Tasks

Tasks are your personal action items — things you plan to do, like a follow-up, a call, a message, a meeting, or sending an offer. Each task can carry a priority, a due date, and a linked customer.

They differ from Reminders, which are time-based prompts tied to specific events, and from the Daily Todo, which is a suggested daily checklist. Tasks are the flexible, ongoing list you build and manage yourself.

On the Tasks screen, tap the + button to open the new task form. Enter a Title (required) and an optional Description.

You can also set:

• Priority — Low, Medium, or High (shown as a coloured dot on the list)
• Type — Follow-up, Call, Message, Meeting, Send offer, or Custom
• Due date — when it should be done

Tasks opened from a customer are automatically linked to that customer, whose name then appears on the task.

Tap the circle on the left of a task to mark it done — it shows a checkmark and strikethrough. Tap it again to reopen it.

Tap the task itself, or swipe right, to edit it. Inside the form you can also use Delete Task.

Swipe left on a task to delete it; you'll be asked to confirm first.

Use the filter pills at the top of the Tasks screen to narrow the list: All, Open, In Progress, Done, or Overdue. Each pill shows a count.

Overdue gathers open or in-progress tasks whose due date has already passed — those due dates are highlighted in red so they stand out.