Attach a Task to a person, flag it as a Follow-Up, and let it chase you.
The work you forget is the work that costs you. A Task in Internoodle is attached to a person, so it turns up when you open their record and on your Dashboard when it is due — rather than living on a sticky note or in your head.
This guide covers adding a Task, setting a Follow-Up so it chases you, and completing it when the job is done.
Every Client, Prospect, Web Lead and Contact has a Tasks tab. Everything you have done or plan to do with that person lives there, oldest to newest.
You can also reach the lists from Task Management › Task Activities if you would rather work across everyone at once.
The form is short on purpose. What it is, what type, when, and whether it needs chasing.
Types are your own list — note, phone call, meeting, follow up, letter, whatever you actually do. They matter because they let you filter later: every phone call this month, every meeting with a particular Client.
Add types you are missing under User Settings › Task Settings, or from the AI Assistant with add task type Weekly Review.
Be specific enough to be useful in three weeks. “Call about T1” is better than “call”. If you are recording something that already happened, say what was agreed — that is the note your future self needs.
For something you have done, today. For something you plan to do, the date you want it in front of you.
This is the part that makes Tasks useful rather than decorative. A Follow-Up appears on your Dashboard until it is dealt with, so it cannot quietly disappear down the list.
The Task sits on the Client’s record. When the job is done, mark it complete — or tell the AI Assistant complete client task mary and pick from her open Tasks.
Record what happened, not just what is next. The Tasks tab doubles as the history of your relationship. Six months on, “spoke to her about the CRA review, she is sending the letter” is worth more than any reminder.
Use Follow-Up sparingly. If everything is flagged, nothing is. Reserve it for things that genuinely need chasing.
Dictate it. The AI Assistant takes log a phone call for mary: she wants her T1 by Friday and opens the Task filled in. Faster than the form, especially straight after a call.
Keep types few. Five or six you actually use beats twenty you have to scroll past.
Complete things. An open Task list you have stopped trusting is worse than none.
A Task is not a standalone reminder — it belongs to a person. That means when you open a Client before a meeting you see the whole thread: what you discussed, what you sent, what you charged, and what is still outstanding.
It is also what Workflows create automatically. A sequence can drop a Task on your list at the right moment, so following up on a new lead is not something you have to remember to set up each time.
My Task is not on the Dashboard. Only Follow-Ups appear there. Edit the Task and flag it.
I cannot see the Tasks tab. Tabs can be hidden per account, though Main and Tasks normally stay. Check Custom Views.
The type I want is not in the list. Add it under Task Settings. It then appears for every record.
I recorded it against the wrong person. Open the Task and change the Client, or delete it and add it in the right place — there is no history to preserve on a mistake made a minute ago.
My list is enormous. Filter by type or date rather than scrolling. If it is genuinely all outstanding, that is worth an afternoon.
A Task belongs to a person. A To-Do List is just yours, for things that are not about a particular Client.
Tasks sit on the Client record, so anyone with access to that Client sees them. Team permissions decide who can see what.
Follow-Ups show on your Dashboard. For automatic emails to the Client, use a Workflow.
Yes — tell the AI Assistant add task for mary to call about her T1 and it opens the form ready for you to confirm.
They stay on the record as history. That is the point — the Tasks tab is the story of the relationship.
Files sent to a Client are recorded through Send File and appear against their record. Reference it in the Task text so the two connect.
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