---
title: Add a task
description: The four ways to add a task in Relivo, and which ones can carry a reminder.
search:
  keywords: [new task, create task, to-do, follow-up, schedule follow up, add reminder, next step, due date, priority]
related:
  - /tasks-and-reminders/where-tasks-appear
  - /tasks-and-reminders/task-reminders
  - /tasks-and-reminders/next-action
  - /tasks-and-reminders/complete-edit-or-delete-a-task
---

You can add a task from a contact's page, from **Quick add**, from a deal, or as the next step after you log a call or email.

Every task has a title, an optional due date, and a priority of **Low**, **Medium** or **High** (**Medium** unless you change it). The due date is a day; a reminder carries the time.

## From a contact's page

1. **Open the dialog**

    Under **Next action**, click **Add** or **Set one**. When the contact has no tasks at all, **Add a task** on the **Tasks** tab does the same.

2. **Fill it in**

    In **Add a next action**, write **What's next**, and add **Details**, a **Due date** and a **Priority** if you want them.

3. **Add a reminder**

    Open **Reminder** to choose when and how Relivo reminds you. See [Task reminders](/tasks-and-reminders/task-reminders).

4. **Save**

    Click **Add action**, or **Skip** to close without adding one.

**Add** and **Set one** only appear while the contact has no open task. To add another task for someone who already has one, use **Log interaction** or **Quick add**, below.

## As the next step after logging

**Log interaction** on a contact page, and every button on Today, open **Log it, then set the next step**. Fill in **Next step** before you click **Save**, and it becomes a task for that contact. It can carry a text or email reminder. See [Log what happened and set the next step](/today/act-on-an-item).

## From Quick add

Click the plus button at the top of the sidebar, then choose **Task**. Fill in **Task**, and optionally a **Note**, a **Contact**, a **Due date** and a **Priority**, then click **Add task**.

## From a deal

On the deal's page, click **Add task** next to **Tasks**. Fill in **Task**, **Due date** and **Priority**, then click **Add task**. The task belongs to the deal and to the deal's contact, so it shows on both.

:::note
Tasks added from **Quick add** or a deal have no reminder. To add one, open the contact's **Tasks** tab and edit the task.
:::

When you mark a contact's last open task done on their page, Relivo opens **Add a next action** so they always have a next step. Click **Skip** if they don't need one.
