GoHighLevel Unified Task Management How-To
If you are coming from tools like ClickUp and want a centralized way to manage work, GoHighLevel now offers unified task management that brings tasks from contacts and opportunities into a single, streamlined view. This guide explains how to use the unified task view, the task panel, and filters so you can prioritize follow-ups and never miss an important reminder.
What Is Unified Task Management in GoHighLevel?
The unified task management feature in GoHighLevel lets you see and work with tasks from different parts of your account in one place. Tasks created on contacts and opportunities are merged into a single interface so your team can quickly decide what to do next.
Instead of checking each contact or pipeline separately, the unified task area displays all your due and upcoming items. This is especially helpful for sales, support, and account management teams that need fast access to their daily workload.
Where to Find the Unified Task View in GoHighLevel
To open the unified task management area inside GoHighLevel, follow these steps:
- Log in to your GoHighLevel account.
- From the left-hand menu, navigate to the section where tasks are available (typically under a tasks or activities area in your sub-account).
- Open the main task screen where tasks from contacts and opportunities are merged into a single list.
Once you are on the main screen, you will see tasks that belong to different records but appear together in one unified layout.
How GoHighLevel Tasks Work Across Contacts and Opportunities
Tasks can be created on:
- Contact records
- Opportunities in your pipelines
With unified task management, GoHighLevel automatically pulls these into one list. This saves time and improves visibility, especially when your team manages many leads and deals at once.
Every task will show details like:
- Title or description
- Related contact or opportunity
- Due date and status
- Assigned user
Using the Task Panel in GoHighLevel
The task panel in GoHighLevel is a side drawer that shows important details about a task without forcing you to leave the main view. This helps you stay focused while quickly updating information.
How to Open the Task Panel in GoHighLevel
To open the task panel for any item:
- Go to the unified task list in GoHighLevel.
- Click on a specific task row in the list.
- The task panel should slide in from the side, displaying expanded details.
The panel makes it easy to see everything related to that task while still keeping your main list on screen.
Key Actions Inside the GoHighLevel Task Panel
Within the task panel, you can usually perform critical actions, such as:
- Editing the task title or description
- Changing the due date or status
- Assigning or reassigning the task to a team member
- Reviewing related contact or opportunity information
Working from the panel reduces clicks and gives you a more efficient way to manage follow-up activities.
Filtering and Sorting Tasks in GoHighLevel
Unified task management is most powerful when combined with filters. GoHighLevel provides various options so you can quickly find what matters most each day.
Common Task Filters in GoHighLevel
Typical filters you may see in the unified view include:
- Assignee: Show only tasks assigned to a specific user.
- Status: Filter by open, completed, overdue, or other statuses.
- Due Date: Focus on tasks due today, this week, or in a custom range.
- Source Type: See tasks related only to contacts or only to opportunities.
Combining filters allows teams to create a targeted task list—for example, all overdue tasks assigned to a particular salesperson.
Sorting Tasks for Better Workflow
Beyond filtering, GoHighLevel lets you sort tasks to control the order in which they appear. Common sorting options include:
- Sort by due date to work in chronological order.
- Sort by created date to process newer items first.
- Sort by priority or status where available.
Adjusting filters and sorting together helps shape a daily workflow tuned to each user’s responsibilities.
Managing Tasks from Contacts in GoHighLevel
When you open a contact record in GoHighLevel, you can create or review tasks that relate directly to that person. These tasks will also appear in the unified task view.
How to Create a Contact Task
- Open the contact record inside GoHighLevel.
- Locate the tasks or activities section on the contact page.
- Click the option to create a new task.
- Enter the task name, due date, and any relevant notes.
- Assign the task to the appropriate user and save.
Once saved, this task is tied to the contact and will show in the unified task list, where it can be managed alongside opportunity-related tasks.
Managing Tasks from Opportunities in GoHighLevel
Opportunities represent deals or stages in your pipeline. GoHighLevel lets you create tasks connected to these opportunities so you can track follow-ups that move deals forward.
How to Create an Opportunity Task
- Navigate to your pipeline or opportunities board in GoHighLevel.
- Select the opportunity for which you want to add a task.
- Look for the tasks area inside the opportunity details.
- Create a new task with a clear description and due date.
- Assign the task to the right team member and save.
These tasks are also added to the unified view, giving you a full picture of your upcoming work across all deals.
Best Practices for Using GoHighLevel Unified Tasks
To get the most from unified task management, apply these best practices:
- Standardize naming: Use clear task titles so users can understand the action at a glance.
- Keep due dates accurate: Update dates instead of leaving them overdue for long periods.
- Assign owners: Make sure every important task in GoHighLevel has a clear owner.
- Use filters daily: Encourage team members to start each day by filtering and sorting their task list.
Additional Resources for GoHighLevel Users
For the original documentation and the latest details on unified task management, visit the official article on the GoHighLevel help center: Unified Task Management Across Contacts and Opportunities.
If you need expert implementation help, templates, or consulting around GoHighLevel setups and automation, you can explore specialized services at Consultevo.
By using the unified task view, the task panel, and the filtering options in GoHighLevel, your team can manage work across contacts and opportunities in a single streamlined workflow, improving visibility and follow-through on every lead and deal.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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