Tasks
Navigate to Tasks from the selector in the header.
Here you will find your Inbox of Tasks that are all Upcoming, Overdue and Delegated. You can also view each tab separately as well as your Completed Tasks. Use the Search if you need to find something specific.
Assign tasks to any user within your account, whether they relate to specific records or not, with a set date and time.
Add flags for private tasks or if of high importance.
Do you want to set up recurring tasks?
While not yet a feature, you can use a Tasks table and create an Automation to assign Tasks based on a Date field.
