Who does what, and by when.Every follow-up on the right client.
Give every task a due date and an assignee, with or without a linked contact. The team talks it through in its comments, and your action plans run your usual steps for each client.
Overdue, today, upcoming. Your tasks sort themselves.
Tasks
3 open tasks
Today1
Call about the 2025 statementContact: Émilie Roy
Upcoming2
Confirm the appointmentContact: Jonas Lefebvre
Prepare the tax returnContact: Camille Nguyen
Completed4
Every task has its discussion. You comment, your colleague replies.
Call about the 2025 statement
Task details
- Due date
- 26 Sep 2026
- Assignee
- Jake Morin
- Contact
- Émilie Roy
An action plan: your usual steps, applied to a client. Each one arrives in turn, with its own date.
New client onboardingContact: Émilie Roy
2 / 3Sept. 29
Send the welcome letter
Request the opening documents
Schedule the first meeting
In Tasks
- CalendarYour tasks’ due dates over a month, day by day.
- Daily tasks digestA morning email with your overdue tasks and those due today or in the next six days, sent only when there is something to act on.
- MentionsMention a colleague with @ in a comment; mentions and replies that concern them arrive in their notifications.
- Internal notesEach client’s context (a call, a preference, a decision), dated, on their record.
Frequently asked questions
All questionsWhat is the difference between a note and a task?
A note keeps context: a call, a preference, a decision. A task is something to do, with an assignee and, if needed, a date and time.
Does a task have to be linked to a contact?
No. Link it to a contact to see it on their record, or keep it on its own in your space.
Do my clients see tasks or notes?
No. Tasks, notes and comments stay within the team. Your client only sees the page for their request.
Comments
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