Creating tasks for lead sites

Tasks are how your team tracks follow-up actions on land deals — site visits, legal checks, negotiation calls, and anything else that needs to happen on a specific timeline. If it’s not in a task, it’s easy to forget.

Create a task from the Tasks page

1. Go to Tasks in the sidebar.
2. Click New Task.
3. Fill in the required fields (see below).
4. Click Create Task.

This is the quickest way to create a standalone task. If you want it linked to a lead site, you can set that in the form or add it later.

Create a task from within a lead site

Creating a task from a lead site automatically links the task to that site — no extra step needed. This is the preferred approach when you’re already looking at a site and spot something that needs follow-up.

1. Open a lead site from the Lead Sites list.
2. Go to the Tasks tab.
3. Click Add Task.
4. Fill in the required fields.
5. Click Create Task.

The task appears in both the lead site’s Tasks tab and the main Tasks page, so nothing falls between the cracks.

Required fields

Field	Notes
Title	Short, action-oriented description (e.g., “Confirm EC with sub-registrar”)
Assignee	The team member responsible for completing the task
Priority	Low, Medium, or High
Due Date	Date by which the task must be completed

Tip: Write titles as actions, not topics. “Call owner to negotiate price” is more useful than “Price discussion” when scanning a long task list.

Optional fields

• Description — add context, instructions, or links. This is especially helpful for handoffs — the assignee gets everything they need without chasing you down.
• Linked Lead Site — attach the task to a specific site. Required if you’re creating from the Tasks page and want the task associated with a site.

Linking a task to a lead site

If you created a task from the Tasks page without linking it, you can always add the connection later:

1. Open the task.
2. Click Edit.
3. Use the Lead Site field to search and select the site.
4. Click Save.

A task can only be linked to one lead site at a time. If a task spans multiple sites, create separate tasks for each — it keeps accountability clear.