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# How to add tasks?

# How to add tasks?

Tasks help you keep track of important follow-ups and reminders while managing leads in ReachBoost.
They can be useful in situations such as:
* A prospect asks you to follow up in two weeks.
* You want to reach out via email or phone at a later date.
* A lead needs to be moved into another campaign.
* Any other action that requires a reminder.

**Note:** This feature is currently only available for Agency accounts. Support for the Sales package is coming soon.

---

### Create a task from a lead list

**Step 1 - Open the lead**
Go to the relevant lead list and open the lead you want to create a task for.

**Step 2 - Open Notes**
Click **Notes**.

**Step 3 - Add your note and reminder**
Write your note, enable **Set Reminder**, and choose the desired reminder date.

---

### Create a task from a campaign

You can follow the same process directly from the **Campaigns** section.

**Step 1 - Open the lead**
Navigate to the lead within the campaign.

**Step 2 - Add your note and reminder**
Open **Notes**, add your note, enable **Set Reminder**, and choose the desired reminder date.

---

### Create a task from the Unified Inbox

**Step 1 - Open the conversation**
Navigate to the relevant conversation in the Unified Inbox.

**Step 2 - Open lead details**
Click **Actions**, then **Details**.

**Step 3 - Add your note and reminder**
Open **Notes**, add your note, enable **Set Reminder**, and choose the desired reminder date.

---

### Managing tasks

All created tasks will appear in the **Notification Center** within the Agency Dashboard once they become due.

**Step 1 - Open the Notification Center**
Navigate to the Agency Dashboard and open the **Notification Center**.

**Step 2 - Open a task**
Click **Open** on a task to return directly to the workspace and lead associated with that reminder.

**Step 3 - Dismiss a task**
Click the checkbox next to the task to mark it as completed and dismiss the notification.

| Adding reminders immediately after a conversation helps ensure important follow-ups never get missed.