How to create tasks in a contact on Apollo

Here is how to create tasks in a contact on apollo

First click on "People" in the left sidebar menu
Click on the "Saved" tab in the main content area
Click on the name to input a task on in the contacts list
Click on "Add task" button in the Tasks section
Click on the empty text field and input your "Task title" in the Tasks section
Finally click the "Create task" button at the bottom of the New task dialog

Create your own interactive guide with Guideflow

Why should you create tasks in a contact on Apollo

Apollo is a dynamic platform designed to empower businesses by enhancing their workflow efficiency and relationship management.

Creating tasks within a contact on Apollo enables users to seamlessly integrate task management with customer interactions. This feature offers the crucial ability to assign specific tasks directly linked to each contact, ensuring that every important detail is captured and actioned.

By using this feature, businesses can streamline their processes, maintain clear communication lines, and ultimately build stronger relationships with their clients. The integration helps teams stay organized, informed, and proactive, projecting professionalism and efficiency throughout operations.

Last update

February 18, 2026

Tutorials