-c93b-4f4a-a2fc-4d4bfe7545d1)

| Option                           | Description                                                                                                                                                                                                                             |
| -------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Customer**                     | Select the customer that the task relates to                                                                                                                                                                                            |
| **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 see the task                                                                              |
| **Task description**             | Enter a description of the task                                                                                                                                                                                                         |
| **Due date**                     | Select a due date for the task                                                                                                                                                                                                          |
| **Notes**                        | A free form box to add useful notes                                                                                                                                                                                                     |
| **This task has been completed** | The options are **Yes** and **No**                                                                                                                                                                                                      |
| **Responsible**                  | <p>The options available are:</p><ul><li>Select the person responsible for the task from the drop-down list</li><li>Notify the responsible by email when the task is due (select <strong>Yes</strong> or <strong>No</strong>)</li></ul> |

### To edit a task

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&amp;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Tasks**](https://platform.nexudus.com/tasks).
3. In the list of tasks, click the name of the one to edit.
4. Make the necessary changes (see the table above).
5. Click **Save changes**.

![Editing a task](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiJVpcVT0-pZYjwXiZZ%2F-LiJWLocYTq9-5gOA8QS%2Fedit_task.png?alt=media\&token=3e3922db-e5ab-4e11-b13d-927c71d2fdc8)

### To delete a task

{% hint style="info" %}
There is also a **Delete** button at the bottom of the task editing page.
{% endhint %}

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&amp;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click [**CRM**](https://platform.nexudus.com/crm), then click [**Tasks**](https://platform.nexudus.com/tasks).
3. At the end of the task you want to delete, click<img src="broken://files/-LZoDZ2DSzmI8XzHUHtt" alt="" data-size="line">. A pop-out menu is displayed.
4. Click **Delete**.

![Deleting a task](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiJW_cyLflp4cjlXoku%2F-LiJWm9qm7lnrJ6Ka-Yh%2Fdelete_task.png?alt=media\&token=9b9006e9-8150-43a5-9178-e10c882a7121)