How-to

Create and complete tasks

Choose Add task on the Tasks page or on a lead. Every task is linked to a lead. Tick a task's checkbox to complete it.

Who can do this: Everyone
Plan: Free

Create a task

Choose Add task on the Tasks page, or the task button on a lead.
Enter a Task title, a due date and time, the type (for example Call, Appointment or Offer), priority and who it is assigned to.
Under Associated with, choose the lead. Every task belongs to a lead.
Save.

Find your tasks

The Tasks page shows All tasks, Due today, Overdue and Upcoming. Use Search tasks, filters and sort to narrow the list. The Tasks item in the sidebar shows a count of overdue tasks.

Complete or change a task

Tick the checkbox to complete it. You see Task completed with an Undo option. Completed tasks drop off the list.
Click a task to edit it, including moving the due date.

Last reviewed October 4, 2026.

Still need help?

In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.