Tasks · Overview
Tasks: the follow-ups you promised to do
Write down each follow-up with a due date and a priority, give it to whoever will do it, link it to the client, deal or invoice it is about, and tick it off when it is done.
The task list
Tasks shows open tasks, the soonest due first. Each row has a tick box, the title, the records it is about, the due date (in red once it is overdue), the priority, and the picture of the person it is assigned to.
Tasks sit beside your records
A task can point at any record: a client, a deal, an invoice, an appointment and more. A client’s or a deal’s page lists the open tasks about it and can start a new one already linked.
Tasks on the calendar
A task with a due date also shows on Calendar, in green, on its due day and at its time if it has one. Click it there to open the task.
Who sees which tasks
Your role decides. “All records” sees every task; “Own team” sees the tasks assigned to you or to someone in your teams, and “Own only” just the tasks assigned to you. A task you create is assigned to you unless you choose someone else in “Assignee”. An owner or admin sets roles in Settings › Roles & permissions.
Where to start
Press “New task” for the next thing you promised a client, give it a due date, and link it to them.
Read next
Create a task
Write down what needs doing, when and how urgently, choose who does it, and link it to what it is about.
Link a task to a client, deal or any other record
Point a task at the records it is about, so anyone reading it knows what it means and can open them in one click.
Complete, change or delete a task
Tick tasks off as you finish them, reopen one if needed, change its details or who does it, and find tasks in the list.
See your tasks on the calendar
Give a task a due date, and a time if it happens at a moment, so it shows on the calendar beside your events.
Work with a client’s card
Read a client’s history, log notes and calls, and keep their details, files and tasks up to date from one screen.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
More in Tasks
Open in Setvos
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