---
title: Managing Tasks
description: This article covers creating, assigning, and tracking tasks in HiveCRM.
url: "https://hiveplugins.com/docs/managing-tasks/"
updated: "2026-09-27"
category: HiveCRM
---

# Managing Tasks

This article covers creating, assigning, and tracking tasks in HiveCRM.

## Create a Task

1. Open the [project](managing-projects.md) (or lead, deal, or ticket) you want to add a task to, or go to a global task list if you're creating a standalone task.
2. Click **Add Task**.
3. Fill in the task's title, status, type, priority, and due date.
4. Assign it to a staff member.
5. Click **Save**.

If you've configured defaults under [Task Settings](task-settings.md), the status, priority, type, task prefix, and due date offset are pre-filled automatically.

## Update a Task's Status

Open the task and change its **Status** field as work progresses (for example from To Do to In Progress to Done).

## Reassign a Task

Open the task and change its assigned staff member. If **Alert Team Staff on Assignment** is enabled under [Task Settings](task-settings.md), the newly assigned person receives a notification.

## Prioritize Tasks

Use the **Priority** field to flag urgent work, and filter or sort task lists by priority to focus your team's attention.

## Delete a Task

Open the task and click the delete action, then confirm. Deleted tasks are moved to **Trash** and can be restored before being permanently removed.

## Related Documentation

- [Task Management Overview](task-management-overview.md)
- [Task Settings](task-settings.md)
- [Managing Projects](managing-projects.md)