This article covers how to add a task to a contact record in Keap™, how to view tasks associated with a contact, and how to mark a task as completed from the contact record. Tasks added to a contact record also appear in the task list on the Keap home page dashboard. This article does not cover how to manage tasks from the task dashboard or how to create tasks inside an automation sequence. For help with tasks in automation, see how to use a Task Completion Goal in the Keap automation builder.

Why Adding Tasks to a Contact Record Keeps Follow-Up on Track

When a conversation with a client requires a follow-up action — such as a callback, a document to send, or a proposal to prepare — adding a task directly to the contact record keeps that action connected to the right client. Tasks added to a contact record appear in the task list on the Keap home page dashboard so nothing gets missed. Viewing and completing tasks from the contact record means follow-up can be recorded and tracked without leaving the client's record.

How to Add a Task to a Contact Record in Keap

Follow these steps to add a new task to a contact record in Keap.

1. On the contact record, select More.

   

   The screenshot above shows a Keap contact record with the More button visible. Selecting More opens a dropdown menu displaying additional actions available on the contact record including the Add a Task option.

2. Select Add a Task from the dropdown menu.

   

   The screenshot above shows the More dropdown menu on a Keap contact record with the Add a Task option visible. Selecting Add a Task opens the task creation panel where the task details are entered.

3. Enter the task details in the task creation panel. Task details include the task title, due date, assigned user, and any notes relevant to the task.

   

   The screenshot above shows the task creation panel on a Keap contact record. The panel displays the task detail fields including the task title, due date, assigned user, and notes. Complete the relevant fields before saving the task.

4. Select Save to add the task to the contact record. The task will also appear in the task list on the Keap home page dashboard.

How to View and Complete Tasks From a Contact Record in Keap

Follow these steps to view tasks associated with a contact and mark a task as completed from the contact record in Keap.

1. On the contact record, select the Tasks card to open the tasks panel.

   

   The screenshot above shows a Keap contact record with the Tasks card visible. Selecting the Tasks card opens the tasks panel which displays all open tasks associated with the contact record.

2. To mark a task as completed, select the checkbox next to the task in the tasks panel.

   

   The screenshot above shows the tasks panel on a Keap contact record with the checkbox next to a task selected. Selecting the checkbox marks the task as completed and removes it from the open tasks list in the tasks panel.

3. To view tasks that have already been completed, select Show Completed in the tasks panel.

   

   The screenshot above shows the tasks panel on a Keap contact record with the Show Completed option visible. Selecting Show Completed expands the tasks panel to display completed tasks. Completed tasks are listed separately from open tasks in the panel.

Frequently Asked Questions

What does this article cover?

This article covers how to add a task to a contact record in Keap, how to view tasks associated with a contact, and how to mark a task as completed from the contact record. This article does not cover how to manage tasks from the task dashboard or how to create tasks inside an automation sequence. For help with tasks in automation, see how to use a Task Completion Goal in the Keap automation builder.

Will tasks added to a contact record appear on the Keap home page dashboard?

Yes. Tasks added to a contact record automatically appear in the task list on the Keap home page dashboard. For more information about the task list dashboard widget, see the task list on the Keap home page dashboard.

How do I view completed tasks on a contact record?

Select the Tasks card on the contact record to open the tasks panel, then select Show Completed to display tasks that have been marked as completed. Completed tasks are displayed separately from open tasks in the tasks panel.