# Task

The Task module keeps a record of all tasks added across different modules as individual records. Tasks come as a default field in each module, and users can choose to keep or remove it. With this module, you can easily create tasks, assign them to team members, and set deadlines to ensure timely completion of activities. When a task is added against a record in any module, its details are saved as a record in the Task module. The specific record to which the task is linked is displayed in the "Associated Record" field in the Task module. By clicking on the associated record for each task, you can quickly view the details without switching between modules. As mentioned above no fields in task module can be deleted but can be modified. [know more](https://help.pickyassist.com/setting-up-guide/setting-up-modular-crm/task).

The Task module primarily includes fields such as **Task Title**, **Description**, **Due Date**, **Task Priority**, **Task Status**, **Task Category**, **Associated Record**, **Reminder Before**, and **Reminder Via**. Among these, **Task Title** and **Due Date** are mandatory for saving a task. Tasks can also be quickly added from the right-side menu. The below image is the sample of Task module

<figure><img src="/files/UfxVeA9q1D6N9dpk3VrU" alt=""><figcaption></figcaption></figure>

### Filter Views

The Task module is configured with some Filter Views as part of Prebuilt configurations. So while  onboarding, if you select "**Complete**" with or without choosing a specific module, these filters will be installed in your Contact module, as indicated in the **Preview Components** on the onboarding page. You have the option to customize, add, or delete these filters as needed. If you prefer not to install these filters, simply choose the "**Skip and Complete**" button while onboarding.

<figure><img src="/files/lXNGkjqTGhJVV05D1scV" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/modules/system-modules/task.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.