CALENDAR & TASKS
Keep a to-do list with tasks
Add follow-ups and to-dos with due dates, checklists and repeat schedules. Link a customer, and bill them automatically when the work is done.
Steps
Open Tasks and choose New task.
Type a Title, and optionally pick a Customer and a Due date.
Add a Checklist if the task has steps, and choose Repeat (Daily, Weekly or Monthly) for work you do regularly.
Tick Bill the customer when done to create a draft invoice when it’s marked Completed.
Choose Save task.
Finish or update a task
Open the task and choose Mark completed, or Edit task to change its status to Pending, In progress, Completed or Canceled. Overdue tasks are highlighted on Home.
Task templates
Save work you do again and again, with its checklist, due date and repeat schedule, as a template. In New task, choose Create a template, or start from an example such as New customer onboarding or Month-end close.