Manage Tasks in GoHighLevel

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Manage Tasks Across Multiple Objects in GoHighLevel

In many teams, ClickUp is used to organize work, but inside GoHighLevel you can manage all your tasks directly where your contacts, opportunities, and conversations live. This guide explains step by step how to use the unified Tasks tab so you can track and complete work across different objects without jumping between tools.

This how-to article is based on the official Help Center documentation and walks you through creating tasks, viewing tasks from multiple areas, and using filters and smart lists to stay organized in GoHighLevel.

Overview of Tasks in GoHighLevel

The Tasks feature in GoHighLevel lets you attach action items to different records so your team can see exactly what needs to be done in context. You can work with tasks from several locations, but they all come together inside the main Tasks tab.

Supported objects for tasks include:

  • Contacts
  • Opportunities
  • Conversations

Every task you create from any of these objects can be viewed and managed in one consolidated view in GoHighLevel.

Access the Unified Tasks Tab in GoHighLevel

To use tasks across multiple objects, start with the central Tasks area in GoHighLevel.

  1. Log into your GoHighLevel account.
  2. From the left-hand menu, click Tasks.
  3. The main Tasks screen will open, showing all tasks from contacts, opportunities, and other supported objects.

This view is the hub where you can filter, sort, and manage every task created across your GoHighLevel workspace.

Create Tasks from Different Objects in GoHighLevel

You can create tasks directly from several pages. Each task will automatically link back to its originating object, while still appearing in the unified Tasks tab in GoHighLevel.

Create a Task from a Contact Record in GoHighLevel

  1. Open the Contacts section.
  2. Click on a specific contact to open the contact detail view.
  3. Locate the Tasks panel or tasks area related to that contact.
  4. Click Add Task or the plus icon.
  5. Enter the task name, description, due date, and assignee.
  6. Save the task.

The task is now associated with that contact and will also appear in the global Tasks tab in GoHighLevel.

Create a Task from an Opportunity in GoHighLevel

  1. Navigate to the Opportunities or Pipelines area.
  2. Select the pipeline and open an existing opportunity.
  3. Find the section that lists tasks for this opportunity.
  4. Click to create a new task.
  5. Fill in task details such as due date, priority, and owner.
  6. Save the task.

This task is tied to the specific opportunity while still being visible in the main Tasks screen inside GoHighLevel.

Create a Task from a Conversation in GoHighLevel

  1. Open the Conversations area.
  2. Select a conversation thread with a contact.
  3. Use the options or actions menu in the conversation to create a task.
  4. Add a clear title, due date, and assign it to the right team member.
  5. Save the task.

The new task is linked to that conversation and will automatically sync to the global Tasks view in GoHighLevel.

View and Filter Tasks Across Multiple Objects in GoHighLevel

Once tasks exist across contacts, opportunities, and conversations, you can manage them in one place using filters and sort options.

Use Filters in the Tasks Tab in GoHighLevel

  1. Go to the Tasks tab.
  2. Locate the filter controls at the top of the list.
  3. Filter tasks by criteria such as:
    • Status (open, completed, overdue)
    • Due date
    • Assigned user
    • Object type (contact, opportunity, conversation)
  4. Apply the filters to narrow down the task list.

Filters help you quickly find the tasks you need to work on, regardless of which object they are connected to in GoHighLevel.

Sort and Organize Tasks in GoHighLevel

  1. In the Tasks tab, use the column headers to sort tasks.
  2. Sort by due date to see the most urgent tasks first.
  3. Sort by assignee to see workload per team member.
  4. Sort by status to group completed versus open tasks.

Sorting makes it easy to create a focused view of your most important work in GoHighLevel.

Work with Tasks from the Contact Record in GoHighLevel

Tasks remain visible where they were created, in addition to the unified Tasks page. This allows you to stay in context while reviewing a specific contact in GoHighLevel.

  1. Open the Contacts section.
  2. Choose a contact with existing tasks.
  3. Scroll to the tasks panel on the contact record.
  4. Review open and completed tasks tied to that contact.
  5. Update status, due dates, or assignees directly from this view.

Any changes you make here will reflect instantly in the global Tasks tab in GoHighLevel.

Available Columns and Fields for Tasks in GoHighLevel

In the unified Tasks area, you can see key information for each item. While exact columns may vary, a typical task in GoHighLevel includes:

  • Task name or title
  • Related object (contact, opportunity, or conversation)
  • Assignee
  • Due date
  • Status (open, in progress, completed, overdue)
  • Creation date

These fields help you quickly understand what a task is about, who owns it, and when it is due inside GoHighLevel.

Create a Tasks Smart List in GoHighLevel

Smart lists allow you to build saved, dynamic views of tasks based on filters, so you can return to them anytime in GoHighLevel.

  1. Open the Tasks tab.
  2. Apply filters for the type of view you want (for example, all overdue tasks for a specific user).
  3. Look for an option such as Save Filter or Create Smart List.
  4. Name your smart list clearly, such as “My Overdue Tasks” or “Today’s Calls”.
  5. Save the smart list.

From now on, you can select this smart list from the Tasks tab to instantly load your preferred filtered view in GoHighLevel.

Best Practices for Managing Tasks in GoHighLevel

  • Keep tasks specific: Use clear titles and descriptions so team members know exactly what to do.
  • Use due dates: Always set a due date to prevent tasks from being forgotten in GoHighLevel.
  • Assign owners: Every task should have a responsible user to avoid confusion.
  • Work from smart lists: Build smart lists by priority, user, or pipeline to streamline your daily workflow.
  • Update status frequently: Mark tasks complete as soon as they are done so reporting and dashboards stay accurate.

Additional Resources for GoHighLevel Users

For the original reference article about tasks across multiple objects in GoHighLevel, you can visit the official Help Center page here: Tasks Across Multiple Objects in GoHighLevel.

If you want expert consulting, implementation support, or optimization services around GoHighLevel and related workflows, explore the resources at Consultevo.

By using the unified Tasks tab, filters, and smart lists together, you can turn GoHighLevel into a central hub for all your action items, keeping your team aligned and your work clearly organized across contacts, opportunities, and conversations.

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