How can I select leads and add a due date when creating a task?

How can I select leads and add a due date when creating a task?

Click the Add Task button

, and a task window will pop up. At the bottom of the window, you’ll find options to set a due date

and select a lead

.

If you’ve already created a task and missed adding a lead or due date, don’t worry—you can always click on the task to edit and update those details.

Updated on: 16/10/2025