Reminders and tasks
Set personal reminders and assign formal tasks to teammates so follow-ups and action items do not fall through the cracks.
Two complementary modules sit under Reminders & tasks:
- My reminders — personal, lightweight nudges you set for yourself.
- Tasks — formal items with an owner, due date, status and audit trail.
Everyone has access to both, regardless of role.
Set a personal reminder
Step 1: Open Reminders & tasks → My reminders
Click New reminder.
reminders-and-tasks-01.png
Step 2: Fill in the reminder
Enter the message, pick the trigger datetime, and optionally pick a related record (a specific lead, booking, bill or employee).
Step 3: Save
At the trigger time you get an in-app notification. The reminder sits on your list as OPEN until you tick Done.
Assign a task
Step 1: Open Reminders & tasks → Tasks
Click New task.
Step 2: Pick an owner
Any user in the workspace. Tasks you own appear on your dashboard; tasks you assigned show on the assignee's.
Step 3: Fill in the task
Title, description, due date, priority (Low / Medium / High / Urgent), and an optional related record.
Step 4: Save
The assignee is notified. They move the task through OPEN → IN_PROGRESS → DONE or close with a reason.
What's next
- Dashboard and analytics — dashboard surfaces overdue tasks and today's reminders.