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

# Tasks

> Create tasks, choose the assignee and the due date, and track your day, the full list, the team and the calendar.

## What it is for

**Tasks** keeps follow-ups, reminders and what each person needs to do, with a due date and an assignee. A task can be linked to a contact, a deal or a conversation.

## Who can use it

* Create and edit tasks: anyone with access to the screen.
* The **Team** tab is only for the Owner, Admins and Supervisors. For everyone else, **The Team view is for the Owner, Admins and Supervisors** appears and the screen shows their own day.
* Delete: the Operator can only delete tasks they created themselves.

## Where to click

In the menu, open **Tasks**. The tabs are **My day**, **All**, **Team** and **Calendar**. In **All** you can use **List** and the filters **Status**, **Priority**, **Type**, **Assignee**, **Owner**, **Follower** and **Client**. The **New task** button opens a drawer on the right side.

## Step by step

**1. Open the drawer**

Click **New task**. You can also create one from the contact's record (**Task** button) or from the ⋮ of a conversation.

**2. Give it a title**

Write in the title field, for example "Call customer". Without a title, the **Create** button stays disabled (as it does with an invalid due date or a reminder in the past).

**3. Set the due date and reminder**

Under **Due date**, choose date and time. If you want a notice, fill in **Reminder** with a future time. To repeat, use **Repeat**: **Every day**, **Every week**, **Every month** or **Every N days**. Repeating requires a due date.

**4. Choose who does it**

Under **Assignee**, select the person (or leave **Unassigned**). **Owner** comes as **System default**. Under **Followers**, click **Add** for people who only follow along.

**5. Link it to the customer and finish**

Under **Linked to**, search for the contact. Adjust **Status** (**To do**, **In progress**, **Waiting**), **Priority** (**Low**, **Medium**, **High**, **Urgent**) and **Type** (**General**, **Call**, **Follow-up**, **Meeting**, **Document**, **Email**). Write the **Description** if needed and click **Create**.

**Shortcut on the My day tab.** Type a sentence like "Call Mariana tomorrow 10am about installments @Rafael". The system understands the type, the contact, the date and the assignee.

## What happens next

* The task appears in **Tasks**, grouped as **Overdue**, **Today**, **Tomorrow**, **This week**, **Later** or **No due date**.
* To finish it, open the task and click **Complete**. There are also **Postpone**, **Duplicate** and **Reopen**. If there are open checklist items, the screen asks **Complete anyway**.
* In **Team**, drag the card to another person to hand over the task. In **Calendar**, drag it to a day to change the due date.
* If the task repeats, when you complete it the next one is created with the new date.
* Dates and times appear in your browser's time zone.

## Common errors

* **Choose a contact before creating the task.**
* **Choose the assignee.**
* **Check the date and time.**
* **Pick a time in the future.** The reminder cannot be in the past.
* **The reminder is after the task's due date.**
* **Error saving task.** Try again.
* **Couldn't load tasks.** Click **Try again**.
* **Couldn't hand the task to ...: they can't see the linked contact.**

## Next step

* [Contact record](https://docs.stchat.app/en/subcontas/ficha-do-contato.md)
* [Kanban](https://docs.stchat.app/en/subcontas/kanban.md)
* [Assign and resolve conversations](https://docs.stchat.app/en/subcontas/atribuir-e-resolver.md)


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