Use a task for every next action so nothing is carried only in your head. When you finish one, decide the next step right away.
Steps
- Step 1: Open Tasks and choose Add a task, or add one from a contact or transaction so it is linked to that record.
- Step 2: Set the due date, priority, and task type, and choose who it is assigned to.
- Step 3: When the action is done, mark the task complete.
- Step 4: If the relationship still needs attention, use Schedule follow-up to create the next task, or log an activity, before you move on.
Tip: Filter the Tasks list by due date, assignee, or type to plan a block of follow-up work.
Tip: Keep tasks linked to a contact or transaction so the context is easy to find later.
Common problems
- I completed a task but the relationship still needs work.
- Completing a task does not create the next one. Use Schedule follow-up on completion, or add a new task from the contact.
Good to know
- Task reminders are delivered through the app and system email. There are no SMS or push reminders.