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

# Tasks

> Assign follow-ups and to-dos to your team, and use task lists to create the same set of tasks automatically for every new member, cancellation or won deal.

## Overview

**Tasks** are to-dos for your team, such as "Send Suite 4 floor plan" or "Set up access cards for 5 desks". Each task has someone responsible for it and a due date, and is usually linked to a customer so it appears on their record.

**Task lists** are reusable sets of tasks. Instead of creating the same onboarding or move-out tasks by hand every time, put them in a task list and Nexudus creates them for you when a new member signs up, a customer cancels, or an opportunity reaches a board stage.

## How to access

Select **Tasks** in the sidebar, or go to **CRM → Tasks**. The number next to **Tasks** in the sidebar is how many pending tasks you're responsible for at the current location.

![Tasks list](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-tasks.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=391937738ca18ddc14cfb1a79171e8fe)

To see one customer's tasks, open the customer and go to **CRM → Tasks**. Opportunities have a **Tasks** tab too.

Use the list's views to switch between **My pending tasks**, **My due tasks**, **All pending tasks**, **All due tasks** and **Not yet due tasks**. Overdue tasks are marked **Due**.

## Add a task

**1. Open the form**

Select **Tasks** and then **Add task**. To add a task for a specific customer, you can also start from their record.

**2. Describe the task**

Choose the **Location**, then write the **Task**. Make it specific, such as "Call about renewal terms" rather than "Renewal".

**3. Link a customer (optional)**

Select the **Customer** the task is about, and add any **Notes** that will help.

**4. Assign it**

Choose who's **Responsible** and the **Due on** date. Turn on **Notify responsible by email** to email them when the task is due.

**5. Save**

Save the task. It appears in the responsible person's pending tasks.

![A task open in the dashboard](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-task-details.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=e6d412c9e2ebee8db00625acef5e816e)

> [!NOTE]
>
> Tasks belong to a location and only show at that location.

## Complete tasks

Open the task and turn on **This task is complete**, or tick several tasks in the list and select **Mark as Completed** from **Bulk actions**. Completed tasks leave your pending views but stay on the customer's record.

## Task lists

To manage task lists, go to **CRM** and, under **Tasks**, select **Tasks lists**.

![Task lists](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-task-lists.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=b610c78ab1a402ad18902ce4b0ff95cb)

### Create a task list

**1. Create the list**

Select **Add task list**, give it a name such as "New member onboarding", and choose the **Location**.

**2. Add its tasks**

In the list's **Tasks** section, select **Add task** for each step. For each one, enter the **Name**, choose who's **Responsible**, and set **Due after**: the number of hours after the list starts that the task is due. Turn on **Notify responsible by email** if needed.

**3. Choose when it starts**

Set the list to start automatically, or link it to a board stage. See below.

For example, a "New member onboarding" list might have:

| Task | Responsible | Due after |
| - | - | - |
| Set up access card | Front desk | 0 hours |
| Add to community channels | Community manager | 24 hours |
| Book induction tour | Community manager | 48 hours |
| 30-day check-in call | Account manager | 720 hours |

Only active tasks in the list are created. Turn off **Task is active** on a task to leave it out without deleting it.

### Start a task list automatically

Under **Auto assign**, turn on **Automatically assign tasks in this list**, then choose when the list starts:

* for **new contacts**
* for **customers cancelling a contract**
* for **new members**

Use **Assign tasks only to these types of members** to limit it to customers on certain plans, for example a move-out checklist for private office plans only.

![A task list with auto assign set up for new members](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-task-list-details.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=797b5b09fab80e637e12299202e8be7a)

### Start a task list from a board stage

To create tasks when an opportunity reaches a stage, for example a handover checklist when a deal is won, edit the stage on your [CRM board](https://learn.nexudus.com/platform/crm/boards.md) and choose the list in **Start task list for opportunities added to this stage**.

When a task list starts from a stage, its tasks are assigned to the person responsible for the opportunity rather than the people set in the list. To do the opposite, and make each task's assignee responsible for the opportunity, turn on **Use the task list as responsible** on the stage.

### Copy a task list

To make a similar list, tick it in the list and select **Copy Selected Task Lists** from **Bulk actions**.

You can't add existing tasks to a task list. Add new tasks to the list instead.

## Edit, export or delete tasks

* **Edit:** open a task or task list, make your changes and save.
* **Export:** tick tasks or task lists and export them from **Bulk actions**.
* **Delete:** tick them and delete them from **Bulk actions**. Deleting can't be undone.

> [!TIP]
>
> Use [reminders](https://learn.nexudus.com/platform/crm/reminders.md) for messages that should go out automatically, and tasks for work that needs a person. A renewal reminder emails the customer; a renewal task makes sure someone calls them.

## Related

* [Opportunities](https://learn.nexudus.com/platform/crm/opportunities.md): deals tasks are often linked to
* [Boards](https://learn.nexudus.com/platform/crm/boards.md): stages that can start task lists
* [Reminders](https://learn.nexudus.com/platform/crm/reminders.md): automated emails
* [Members](https://learn.nexudus.com/platform/operations/members.md): where a customer's tasks appear


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