# Tasks

Every deal you’re working on should have a clearly defined next step. Tasks are the way to go for this in Zero.

<figure><img src="/files/uSrosbe7gZ21YuBMYgCl" alt="" width="563"><figcaption></figcaption></figure>

***

## Why Tasks Matter

* They help you stay organized and prevent deals from stalling.
* Ensures that every deal has a concrete action to move it forward.
* Tasks capture commitments, follow-ups, or reminders, so nothing slips through the cracks.

***

## Creating New Tasks

Capture tasks quickly to free up mental space. Here are the ways to create tasks within Zero:

* **Keyboard Shortcut (“T”)**\
  Press **T** from any page to open the task generator immediately.\
  If you’re viewing a specific object (company, contact, or deal), the new task will automatically link to that object.
* **From List Views via “Next Steps”**\
  In any list view (companies, deals, contacts) that shows a “Next Steps” property, you can add a task directly there.\
  The task will be created and linked to the corresponding record.
* **Task Manager View**\
  Go to the *Tasks* Section. Click **“Add Task”** to create a task manually, with full control over its settings.
* **Via Automation**\
  Use the “Add a Task” action in your workflows.\
  Tasks can be generated automatically when certain triggers fire (e.g. after a call, after a deal stage change, etc.).

***

## Assigning Values to a Task

When filling in task details, you can set various properties to ensure clarity:

* **Owner(s):**\
  Type `@` and select a user from the dropdown.
* **Linked Records (Contacts, Companies, Deals):**\
  Type `@ + [name]` to search and link the correct contact, company, or deal.
*

```
<figure><img src="/files/YkcQDeVv0FcDmI2Wsc9D" alt="" width="563"><figcaption></figcaption></figure>
```

* **Deadline:**
  * Use the calendar icon to pick a date.
  * Or use natural-language phrasing such as *“by Monday”*, *“next Tuesday”*, *“on Wednesday”* to set the deadline.
* **Priority:**\
  Click on the priority icon to set how urgent or important the task is. You can change it later from the task view.<br>

<figure><img src="/files/v72HmcW263SHBgjByC8O" alt="" width="563"><figcaption></figcaption></figure>

***

## Where to see your tasks in Zero

* **Tasks Sections**\
  The Task Section in Zero shows you the relevant tasks for the next few days grouped by deadline, so you know what to focus on next.

  * By default, this section shows tasks assigned to you, but you can view tasks by assignee.
  * You can filter also tasks by owner, deadline, priority, status, or linked object type (contact/company/deal).
  * Unscheduled tasks are hidden by default. You can quickly assign them a deadline via drag-and-drop.<br>

  <figure><img src="/files/5FQqIEYAZxG6wGVxM3Jq" alt="" width="563"><figcaption></figcaption></figure>
* **“Next Steps” property**\
  In any list or kanban view, you can add the property "Next Steps" to see all open tasks connected to your record.

<figure><img src="/files/YysWa2iRAMOLfORasFel" alt="" width="563"><figcaption></figcaption></figure>

* **Contextual Visibility**\
  On any company, deal, or contact record, you’ll see the open or linked tasks in the "Tasks" tab, so you always have visibility into outstanding actions in context.

***

## Importing Tasks from Call Recorders

If your call recorder integration supports creating follow-up tasks automatically (for example: Circleback, Fathom), Zero will import such tasks and link them to the correct record. This helps reduce manual effort after calls.\
\
Read more about connecting your call recorder here: [Call Recorders](/features/call-recorders.md)


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