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Contact tasks

Follow-up reminders linked to a contact. Schedule a task, assign it to yourself or a teammate, and have it show up on the Calendar alongside everything else.

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

Tasks are how you make sure nothing slips through the cracks. Schedule a reminder linked to the contact — “send Q4 contract draft by Friday”, “call to confirm 2026 budget”, “follow up two weeks after the demo” — and Nextal nudges the right person at the right time.

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

Scheduling a new task

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

  1. Title

    Short and specific — “Send Q4 draft” beats “Follow up”.

  2. Description (optional)

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

  3. Due date and time

    Pick a date in the calendar; 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 when the task is created and a reminder as the due date approaches.

  5. Priority

    Low, Medium, or High. Used for sorting and visual emphasis — High-priority tasks show with a red accent on the calendar.

  6. Save

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

Working with existing tasks

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

  • Edit — re-open the side panel to change any field.
  • Mark complete — strikes the task through and moves it to the bottom of the list. Completed tasks stay visible for audit; nothing is deleted unless you explicitly delete it.
  • Delete — removes the task entirely. Asks for confirmation.

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

Where else tasks appear

Tasks scheduled here aren’t trapped on the contact profile — they show up on the global Calendar view alongside candidate tasks and interviews. Filter the calendar by assignee to see your own week at a glance.

Who can do what

What you want to do

What you need

Read the task list

Access to the contact

Schedule a new task

Edit access on contacts

Edit a task you created or were assigned

Edit access on contacts

Edit someone else’s task

Edit access on contacts

Mark complete or delete

Edit access on contacts

Tips

  • Use one task per concrete action. “Send draft, then follow up” works better as two tasks. The check-it-off ritual is what makes tasks useful.
  • Assign tasks to yourself when you’re not sure. Better to over-assign and reassign later than leave a task floating without an owner.
  • Pair tasks with a comment. When you mark a task complete, drop a short comment with the outcome (“client agreed, contract going out tomorrow”). Future you will thank present you.
  • Treat high-priority sparingly. If everything is High, nothing is. Use it for the tasks that actually need to happen today.