Your tasks
20 open · 5 overdue · 2 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.
- 3 days agoGet team bios from Maya
- 3 days agoSend Fiona the content checklist
- 3 days agoSend Pemberton Yoga Studio a feedback request
- 2 days agoQuote Dan for a careers sectionMaple Print Co.· Sonny
- YesterdayFollow up Harriet on the decision
- TodayRun the launch checklist for Meadowcroft Builders
- TodayAsk Jonah for a Google review
- MondayAdd the Christmas opening hours banner for Harbour Lane Bakery
- MondaySet up the Framer project and CMS for Blue Door Dental
- MondayUpdate the price list with the new Care Plan Plus wording· Sonny
- MondaySend Thornbury Physiotherapy their monthly report
- TuesdayWrite the proposal for Hollis & Grant Architects
- 16 NovPrepare three homepage concepts for Little Acorns Day Nursery
- 16 NovTest the enquiry form on Android and iPhone (Fernhill Community Trust)
- 16 NovUpload round 2 homepage designs for Northgate Accountants
- 26 NovUpdate the First Impressions Call playbook page· Sonny
- Plan December's LinkedIn posts· Sonny
- Order new business cards (pink dot version)
- Send Larkspur Gin Co. a feedback request
- Add the Christmas opening hours banner for Ashdown & Pryce
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal