# Create a task

Set a to-do for a contact with a due date and an owner, and see your open tasks on the dashboard.

Source: https://www.fundhero.com/help/create-a-task/
Updated: 2026-10-20

Create a task from a contact's **Add Interaction** > **Add Task** menu, with a title, a due date and the teammate responsible. Tasks aren't available on the Basic plan.

## Create a task

1. Open **Contacts** and select the contact.
2. Select **Add Interaction**, then **Add Task**.
3. Enter a **Task Title**.
4. Choose a **Due Date**.
5. Optional: choose a teammate in **Assign User**.
6. Optional: add details in **Notes**.
7. Select **Save**.

## Find and finish tasks

An open task stays at the top of the contact's timeline, ordered by due date, until you complete it. It shows the title, the **Due Date** and the **Owner**.

- Select **Mark as completed** on the task when it is done. It moves into the timeline as "completed a task".
- Select the three-dot menu and choose **Edit** to change the **Task Title**, **Assign User**, **Date Created**, **Due Date** or notes. Choose **Delete** to remove it.

Open tasks also appear on the dashboard under **Outstanding Tasks**. Each row shows the contact, the task and either "Overdue" or "Due in" with a number of days. The row's menu has **mark as complete**, **edit task** and **delete task**, and **See all tasks** opens the Outstanding Tasks list in Contacts.

To see every contact that has an open task, or only overdue ones or ones assigned to you, use the **Outstanding Tasks** list in [Built-in smart lists](https://www.fundhero.com/help/built-in-smart-lists/#outstanding-tasks). You can also filter by task with **Filters** > **Tasks**.