Overdue, Today, Upcoming
The three tabs show what needs attention now versus later, each with a count, so you can clear overdue work first.
CRMAvailable
Tasks
Your follow-ups in one place, so nothing slips. Tasks are bucketed into Overdue, Today, and Upcoming, and you can complete or snooze them in a click. Tasks assigned to you by others, and reminders created from a contact, all land here.
What you can do here
Table, Cards, and Calendar
See your tasks as a compact table, as cards, or on a month calendar that places each one on its due day. Your choice is remembered on this device.
Complete and snooze
Mark a task done when it is handled, or snooze it a day or a week when it is not the right time; snoozing simply moves its due date forward.
Assignment and reminders
Anyone can create a task and assign it to a teammate, who gets a notification. Post-visit and follow-up reminders created from a contact appear here too.
Follow these steps
Work your day
- Start on the Overdue tab and clear anything past due.
- Move to Today for what is due before end of day.
- Use New task to capture a follow-up with a due date and priority.
Helpful habits
- Give every task a clear title and a realistic due date, so the buckets stay honest.
- Snooze rather than leave a task overdue when you genuinely need more time.
Tips
- The count next to each tab is your at-a-glance workload; the Overdue count turns red when anything is past due.
- High-priority tasks are flagged so you can triage quickly.
- Completing a task linked to a contact records it on that contact's timeline.
- The Calendar view is an at-a-glance overview; complete or snooze tasks from the Table or Card views.