Tasks and reminders

Create tasks, see what’s due, and get reminded on time.

Updated 23 September 2026

Create a task

On a lead: in the Tasks section, click + and set a name, due date and time, and who it’s for (if you can assign others).

In Inbox → Tasks: add a task with a category and a time. It doesn’t need a lead.

Inbox → Tasks groups everything into Overdue, Today, Upcoming and Completed. Mark tasks done, reschedule them, open the lead or delete them.

When a task falls due, a card appears in the top-right corner with a chime. A Task due bar stays under the header until you complete or delete it.

Tip. If you don’t hear the chime, click anywhere on the page once. Browsers block sound until you’ve interacted with the page.

Manage task categories in Settings → Task Categories.

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