Tasks

Tasks groups everything to do into Overdue, Today, Coming up and Some time.

Type what to do in the box at the top - for example Call Dana about the listing.
Choose a date, and who it is for if it is about someone.
Press Add.

Tick the circle when it is done. It moves to Done this week and a note goes on their timeline.
Press ↷ to move a task to tomorrow.
On a contact's page, the Tasks panel shows and adds tasks just for them. Ticking Remind me to follow up in 3 days when you email someone adds one for you.
Flows can add tasks too, with the step Put it on my list.

Updated September 22, 2026. Still stuck? Email mail@swiftagentsites.com.