Tasks

42 open · 9 overdue · 9 for today
Everyone's to-dos, grouped by when they're due. Overdue first.How it works
  • Add one here, or from any client, deal or project page so it's linked to them.
  • Some are added for you: actions from the weekly meeting, things you said you'd do in a voice note, referrals from the client portal, renewals coming up, a win/loss review when a deal closes, and any automations you've set up.
  • Tick the circle when it's done. Snooze a week pushes the due date on seven days.
  • Tick the boxes on the left to mark several done or snooze them in one go.
  • Yours shows tasks for you plus any not given to anyone, the same as the Today page.
0 tasks ticked
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal