Create a task

A task is a single scheduled activity — a site visit, a follow-up call, a delivery. Tasks can be linked to a job or quote, assigned to specific team members, and set to trigger a reminder before they’re due.

Steps

1. Click Calendar in the left sidebar.
2. Click + Create in the top right and select Task from the dropdown.
3. Click Select next to Task For and choose Lead, Client, or Team Member, then pick the specific record. This is required before you can save.
4. Enter a Title and optional Description under Task Details.
5. Under Assigned To, click Select to pick the team members who’ll do the work.
6. Under Schedule, optionally pick a Calendar Color, then set Start Date, End Date, Start Time, and End Time. Tick All Day if no specific time is needed.
7. Click Save.

What happens next

• The task appears on the team calendar on its scheduled date.
• Assigned employees get a notification.
• If linked to a client, the task shows in that client’s record timeline.
• Tasks with no date or time appear in the Unscheduled panel on the right side of the calendar.

Tip

Use tasks for things that aren’t a full job — follow-up calls, internal meetings, equipment maintenance. Keep the Jobs list focused on billable client work.

Edit or delete a task

1. Open the Calendar and click the task you want to update.
2. Update the details as needed and save, or click Delete to remove it.

Deleting a task doesn’t affect the linked client record — just the task itself.

FAQ

When should I create a task instead of a job?

Use tasks for things you wouldn’t bill the client for — follow-up calls, internal meetings, equipment maintenance, sample drop-offs, vendor visits. Use jobs for billable client work (measures, installs, deliveries). Keeping them separated keeps your Jobs list clean and your reports accurate.

Why does the Save button stay disabled?

Tasks require a Task For link (Lead, Client, or Team Member) before you can save. Even if it’s an internal task, link it to a team member so it’s tied to a record.

Can I assign a task to multiple people?

Yes — the Assigned To field accepts multiple team members. Useful for jobs that need a two-person crew, or for tasks where the office and the installer should both see it.

Will the assigned person get a notification?

Yes — assigned employees see the task on their calendar and dashboard, and get an in-app notification when it’s created. To send a separate reminder before the task is due, see Set a task reminder.

Can a task be linked to a job?

Indirectly — link the task to the same client the job is for. The task shows on the client timeline alongside the job, so you can see the full sequence (call → measure → install → follow-up). There’s no direct task-to-job link.

Where do tasks without a scheduled time go?

The Unscheduled panel on the right of the calendar. They sit there until you assign a time, then they move onto the calendar grid.

Can I make a task recurring?

Recurring tasks aren’t a built-in feature — for repeat work (weekly team huddle, monthly inventory check), most retailers create the task fresh each cycle.