> ## Documentation Index
> Fetch the complete documentation index at: https://help.useclearline.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Create, assign, filter, and complete follow-up tasks.

Tasks track follow-up work for your team. A task can be assigned to a workspace user and linked to a contact or opportunity.

## Task list

The task table shows:

* Task
* Status
* Assignee
* Due date
* Linked contact
* Created date
* Custom fields from the data model

Use filters and saved views to manage active work.

## Create a task

1. Go to **Tasks**.
2. Click **New task**.
3. Enter a title and details.
4. Assign the task when needed.
5. Set a due date when needed.
6. Link a contact or opportunity when relevant.

## Complete a task

Open the task and update its status to completed when the work is done.

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  Screenshot placeholder: add the task table and task detail panel.
</Info>