Tasks, reminders, and the calendar

Follow-ups with due dates, recurring tasks, and reminders by email and in-app notification.

Tasks

A task is a title, an optional description, a due date and time, an assignee, and optionally a contact it relates to. Tasks linked to a contact appear on that contact's page and timeline — follow-ups live next to the relationship they belong to.

Reminders

Pick a reminder lead time — at the due time, or 30 minutes, 1 hour, or 1 day before — and the assignee gets an email and an in-app notification. Reminders fire in each person's own timezone.

Recurring tasks

Tasks can repeat daily, weekly, monthly, or yearly. Completing one schedules the next occurrence — and if you complete an overdue recurring task late, the next one lands in the future, not the past.

The calendar

Month and week views show your tasks by due date, in your timezone. Overdue tasks are flagged; completed tasks stay visible (struck through) for 30 days, then quietly age off the calendar while remaining in the Completed tab forever.