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Client tasks

Follow-up reminders linked to a client. Schedule a task, assign it to a teammate, and have it appear on the global Calendar.

Where to find it
Client profile → Tasks tab
Who can use it
Anyone with access to clients can read. Scheduling and editing requires edit access on clients.
Direct URL
https://app.nextal.com/clients/<ID>?tab=tasks

Tasks are how you make sure nothing slips through the cracks on a client account: “renew MSA before Q3”, “send H1 hiring forecast next Monday”, “check in with Marie after the kickoff”.

The Tasks tab. Each row is one task. Completed tasks show with a strikethrough.

Scheduling a new task

Click New task at the top. A side panel opens.

  1. Title

    Short and specific — “Renew MSA” beats “Follow up”.

  2. Description (optional)

    Multi-line, free text. Use it for context the assignee needs.

  3. Due date and time

    Pick a date; optionally set a time. Tasks without a time default to end-of-day.

  4. Assignee

    Pick a teammate. Defaults to you. The assignee gets a notification on creation and a reminder near the due date.

  5. Priority

    Low, Medium or High. High-priority tasks show with a red accent on the calendar.

  6. Save

    The task appears in the list immediately and on the global Calendar view.

Working with existing tasks

Each task in the list shows title, due date, assignee and status. Hover any row to reveal:

  • Edit — reopen the side panel.
  • Mark complete — strikes the task through and moves it to the bottom. Completed tasks stay visible for audit.
  • Delete — asks for confirmation.

The counter on the Tasks tab is the open-tasks count — completed and deleted tasks don’t add to it.

Where else tasks appear

Tasks scheduled here show up on the global Calendar view alongside candidate, contact and interview events. Filter by assignee to see your own week at a glance.

Who can do what

What you want to do

What you need

Read tasks

Access to the client

Schedule a new task

Edit access on clients

Edit, complete, delete

Edit access on clients

Tips

  • One task per concrete action. “Send draft, then follow up” is two tasks — splitting them makes them satisfying to check off.
  • Pair tasks with comments. When you complete a task, leave a short comment with the outcome.
  • Reserve High priority for today’s must-do. If everything is High, nothing is.
  • Use tasks for renewal reminders. An MSA expiring in 90 days is a perfect “Renew MSA before Q3” task scheduled today.