REVSET LABS · EXPERT GUIDE·Marketing & Campaigns

Create Task Events and Reminders in GoHighLevel Campaigns

1,145 words·5 min read·Updated 28 April 2026·beginner·

Arsalan ZaffarLinkedIn

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Quick Answer

To create a task event in GoHighLevel, go to Marketing → Campaigns → [Your Campaign] → Add Event → Task. To set up a task reminder trigger, go to Automation → Workflows → Create New Workflow → Add New Workflow Trigger → Task Status. This process generally takes 5-10 minutes.

Key Takeaways

✓Task events are internal reminders for your team that are placed directly within a campaign.
✓Customize task details like assignee, due date, priority, and notes to provide clear instructions.
✓Task reminder *triggers* are configured in Workflows to automate actions based on task status changes.
✓Use workflow triggers to initiate follow-up emails, internal notifications, or contact field updates when tasks are completed.
✓Integrate task events with task triggers for a comprehensive system that manages internal processes and automates responses.

How to Create a Task Event in a GoHighLevel Campaign

Task events in GoHighLevel allow you to assign specific internal action items to your team members at key points in a contact's journey. These tasks act as crucial reminders or manual to-dos that must be completed when a contact reaches a particular step within a campaign. By integrating tasks directly into your campaigns, you ensure no lead falls through the cracks and your team always knows the next best action.

Access Your Campaigns — Go to Marketing from the left navigation menu. Then, click on Campaigns to view your list of active and draft campaigns.

Select or Create a Campaign — Choose an existing campaign by clicking its name to edit it. Alternatively, click Create Campaign at the top right to start building a new one.

Add a New Campaign Event — Inside your chosen campaign, locate the Add Event button and click it. This opens a menu of available event types you can add to your campaign sequence.

Choose the 'Task' Event Type — From the list of event options, select Task. This action will open the configuration panel for your new task event.

Configure the Task Name — Enter a clear, descriptive name for your task in the Task Name field. This name should immediately tell your team what action is required, such as 'Follow Up with Hot Lead' or 'Review Client Account'.

Set the Task Due Date — Decide when the task should be completed. You can select Specific Date for a fixed calendar date or Relative To for a dynamic due date. If using Relative To, specify the number of days or hours After or Before a relevant event, like the Previous Step, Contact Created Date, or Contact Birthday.

Assign Task Priority — Select the urgency of the task from the Priority dropdown menu. Choose between Low, Medium, or High to help your team prioritize their workload effectively.

Assign the Task to a Team Member — In the Assigned To field, select who is responsible for completing this task. You can choose a specific User from your team or select Contact Assignee if tasks should automatically go to the user currently assigned to the contact.

Add Task Notes (Optional) — Use the Notes field to provide any additional instructions, context, or links relevant to the task. Clear notes help ensure the task is completed correctly and efficiently.

Save Your Task Event — Click Save Action to add the configured task event to your campaign sequence. The task event will now appear as a step within your campaign.

Save and Publish the Campaign — Click Save at the top right of the campaign builder to save all your changes. Finally, ensure your campaign is toggled to Publish to activate it and allow contacts to enter the flow.

🔥 Pro Tip

For recurring tasks, use a relative due date based on the previous step. This ensures tasks are always due a set time after a contact progresses, regardless of when they enter the campaign.

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How to Set Up a Task Reminder Trigger in Workflows

While task events create the tasks, task reminder triggers in GoHighLevel workflows allow you to automate subsequent actions based on what happens to those tasks. This feature is incredibly powerful for creating dynamic, responsive processes. For example, you can automatically send a follow-up email when a task is completed, or notify a manager if a task becomes overdue. By linking task status changes to workflow triggers, you build intelligent automations that streamline your team's operations and ensure timely follow-through.

Access GoHighLevel Workflows — From the left navigation menu, click Automation, then select Workflows. This takes you to the workflow builder where you can manage your automated processes.

Create or Edit a Workflow — Click Create workflow to start building a new automation from scratch. Alternatively, select an existing workflow from your list to add a task trigger to an active process.

Add a New Workflow Trigger — Click the Add New Workflow Trigger button, usually located at the top of the workflow builder. This is the starting point for your automation.

Select the 'Task Status' Trigger — In the trigger search bar, type 'Task Status' or locate it under the CRM category. Click on Task Status to add it as your workflow's initiating event.

Configure Trigger Conditions — In the Task Status dropdown, select the specific status change that should activate this workflow (e.g., is Completed, is Pending, is New, is Reopened). You can also add Filters like 'Task Title' or 'Task Assigned To' to narrow down which tasks trigger the workflow.

Save the Workflow Trigger — After setting your desired conditions, click Save Trigger. Your workflow is now set to listen for specific changes in task status.

Add Subsequent Workflow Actions — Click the + icon directly below your newly configured trigger to add actions that will execute once the trigger condition is met. Think about what should happen next in your process.

