Tasks & reminders

Tasks live on the record, not in a separate app — assign them, give them a due date and a reminder, and see everything owed across the workspace in one list.

What you get

• Attached to the work — A task is created on the record it concerns and shows on that timeline, so the next person to open the account sees what is already in motion.
• Assign it to a person — Hand a task to a teammate rather than hoping they read a note. It appears in their list with the due date and the record it belongs to.
• Reminders that fire — Set a reminder time and the platform notifies the assignee when it comes due — the follow-up does not depend on someone remembering to look.

Capabilities at a glance

• Tasks on any record, shown on its activity timeline
• Task types: to-do, call, email, message and meeting
• Due dates with overdue highlighting
• Assignment to any workspace member
• Scheduled reminders delivered to the assignee
• Workspace-wide task list across every record
• Completion tracking, and creation from automation flows