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add tasks to a client (with due dates)

tasks are lighter than reminders — short to-dos that live on the client card. "call back about patio quote," "send the spring promo email." check them off as you go.

3 steps~2 min
  1. 1

    open the tasks tab

    every client detail sheet has an overview / activity / tasks / payment-methods tab strip. open tasks.

  2. 2

    type the task and due date

    one-line task body, optional due date. press enter and it's saved.

  3. 3

    check off when done

    click the circle to mark done — the task fades and moves to the bottom. archived tasks don't show in the bell or the dashboard.

    tip

    tasks ride into the bell — anything overdue or due-today on any client surfaces in the notification bell so you don't have to remember which client it was for.

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