Plan tasks and reminders
Tasks describe work that needs doing; reminders help bring it back at the right time. Use the canonical task record when a task is connected to production.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open the available Tasks or Reminders workspace and create an action with a specific title.
- Set the supported due date, reminder, responsible person and project connection. Check the displayed timezone.
- Update progress through the available status control. Reopen the same task from its connected workspace to confirm the result.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.