--- title: "Create and assign tasks" slug: "create-assign-tasks" description: "Learn how to set up custom task types and create tasks manually and automatically." updated: 2026-03-27T09:16:29Z published: 2026-03-27T09:16:29Z canonical: "support.kommo.com/create-assign-tasks" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.kommo.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and assign tasks > [!NOTE] > **What you’ll need:** > > - Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial). > > **Keep in mind:** > > - Only users with the **Admin** role can create new task types. # In Kommo, **tasks** help organize your work. You can create tasks, assign responsible users, set deadlines, and track progress to ensure everything gets done on time. ## Add a new task type By default, Kommo includes two task types: **Follow-up** and **Meeting**. You can also create custom task types to match your workflow. To add a new task type: 1. Go to **Calendar → … → Manage event types**. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-e4n4dr1f.jpg) 2. Click the **Custom task type** field**.**![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-vbfmllfv.jpg) 3. Enter a name for the task type.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-gjwtsk3n.jpg) 4. Click **Save**.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-7900s5qw.jpg) ## Create a task manually You can create tasks in several ways. Below are two common options: from the **calendar** and from a **lead card**. ### Create a task from the calendar 1. Go to **Calendar → New event**. The **Task** tab will open. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-k4azuo8p.jpg) 2. Select a lead or contact. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-v78f3wwr.jpg) 3. Set the deadline. - You can choose a **pre-set deadline** - In an hour, Today, Tomorrow, etc. - You can also set a specific **date** or **date and time**. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-jo4h4fjp.jpg) 4. Click the **assigned user’s name** (default). → Choose a **new responsible user** if needed. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-ijrtlopv.jpg) 5. Click **Follow-up** (default) → Choose a task type. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-k9tr7rix.jpg) 6. Add a **comment** (optional). 7. Click **Set** to save the task. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-oy3exwaf.jpg) ### **Create a task from a lead profile** 1. Go to **Pipelines**, select the pipeline, and open the lead. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-fe95stq2.jpg) 2. Click **Chat** → Select **Task**.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-a34pbmun.png) > [!NOTE] > **Note:** If you haven’t added any tasks for this lead yet, you’ll see the message “No tasks planned, start by adding one”. To create a task, click **Adding one**. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-d3zel97i.jpg) The task form will open. 1. To set the deadline, click **Tomorrow** (default) -> Choose a **pre-set option**, a specific **date**, or a **date and time.** ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-anzso6om.jpg) 2. If needed, click the assigned person’s **name** and select a different responsible user. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-jvfzw594.jpg) 3. Click **Follow-up** and choose a task type. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-iie8whvj.jpg) 4. (Optional) Click the comment field and add a **comment**. 5. Click **Set**. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-ln4pq6vo.jpg) ## Set up automatic task creation To reduce manual work, you can set up tasks that are created automatically. ### **Automated tasks for contacts and companies** You can set a task that is automatically created every time a new contact or company is added. This can be done through business processes. To set it up: 1. Go to **Lists → Contacts/Companies → … → Business processes**. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-qs57ry6q.jpg) 2. Click **Add process**. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-jx81192h.jpg) 3. Click **Task deadline: immediately** (default value) → Set the deadline. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-t0fjp0mg.jpg) 4. Click **For: Creator** (default) → Select the responsible user. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-zxug5r7o.jpg) 5. Click **Follow-up** (default) → Choose a task type. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-39t56hlq.jpg) 6. Add a comment (optional). → Click **Save**. ![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/create-and-assign-tasks-image-wzdfoier.jpg) > [!NOTE] > **Note:** For contacts and companies, automated tasks are created only when a new record is added. Other actions cannot trigger task creation. ### **Automated tasks for leads** You can set up automated tasks for many actions related to leads. For example, when: - A lead moves to a new stage - An email from a lead is received - A new tag is added to a lead - And more These tasks are set up using **triggers**. Learn more about triggers in the [Set up digital pipelines triggers](/v1/docs/set-up-digital-pipeline-triggers) article. ## Related - [Tasks & calendar overview](/tasks-calendar-overview.md) - [Troubleshooting tasks and bookings in Kommo](/troubleshooting-tasks.md) - [Work with pipelines, chats, and tasks on mobile](/pipelines-mobile.md) - [Manage bookings in Kommo](/appointment-scheduling-manage.md)