# How to create and manage tasks in Stacks — Stacks Features

> Add tasks in Stacks, set a due date and priority, assign work to your team, and check things off. A simple to-do list built into your CRM — link tasks to contacts and deals, free for everyone.

Markdown version of https://stackscrm.com/features/create-manage-tasks — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

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#### Getting started

- [Create your account](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour)

#### CRM

- [Import your contacts](https://stackscrm.com/features/import-contacts)
- [Add a contact](https://stackscrm.com/features/add-contact)
- [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline)
- [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts)
- [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form)
- [Export your contacts](https://stackscrm.com/features/export-contacts)

#### Email marketing

- [Send a campaign](https://stackscrm.com/features/send-email-campaign)
- [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence)
- [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms)

#### Reviews

- [Request a review](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget)

#### Invoicing

- [Create an invoice](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online](https://stackscrm.com/features/payment-links)
- [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices)
- [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit)
- [Projects & billable time](https://stackscrm.com/features/bill-project-time)
- [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions)

#### Scheduling

- [Set your availability](https://stackscrm.com/features/set-availability-take-bookings)
- [Create an appointment type](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link](https://stackscrm.com/features/share-embed-booking-link)

#### Support

- [Manage support tickets](https://stackscrm.com/features/manage-support-tickets)

#### Tasks & time

- [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time](https://stackscrm.com/features/track-and-bill-time)

#### AI & automation

- [Turn on AI](https://stackscrm.com/features/turn-on-ai)
- [Build an automation](https://stackscrm.com/features/build-an-automation)

#### Connecting your tools

- [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments)
- [Connect email provider](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms)
- [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

#### Workspace and additional guides

- [Review agent approvals](https://stackscrm.com/features/review-agent-approvals)
- [Manage companies](https://stackscrm.com/features/manage-companies)
- [Import from another CRM](https://stackscrm.com/features/import-crm-records)
- [Manage email templates](https://stackscrm.com/features/manage-email-templates)
- [Manage appointments](https://stackscrm.com/features/manage-appointments)
- [Set up standing appointments](https://stackscrm.com/features/recurring-appointments)
- [Review feedback reports](https://stackscrm.com/features/review-feedback-reports)
- [Create review story images](https://stackscrm.com/features/manage-review-stories)
- [Configure customer reviews](https://stackscrm.com/features/configure-reviews)
- [Manage workspace settings](https://stackscrm.com/features/workspace-settings)
- [Manage the product catalog](https://stackscrm.com/features/manage-products)
- [Configure email alerts](https://stackscrm.com/features/configure-email-alerts)
- [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access)
- [Read API activity](https://stackscrm.com/features/api-activity)
- [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks)
- [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits)
- [Read workspace activity](https://stackscrm.com/features/workspace-activity)
- [Request help from Stacks](https://stackscrm.com/features/request-platform-help)
- [Triage platform requests](https://stackscrm.com/features/platform-request-triage)

[Features](https://stackscrm.com/features) › [Tasks & Time](https://stackscrm.com/features#tasks) › **Create and manage tasks**

# How to create and manage tasks in Stacks

Tasks & Time · about 3 min · updated Aug 2026

Tasks in Stacks are a simple to-do list built right into your CRM. Jot down what needs doing, give it a due date and a priority, and check it off when it's done — with everything tied to the same contacts and deals you already work in. This guide walks through creating a task and managing your list.

## Before you start

- Tasks are part of the **CRM**, which is on by default — there's nothing to switch on or install.
- You'll need permission to create tasks. **Admins, managers and members** can add, complete and delete tasks. **View-only** users can see the list but can't change it.
- That's it — no setup, no extra fields required. A title is the only thing a task truly needs.

## Step by step

1. **Open Tasks.** In the left menu, click **✅ Tasks**. Your list opens on the **My Tasks** tab — everything assigned to you or that you created.
2. **Start a new task.** Click **+ Add Task** at the top of the list. A quick-add row slides open, ready for you to type.
3. **Fill in the details.** Type the task into *"What needs to be done?"*, pick a **due date** (it suggests tomorrow, and you can clear or change it), and choose a **priority** — Low, Medium, High or Urgent.
4. **Click Add.** Stacks saves the task and assigns it to **you** by default. It appears in your list right away, sorted by due date.
5. **Check tasks off.** When something's done, tick the **checkbox** on its left. It's marked complete, styled with a line through it, and moves under the **Completed** tab.
6. **Filter, find, and clean up.** Switch between **My Tasks**, **All Open**, **Overdue** and **Completed** to focus your list. To remove a task, click the **🗑️ trash icon** and confirm.

💡

**Tasks are completely free.** Creating, completing, assigning and organizing tasks is included for your whole team at no cost — there's no per-task limit and nothing here is gated. **AI Pro** ($99/mo) adds AI and priority support, not task features, so you never need it just to run your to-do list.

## Good to know

- **They show on your dashboard.** Your open tasks appear on the Stacks dashboard grouped into **Overdue**, **Due Today** and **Upcoming** (the next 7 days) — and you can check them off right there.
- **Attach tasks to deals.** Open a deal and use the **+ Add Task** button on its Tasks card. That task stays linked to the deal, so follow-ups don't get lost.
- **Priority and dates at a glance.** High and Urgent tasks get a color-coded badge, overdue due-dates show in red, and anything due today shows in amber.
- **Assigned to you by default.** The quick-add form assigns a new task to you. Tasks created from a contact or deal keep that link so the whole timeline stays connected.
- **Editing details isn't in the app yet.** The quick-add form covers the title, due date and priority. To change a task after it's created, complete or delete it and add a fresh one.

## Frequently asked

Is this the same as time tracking?

No. Tasks are your to-do list. Logging **billable time** is a separate feature that lives in the **Invoicing** module under Projects & time — it tracks hours you can turn into an invoice, which is different from checking off a task.

Can I assign a task to a teammate?

New tasks from the quick-add form are assigned to you. Tasks stay tied to the contact or deal they were created from, so your team can see the related work on that record's timeline.

What happens to a task when it's overdue?

Nothing is deleted — it stays open and its due date turns red, and it's collected under the **Overdue** tab (and the Overdue group on your dashboard) so it's easy to catch up.

Was this helpful?

## Related articles

[Import your contacts →](https://stackscrm.com/features/import-contacts) [Manage your pipeline →](https://stackscrm.com/features/manage-sales-pipeline) [Add a contact manually →](https://stackscrm.com/features/add-contact) [Track your time →](https://stackscrm.com/features/track-and-bill-time)

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