Configure Workflow Actions — Set up the details for each action you add. For example, if you choose Send internal notification, specify the recipient (e.g., specific user, contact assignee) and craft the message content. Other common actions include Send SMS, Send email, or Update Contact Field.

Save and Publish the Workflow — Click Save at the top right of the workflow builder to save all your changes. Then, toggle the workflow to Publish to make it active and start listening for task status changes.

⚠️ Ensure your task events are created in campaigns before setting up task status triggers in workflows. Workflows rely on tasks existing to monitor their status changes.

🔥 Pro Tip

Combine 'Task Status' triggers with 'Wait' steps to create 'overdue task' reminders. For example, trigger when a task is 'New', wait 24 hours, then check if 'Task Status is not Completed'. If not, send an internal reminder.

Troubleshooting Common Issues

⚠️ My Task Event isn't appearing in the contact's activity or isn't being created.

First, ensure you clicked Save Action when configuring the task event and then Save for the overall campaign. Also, verify that the contact actually reached the specific step in the campaign where the task event is placed.

⚠️ My workflow isn't triggering after a task is completed.

Check your workflow's trigger settings. Confirm that the 'Task Status' condition accurately matches the actual status change (e.g., 'is Completed'). Additionally, ensure the workflow is published and not in draft mode.

⚠️ The task is assigned to the wrong team member or isn't assigned at all.

Review the 'Assigned To' field within your task event settings in the campaign. If set to 'Contact Assignee', ensure the contact actually has a user assigned to them in their contact profile. Otherwise, select a specific user.

⚠️ I can't find the 'Task Status' trigger option in Workflows.

Make sure you are adding a 'Workflow Trigger' at the beginning of your workflow, not an action step. The 'Task Status' trigger is located under the 'CRM' category when you search for trigger types.

⚠️ Tasks are being created, but their due dates are incorrect or not what I expected.

Go back to the task event in your campaign and check the 'Due Date' setting. If using 'Relative To', confirm the correct number of days/hours and the reference point (e.g., 'After Previous Step') are selected accurately for your desired timeline.

Common Mistakes to Avoid

→Confusing Task Events (for creating tasks in campaigns) with Task Status Triggers (for automating actions based on task changes in workflows).
→Forgetting to save the individual task event, then the campaign, and finally publishing the campaign.
→Setting 'Assigned To: Contact Assignee' without ensuring all contacts have an assignee, leading to unassigned tasks.
→Using a fixed 'Specific Date' for a task due date in a campaign that runs for many contacts, causing tasks to be immediately overdue for later contacts.
→Not testing the entire task creation and trigger flow with a test contact to confirm it works as intended before launching.

Frequently Asked Questions

QWhat is the difference between a task event and a task reminder trigger in GoHighLevel?

A task event is a step you add directly into a campaign. Its purpose is to *create* an internal task for your team when a contact reaches that point in the campaign. A task reminder trigger, on the other hand, is used within a workflow. It *listens* for changes in a task's status (like being completed or becoming overdue) and then initiates automated actions based on that change. Task events create the tasks, and task triggers automate responses to how those tasks are handled.

QCan I assign a task event to multiple team members?

No, a single task event can only be assigned to one specific user or to the 'Contact Assignee'. If you need multiple team members to be aware of or complete a related action, you would typically create separate task events for each individual, or use a workflow action like 'Send internal notification' to alert multiple users about a single task's creation or completion.

QHow can I make sure my team sees these tasks and completes them on time?

Beyond creating the task event, utilize workflow triggers. Set up a workflow that triggers when a task is 'New' and then sends an internal notification to the assignee. You can also add 'Wait' steps and 'If/Else' conditions in workflows to check if a task is overdue, then send an escalation notification to a manager. Regularly review the **Tasks** section in your GoHighLevel dashboard to monitor progress.

QWhat kind of actions can I automate using a 'Task Status' trigger?

You can automate a wide range of actions. Common examples include: sending an internal email or SMS notification to a manager when a task is completed, updating a contact's custom field (e.g., 'Follow-up Status'), moving a contact to a different campaign or workflow, creating a new opportunity, or sending a celebratory email to the team for task completion. The possibilities are extensive based on your internal processes.

QIs there a way to automatically mark a task as completed without manual action?

No, tasks created via task events in GoHighLevel are designed to be manual action items. They require a user to log into GoHighLevel, navigate to the task, and manually mark it as complete. This ensures that a human action or review has taken place. The 'Task Status' trigger in workflows only responds to these manual status changes, it doesn't automate the completion of the task itself.

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Arsalan Zaffar

Revset Labs · Revenue Systems · 78+ GHL Builds

Arsalan writes GHL guides from real build experience — 78+ systems, $9.2M in client pipeline. Wharton, CXL & Google certified.

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Tags:GoHighLevelCampaignsWorkflowsTask ManagementAutomationCRM