[Skip to content](#main-content) Features [Land Lead Management](/features/land-lead-management)[Field Execution](/features/field-execution)[Pricing Intelligence](/features/ai-pricing)[Document Verification](/features/document-verification)[Task Management](/features/task-management)[Competitor Intelligence](/features/competitor-intelligence)[Location Intelligence](/features/location-intelligence)[Smart Dashboard](/features/smart-dashboard)[Audit Trail](/features/audit-trail)[View all features](/features) Solutions For your business [Real Estate Developers](/solutions/real-estate-developers)[Banks & NBFCs](/solutions/banks-nbfcs)[Land Valuation Teams](/solutions/land-valuation-teams)[Legal Teams](/solutions/legal-teams) For your team [Decision Maker](/roles/decision-maker)[Team Lead](/roles/team-lead)[Field Team](/roles/field-team) By Use Case [Land Acquisition](/solutions/land-acquisition)[Site Analysis](/solutions/site-analysis)[Portfolio Management](/solutions/portfolio)[View all roles](/roles) Compare [Proquiro vs Excel](/vs/excel)[Proquiro vs Google Sheets](/vs/google-sheets)[Proquiro vs WhatsApp](/vs/whatsapp-tracking)[Proquiro vs Manual Process](/vs/manual-process)[Proquiro vs LAMS](/vs/lams)[Proquiro vs ERP](/vs/erp) Resources [Land Area Converter](/tools/land-area-converter)[Price Per Sq Ft](/tools/price-per-sqft-calculator)[ROI Calculator](/tools/land-roi-calculator)[OSR Calculator](/tools/osr-calculator-india)[Due-Diligence](/tools/land-due-diligence-checklist)[Site Visit](/tools/site-visit-checklist)[Legal Documents](/tools/document-readiness-checker)[Excel Template](/tools/excel-template)[All tools](/tools) [Pricing](/pricing) [ Sign in ](https://app.proquiro.com)[Request a Demo](/contact/sales)[Start at ₹639/mo](https://app.proquiro.com/users/sign%5Fup?plan=solo) # Creating tasks for lead sites Create tasks linked to a lead site, assign them to teammates, and set due dates to keep follow-up moving on time across the workflow. 3 min readUpdated Mar 10, 2026 In this category · 3 articles [Creating tasks for lead sites](/help/tasks/creating-tasks)[Managing and completing tasks](/help/tasks/managing-tasks)[Adding comments to tasks](/help/tasks/task-comments) ## Tasks [Creating tasks for lead sites](/help/tasks/creating-tasks)[Managing and completing tasks](/help/tasks/managing-tasks)[Adding comments to tasks](/help/tasks/task-comments) 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 task form](/help/screenshots/create-task.png) ## 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. Share: Sorted?YesNo Still need help? We usually reply within hours. [Contact support](/contact) ## Related articles [TasksManaging and completing tasks](/help/tasks/managing-tasks)[TasksAdding comments to tasks](/help/tasks/task-comments)[Account SettingsManaging account settings](/help/account/account-settings)