Tasks

Create, assign and complete follow-ups.

The Tasks tab groups your tasks into overdue, today and this week. Tap the box to complete one.

Tap + to add a task: what needs doing, an optional account, a priority and a due date. Managers and admins can also choose who it's Assigned to.

Some tasks are created for you, for example when an account hasn't been visited for a while. Your admin sets those rules.

Task rules (admins)

Admins set up automatic tasks in the app: open More, then Task Automation. Each rule creates a task for the account's owner when something happens. The server runs the rules, so they work even if the rep is offline.

Tap New rule and fill in:

• When: New account added, Account status changes, Visit logged, Activation logged, or No visit for a while (daily check).
• Only if (optional): narrow it down, for example days_since_visit>30 or status=Active. The hint under the field lists what you can check.
• The task it creates: a title and optional details, a priority, and when it's due. Placeholders such as {account_name} fill in the account's details.

Turn Active off to pause a rule. Delete rule removes it; tasks it already created stay.