Tasks and Reminders

Tasks and Reminders

Tasks help your team stay organized by tracking to-dos, follow-ups, and deadlines.

Creating Tasks

From the Tasks Module:

1. Go to Tasks in the sidebar.
2. Click New Task.
3. Enter:

• Title
• Description (optional)
• Due date
• Priority (Low, Medium, High, Urgent)
• Assignee
• Related contact or deal (optional)

1. Click Save.

From a Contact or Deal:

1. Open the contact or deal detail page.
2. In the Tasks section, click Add Task.
3. The task is automatically linked to that contact or deal.

From Workflows: Tasks can be created automatically by workflows. For example, when a deal moves to "Proposal", create a task to "Prepare proposal document."

Task Views

List View: A simple list sorted by due date. Overdue tasks are highlighted in red.

Board View: A Kanban board with columns for To Do, In Progress, and Done.

Calendar View: Tasks displayed on a calendar based on their due dates.

Reminders

wrrk sends reminders for upcoming and overdue tasks:

• 24 hours before due date: In-app notification.
• At due date: In-app notification + email.
• Overdue: Daily reminder until completed or rescheduled.

You can customize reminder timing at Settings > Notifications > Task Reminders.

Recurring Tasks

For tasks that repeat (e.g., "Weekly team meeting prep"):

1. Create the task as normal.
2. Click Make Recurring.
3. Select the frequency: Daily, Weekly, Monthly, or Custom.
4. A new task instance is created automatically when the current one is completed.

Tips

• Link tasks to contacts and deals for better context.
• Use the Board View for visual task management.
• Set priorities to focus on what matters most.
• Review your task list at the start of each day.