Tasks and reminders

Under Tasks (/tasks) you see what needs doing, with due date and assignee.

• Tabs: Mine (assigned to you), Team (everything open in the account) and Done. Filter by assignee and type, plus a text search.
• Create: on a contact, via "Create" in the module picker on your phone, or here. A contact is no longer required; a task can stand on its own. The assignee defaults to whoever creates it.
• Time: new tasks start on the next full hour. When you move a task, the time of day is kept, calculated in German time.
• Reminder: the bell notifies the assignee 15 to 30 minutes before a task with a time, and from 7 am for everything due today.
• Calendar subscription: tasks can be subscribed to as a calendar, then they also appear in your iPhone or Google calendar.

Tip: Lisa creates tasks on request, for example "Create a task for tomorrow 9 am: follow up on the quote for Weber". You confirm the card, done.