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