Tasks and follow-ups

Create tasks and recurring tasks

Assign work to your team with a due date, and set it to repeat if it's something that happens every day, week, or month. Nothing falls through the cracks because someone forgot.

Tasks are internal to-dos you assign to people on your team. Not customer-facing, not tied to a specific job — just work that needs doing and someone accountable for it.

Any task can be set to repeat. That turns a one-off into a standing routine that regenerates on its own schedule, so recurring work doesn't depend on anyone remembering it.

Part 1 — Create a task

Click Tasks in the sidebar to see everything currently assigned across your team.

This opens the task form.

Write the title as an action, not a topic. "Call Riverside about the deposit" tells someone exactly what to do. "Riverside" doesn't.

Use Description for the context the assignee needs — the account number, what was already discussed, what a good outcome looks like. Saves them from having to come find you and ask.

Click the date field to open the calendar.

Pick the day it needs to be done by. The task shows as overdue after this date, so it stays visible instead of quietly aging out.

Part 2 — Make it recurring

If this is something that happens on a schedule, use Repeat. Leave it off for a one-off.

Click it to see the schedule options.

Choose Daily, Weekly, Monthly, or whichever cadence fits.

How recurring tasks behave

A recurring task generates a fresh instance each cycle. Completing this week's doesn't affect next week's — that one appears on schedule regardless. So you get a clean record of which cycles were actually done and which were missed.

Part 3 — Assign and save

Choose who's responsible.

Tap the person who should own this task. It appears in their task list right away.

You can assign several people to the same task — useful when it's a shared responsibility or you want backup coverage.

Tip — one owner beats three

Assigning a task to three people often means nobody does it, because each assumes someone else will. Pick one owner. Add others only when the work genuinely needs more than one pair of hands.

Click Create Recurring Task (or Create Task if you didn't set a repeat). Assignees are notified immediately.

Part 4 — Track your tasks

The list shows what's open, what's overdue, and who owns each item.

Click Calendar for a different angle on the same tasks.

Calendar view spreads tasks across the month, showing pending and completed together. This is where you spot the pile-up — if Thursday has eleven tasks and Friday has none, move some before Thursday arrives.

Schedule messages to send later — for customer follow-ups with a specific send time

Team Chat — for quick coordination that doesn't need a tracked task

Email [email protected] or message us from the in-app chat if a recurring task isn't regenerating or someone isn't showing in the assignee picker.