How Do I Create a Task?

About

Tasks in Goliath help you track follow-ups, schedule calls, and manage your workload across contacts, properties, and deals. You can create a single task directly from a contact’s detail page when you need to log a follow-up, or batch-create tasks for multiple contacts at once—ideal for assigning the same action (like a follow-up call) to an entire segment of your pipeline.

Step-by-Step Guide

Creating a Single Task from a Contact Detail Page

1. Open the contact and find the Tasks section

   From the Contacts page, click a contact name to open their detail page. Scroll to the Tasks section in the right panel.

   

2. Click the add task button

   In the Tasks section, click the + icon to open the task creation form.

   

3. Connect your calendar (if prompted)

   If you haven’t connected your calendar yet, Goliath may prompt you to integrate Google or Microsoft. Click Connect With Google or Connect With Microsoft to sync your calendar, or select Don’t show again to skip. You can also click View All Integrations to explore other options.

   

4. Fill in the task details

   Enter a Task Name, select a Task Type (e.g., Follow Up), choose a Due Date & Time, and pick a Timezone. Use the Assign To field to assign the task to yourself or another team member. Add an optional Description for context. Check Create a Calendar Event if you want the task to appear on your synced calendar.

   

5. Save the task

   Click Create Task to save. The task is automatically linked to the contact and will appear in the Tasks section of their detail page.

   

Creating Tasks in Bulk from the Contacts List

1. Select contacts and open Add Task

   On the Contacts page, check the box next to each contact you want to assign a task to. Click the Actions dropdown and select Add Task.

   

2. Configure and create the tasks

   The Bulk Task Creation modal opens. Enter a Task Name — use placeholders like Contact, Address, or Your Full Name to personalize each task. Select a Task Type, set the Due Date, Time, and Timezone. Choose an assignee or check Assign to current agents to route each task to the contact’s existing agent. Click Create Tasks when ready — Goliath creates one task per selected contact, each linked to their respective record.

   

Pro Tips

• Use placeholders in bulk task names: When creating bulk tasks, insert placeholders like Contact or Address to automatically populate each task name with the contact’s details.
• Filter tasks by due date: Use the Overdue Tasks, Today’s Tasks, or Future Tasks quick filters on the Contacts page to surface tasks that need attention.
• Calendar sync: If you enable Create a Calendar Event, the task will appear in your Google or Microsoft calendar, making it easier to manage your schedule in one place.
• Tasks are binary: A task in Goliath is either done or not done. If a task is incomplete and past its due date, it automatically appears in the Overdue filter—no manual status update required.

Frequently Asked Questions

Q: Can I create a task without linking it to a contact?

Yes. Navigate to the Tasks page in the left sidebar and click New Task. This creates a standalone task, but it won’t be linked to any contact, property, or deal, so you’ll lose the context and timeline visibility.

Q: Can I assign a task to multiple people?

No. Each task can only have one assignee. If you need multiple team members to complete the same action, create separate tasks for each person.

Q: Will the assignee get notified when I create a task for them?

Yes, as long as the assignee has task notifications enabled in their user preferences. Check Settings > Notifications to configure notification settings.

Q: Can a task have sub-tasks?

Not natively. If you need to break down a large action, create multiple separate tasks and link them to the same contact or deal.

Q: How do I see all my overdue tasks?

On the Contacts page, click the Overdue Tasks quick filter button under the search bar. You can also navigate to the Tasks page in the left sidebar and filter by Overdue.

Q: Can I create tasks from workflows?

Yes. Goliath workflows can automatically generate tasks based on triggers—for example, “when a new seller lead is created, create a follow-up call task assigned to the on-call acquisitions rep due in 1 day.” Learn more in the Creating a Workflow guide.