> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Create and manage tasks for LeadSquared leads directly from the EazyBe WhatsApp extension

The EazyBe-LeadSquared integration allows you to create and manage tasks for your leads directly from the WhatsApp extension. Tasks you create in EazyBe are automatically synchronized with LeadSquared, ensuring seamless workflow management.

## Creating and Managing Tasks

<Steps>
  <Step title="Open the Lead's WhatsApp Chat">
    Open the WhatsApp conversation for the specific LeadSquared lead you want to create a task for.
  </Step>

  <Step title="Access the Tasks Section">
    Click on the **LeadSquared icon** in the right sidebar. Navigate to the **Tasks** section, which is the third header under the Lead section.
  </Step>

  <Step title="Add a New Task">
    Click the **Add Task** button to begin creating a new task.

    <img src="https://mintcdn.com/eazybe/F2FwEw5FCdoznNlg/images/1224283624.png?fit=max&auto=format&n=F2FwEw5FCdoznNlg&q=85&s=5e17ab134e21650af2f71bc0384d2bf9" alt="Add Task button" width="1227" height="900" data-path="images/1224283624.png" />
  </Step>

  <Step title="Save the Created Task">
    Enter the task details in the form. Make sure the end date does not precede the deadline date. Click **Save** to create the task.

    <img src="https://mintcdn.com/eazybe/F2FwEw5FCdoznNlg/images/1224282748.png?fit=max&auto=format&n=F2FwEw5FCdoznNlg&q=85&s=541e6292ab23ca6d4c483943e2b75c8a" alt="Save Task form" width="1227" height="900" data-path="images/1224282748.png" />
  </Step>

  <Step title="Edit or Delete a Task">
    To modify or remove an existing task, click the **three-dot menu** next to the task and select either **Edit** or **Delete**.
  </Step>

  <Step title="Create Additional Tasks">
    Repeat the process to create multiple tasks for the same lead as needed.

    <img src="https://mintcdn.com/eazybe/F2FwEw5FCdoznNlg/images/1224282458.png?fit=max&auto=format&n=F2FwEw5FCdoznNlg&q=85&s=3436fef053ed68af1f1cd64d28da0c59" alt="Multiple tasks example" width="1227" height="900" data-path="images/1224282458.png" />
  </Step>
</Steps>

<Info>
  Tasks created in the EazyBe WhatsApp extension automatically appear in the Tasks section of LeadSquared, linked to the specific lead.
</Info>

## Need Help?

If you have questions or encounter issues, contact support at **[hey@eazybe.com](mailto:hey@eazybe.com)**.