# 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="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2FBZxh5ur8tBHlYD5qwYxy%2FScreenshot%202025-09-18%20at%2016.42.08.png?alt=media&#x26;token=ad154eb5-b340-4a74-8910-f88a0ad39b10" alt="" width="563"><figcaption></figcaption></figure>

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## 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.

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## 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.).

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## 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="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2FQOV8x4dpJ99SHCAD68Oc%2Fimage.png?alt=media&#x26;token=bfc24926-46ac-48da-a9fc-6f3d1e5de8af" 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="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2FLOxtqurcwXD7PUae7QI0%2Fimage.png?alt=media&#x26;token=c9c548e2-4240-4493-8274-0468b1c2fa7b" alt="" width="563"><figcaption></figcaption></figure>

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## 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.&#x20;
  * 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="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2F6gVb9yjIngSM6iDqctEa%2FScreenshot%202025-09-18%20at%2016.35.54.png?alt=media&#x26;token=85dd0b08-0a46-4bd1-b099-86fbe5bb5eea" 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="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2F8nzZAYSSYAjWbcsbXiTi%2Fimage.png?alt=media&#x26;token=c513b767-cbde-4b3f-afda-d2b184e2d170" 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.

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## 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](https://docs.zero.inc/features/call-recorders "mention")