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Centro de ayuda › Tareas

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Tasks

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

  1. Type what to do in the box at the top - for example Call Dana about the listing.
  2. Choose a date, and who it is for if it is about someone.
  3. 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.

Actualizado el 22 de septiembre de 2026. ¿Sigues con dudas? Escribe a mail@swiftagentsites.com.