Contact tasks
Keep follow-up reminders on a contact — a call, an email to send or a to-do — with a due date and an owner; overdue tasks stand out.
What it does
Date-bound reminders tied to a contact: “send the Q4 contract draft by Friday”, “call to confirm the 2026 budget”, “follow up two weeks after the demo”. Each task has a type, a due date, an owner and an open / completed state. The tab is a list on the left and the selected task’s detail on the right; all your open tasks, across every record, gather in the My tasks app. It works exactly like the candidate’s Tasks tab.
The list
One row per task: a checkbox, the title, the due date (red when past, amber when today), the type — To-do, Call or Email — and the owner.
Above it: a search, the Open · Completed · Mine · Overdue chips with their counts, and the Due date sort (soonest first; click to flip). The tab opens on the open tasks.
A task’s detail
Click a row. On the right: the title and type, then Due, Assigned to, Created by and Status, the description, and a row of actions:
- Mark as completed — ticking the checkbox on the row does the same. The task moves under the Completed chip, struck through; Reopen brings it back.
- Edit — reopens the side panel.
- Reschedule — a new date and time, without going through the panel.
- Write the email — on an Email task, opens the contact’s send panel, as from the Emails tab. It needs an email address on the contact.
- On a Call task, the contact’s phone number is shown instead.
- ⋯ → Delete — with a confirmation.
Creating or editing a task
Click Add task. The panel asks for:
- Title — short and concrete (“Send Q4 draft” beats “Follow up”).
- Type — To-do, Call or Email. The type changes the action offered in the detail.
- Due date and Time.
- Assign to — a colleague; you by default.
- For — the contact, already filled in.
- Description — free text, optional.
Nothing is sent when you save. A contact task is attached to the client the contact is linked to, so the assignee sees it in their daily reminder email under Clients, listed against the client’s name, on the morning it comes due. A contact linked to no client triggers no email reminder — the task stays visible on the profile, in My tasks and on the Calendar.
Where else tasks appear
- In the assignee’s My tasks app, grouped under Overdue, Today, This week or Later — open tasks only; completed ones stay here.
- On the Tasks tab of the contact’s client, with the client’s other tasks.
- On the Calendar view of My tasks, alongside candidate, client and job tasks.
- In the My tasks card of the dashboard, for overdue tasks and those due today and tomorrow.
Tips
- 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 to yourself when unsure. 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”).
- Pick the right type. An Email task opens the send panel straight away; a Call task puts the number in front of you.