Managing Tasks and Reminders
Create, assign, and track follow-up tasks.
The Tasks page helps you manage follow-up work that doesn't fit into a job. Tasks are linked to specific customers so you always have context.
Creating a Task
Create a new task by selecting a customer and entering the task description. Set a due date to turn it into a reminder.
Tracking Progress
Filter tasks by status — Pending or Completed. The Tasks report under Reports gives you an overview of task completion rates across your team.