Task Management in GoHighLevel

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Task Management in GoHighLevel

Managing work in GoHighLevel can feel familiar if you have used ClickUp or other project tools. This guide shows you exactly how to use the built-in Task Management feature so you can organize, assign, and track tasks directly inside your CRM and pipelines.

Follow the steps below to understand where tasks live, how they connect to opportunities, and how your team can collaborate without needing a separate task platform.

Overview of GoHighLevel Task Management

The Task Management feature in GoHighLevel lets you create and manage to-dos inside pipelines rather than jumping between apps. Tasks are designed to sit on top of your opportunity workflows so that nothing slips through the cracks.

With Task Management you can:

  • Create tasks tied to specific opportunities.
  • Assign tasks to team members.
  • Track task dates and status.
  • View, edit, and complete tasks from a dedicated screen.

All of this happens inside your GoHighLevel account, connected to your existing pipelines and contacts.

Where to Find Tasks in GoHighLevel

You can work with tasks in two main places inside GoHighLevel:

  1. Within opportunities: Each opportunity card can have its own list of tasks.
  2. From the global tasks screen: A central area where you can see and manage all tasks together.

Both views stay in sync, so changes made in one place are visible in the other.

Accessing Tasks in the Opportunities View

To see and manage tasks linked to a specific opportunity, use the pipeline (opportunities) view.

  1. Log in to your GoHighLevel account.
  2. Navigate to the Opportunities or pipeline section.
  3. Click on an opportunity card to open its detail panel.
  4. Look for the Tasks area within the opportunity details.

From here, you can add, edit, and complete tasks associated with that individual opportunity.

Using the Global Tasks Screen in GoHighLevel

In addition to viewing tasks inside specific opportunities, GoHighLevel has a dedicated screen where you can access all tasks together.

  1. Open your GoHighLevel dashboard.
  2. Locate the Tasks menu item (often found in the main navigation or under a productivity section).
  3. Click it to open the global Task Management screen.

This view gives you a complete list of tasks, regardless of which opportunity or pipeline they belong to.

How to Create Tasks in GoHighLevel

Tasks can be created from within an opportunity or from the global tasks screen. Both methods keep the task connected to your CRM data.

Creating a Task From an Opportunity

  1. Open the Opportunities section in GoHighLevel.
  2. Click on the opportunity where you want to add a task.
  3. In the opportunity panel, find the Tasks area.
  4. Click Add Task or the equivalent button/icon.
  5. Enter a clear task name and any details needed.
  6. Set a due date if available.
  7. Assign the task to a team member, if the option is provided.
  8. Save or create the task.

The new task now appears within the opportunity and on the global tasks screen.

Creating a Task From the Global Tasks Screen

  1. Go to the Tasks section in your GoHighLevel account.
  2. Click the button to create a new task.
  3. Enter the task name and description.
  4. Associate the task with an existing opportunity if the interface allows it.
  5. Set due dates, priority, or other options as displayed.
  6. Assign the task to the correct user.
  7. Save the task.

This method is useful for quickly logging work items without first opening a pipeline card.

Assigning and Managing Tasks in GoHighLevel

Once tasks are created, the next step is to assign and manage them so your team can work efficiently.

Assigning Tasks to Team Members

In GoHighLevel, each task can typically be connected to a specific user, keeping ownership clear.

  1. Open the task from either the opportunity panel or the global tasks list.
  2. Look for the Assigned To or User field.
  3. Select the appropriate team member from the dropdown.
  4. Save your changes.

The assigned user can now see the task and work on it as part of their daily responsibilities.

Updating Task Status and Details

As work progresses, update the task so that GoHighLevel always shows accurate status information.

  1. Click on the task you want to update.
  2. Edit the task name or description if needed.
  3. Adjust the due date to match your current timeline.
  4. Change any status fields (for example, from Open to In Progress or Completed if those are available).
  5. Reassign the task if ownership changes.
  6. Save your updates.

These updates help your team see what is pending, in progress, or complete directly inside GoHighLevel.

Tracking and Completing Tasks in GoHighLevel

Finishing tasks and keeping your board clean is simple using the built-in tools.

Viewing All Tasks by User or Status

From the global tasks screen you can often filter or sort to focus on what matters most.

  • Filter by assigned user to see each person’s workload.
  • Filter by status to find overdue, open, or completed tasks.
  • Sort by due date to spot urgent work.

This makes GoHighLevel a central place to review daily priorities.

Marking Tasks as Complete

  1. Open the Tasks view or an individual opportunity.
  2. Locate the task you’ve finished.
  3. Use the checkbox, status dropdown, or complete button (depending on the interface) to mark it as completed.
  4. Confirm the change if prompted.

Completed tasks stay recorded for reference while keeping your active list focused on what still needs attention.

Best Practices for Task Management in GoHighLevel

To get the most from Task Management inside GoHighLevel, follow these simple best practices:

  • Keep task titles short and clear. Make it easy for users to know exactly what to do.
  • Link tasks to opportunities. This keeps your sales and service workflows tightly connected.
  • Use due dates consistently. They help you prioritize and avoid missed commitments.
  • Review tasks daily. Encourage your team to check the GoHighLevel tasks screen at the start and end of each day.
  • Update status frequently. Real-time status updates maintain accurate pipeline visibility.

More Resources for GoHighLevel Task Management

If you want to go deeper into how tasks work inside the platform, review the official documentation and expert resources.

By using Task Management consistently inside GoHighLevel, your team can centralize work, minimize missed follow-ups, and keep your opportunity pipelines moving forward.

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