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Update Tasks

Ability to set reminders for tasks and to see what customer they are connected to in the Tasks section rather than just under their Contact information.

Status: Planned for V24 comments

This request was merged into another request

Comments4

  • Clayton Glasco

    •

    Oct 27, 2025

    What’s the timeline on this?

  • Jeremy harrison

    Team•

    Aug 14, 2024

    This is a great suggestion and we have this as part of an overall rework of the task feature on the development roadmap, which will also include the ability to assign and schedule reminder notifications. We do not currently have an ETA on when this project will begin but we’ll keep the community updated.

  • Jess Stephenson

    •

    May 14, 2024

    Yes would really like to be able to see contact info for each task in the main tasks area so I can go down the list and just knock them out. I would use this every day!

  • Anonymous User

    •

    Mar 6, 2024

    I second this, or even a notification feature to remind us of tasks we've created that need to be attended to by a certain time!