# Tasks

In this section, we will introduce you to the feature of setting up lead tasks. Let's discover together now.

Please go to **Nobi Sales** >> **Tasks/Results** >> **Tasks**

![](/files/-MkycDzDJp-nQZ1liNxQ)

## **1. Add a new task.**

To add a new task, please follow these below steps:

Click **Add task >>** Complete the pop-up window **>>** Click **ADD**&#x20;

![](/files/-MkydDcnIM7QQFx5EURx)

**Note:** *- You can set this task as a default task for all the new leads on the system. That means whenever a new task coming or creating then would be assigned that as the first task.* \
&#x20;          *- If you want to temporarily turn off this task, please tick on the checkbox **Not in use.***

## 2. Re-order the position of the tasks.

To arrange the position of the tasks accordingly, in the task list, drag and drop the task to the position you want. See details in the video below:

![](/files/-MkyrEYaaapj5C_S6_Gk)

## 3. Edit and delete the tasks.

* **Edit:** Click Button **More** ![](https://lh5.googleusercontent.com/0YJkCQ-HbRFjdZ1nel424syEsMkKKmsKE19WWqMBA7dQ9KWGg7i8tdqFvZ6oOyMOVA8aqcBP2OujTQkpCpIW9Sd2KyxLnGXrM1odilRv4-hdPHB2v0kxyeUxQkOZjYRa20LBv0Ba=s0)**>** Click **Edit >** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:**  Click Button **More** ![](https://lh5.googleusercontent.com/0YJkCQ-HbRFjdZ1nel424syEsMkKKmsKE19WWqMBA7dQ9KWGg7i8tdqFvZ6oOyMOVA8aqcBP2OujTQkpCpIW9Sd2KyxLnGXrM1odilRv4-hdPHB2v0kxyeUxQkOZjYRa20LBv0Ba=s0) **>** Click **Delete >** Select **Agree** to delete or **Dismiss** to cancel.

![](/files/-Mkys3LpfhrH3eScl7RW)


---

# 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.nobi.pro/nobi-sales/tasks-results/tasks.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.
