Your tasks

Tasks is everything due on you: the tasks you add, follow-ups added on a lead, quote or order, and anything that comes due on its own. They are grouped as Overdue, Today, This week and Later.

Add a task

1. Open Tasks and press Add task (or use + at the top of any screen and pick Task).
2. Type What needs doing.
3. Pick who does it, if you may give tasks to others.
4. Pick the day it is due.
5. Leave Once, or pick a repeat: Daily, Weekly, on chosen days, Monthly, Quarterly, Once a year, Every few months or Set days of the year.
6. Press Add.

Finish a task

Press the circle at the start of the row. It is done at once. A task tied to a record links to it; press the record's name to open it.

From your records

Above your tasks, folded away, is From your records: things on your records that need you now. They are not tasks, and each one goes away by itself once it is handled.

• Build a quote for someone: a lead given to you that is not converted or closed and has no quote yet.
• Deposit past due or Balance past due: an order of yours with money owed after its due day. Only people who may see payments get these.
• Deposit not paid: a client signed one of your quotes and the deposit is not in yet.
• Follow up before it expires: a client opened one of your quotes, has not signed it, and it expires within two days. Your admin can change the number of days under Settings, Operations, Tasks, Planner.
• Payment failed: a payment on one of your orders did not go through and nothing has been paid since.

Press the group's name to open or fold it. To hide these reminders, untick Show reminders from my records under the line where you add a task. Only your own list changes, and the choice follows you to every device. Snooze to tomorrow on one hides it until tomorrow.

Good to know

• The tabs along the top: My tasks, Team (the people on your teams), All (when your role sees everyone's) and Ownership for people who look after compliance. You see only the tabs your role allows. See Compliance hub.
• On Team and All, the Anyone dropdown narrows the list to one person.
• The two buttons at the top switch between a list and a board of four columns. Your choice is remembered on that device.
• A task on a lead, quote or order is added from its Activities (the Activity tab on a lead, the Activities tab on a quote or order) with Task, Log a call or Meeting. It shows here by itself. See Activity and history.
• The count beside Tasks in the menu is what is open on you.
• Tasks with a due day also show on the calendar, on the Tasks layer.