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

# Tasks

> Assign follow-up work to contacts and opportunities

Tasks tracks the next action for a contact, with an optional link to an opportunity.

## Create and complete a task

<Steps>
  <Step title="Create the task">
    Open **Connect > Tasks > Create task**. Enter a title and choose a contact.
  </Step>

  <Step title="Add follow-up details">
    Add an opportunity, assignee, due date, description, and status as needed. Select **Create task**.
  </Step>

  <Step title="Update its status">
    Open the task as work progresses. Choose **To do**, **In progress**, **Done**, or **Cancelled**.
  </Step>
</Steps>

Use the display controls to sort or group your tasks. Task files require a linked opportunity and are stored with that opportunity.


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