Workspace
Tasks
Keep a list of follow-ups — chase a payment, call a supplier — linked to the record they're about.
Tasks are for the things the app can't chase on its own. Find them in Workspace → Tasks.
Add a task
Open Workspace → Tasks and select New task.
Fill in:
- Task — what needs doing, for example Chase payment.
- Due date (optional).
- Assign to — a team member, or Anyone.
- About (optional) — link it to an unpaid invoice, a client, a purchase order or a supplier.
- Notes (optional).
Select Add task.
Work through your tasks
- Complete — select the circle beside a task. Select it again to reopen it.
- Open the linked record — select the link under the task.
- Edit or delete — use the pencil or bin icon.
The top of the page shows how many tasks are open, overdue and done. Completed tasks are hidden — select Show … completed to see them, and Clear completed to remove them all.
The number in the menu
A number beside Tasks in the menu shows how many open tasks are due today or overdue. It goes away as you complete them.
Good to know
- Overdue tasks show Overdue — and their due date in red.
- If the linked record is deleted, the task stays and says the record no longer exists.
- Tasks are shared with your team, so anyone can pick up a task assigned to Anyone.