Getting Started & General
GoHighLevel keeps tasks inside the same platform where your conversations, leads, and automations live. Team members can view assigned tasks, see due dates, and jump straight to the related contact without switching apps. Tasks can also be created automatically inside workflows, so no follow-up falls through the cracks.
2026年6月2日に更新
4:09概要. GoHighLevel's task management puts to-do items next to the contacts and conversations they belong to. Each team member sees their assigned tasks with due dates, priority status, and a direct link to the relevant contact record. Workflows can trigger task creation automatically, for example when a lead responds to an outreach sequence, so urgent follow-ups get assigned the moment action is needed. Task reminders and triggers let you build longer sales-cycle follow-up chains as well.
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Yes, add an Add Task action to any workflow and set the assignee and due date.
Yes, use Task Reminder, Task Added, or Task Completed as workflow triggers.
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