Leave the Complete Date empty and a Task becomes a reminder - then close it from the list with one click when the job is done.
Not every Task is something you finish today. Leave one unfinished on purpose and it stops being a note about the past and becomes a reminder about the future.
There is no separate reminder feature to learn. It is the same Add Task form you already know, with one field left empty.
Say you want to remind yourself to call Sarah in a week. Open her record, go to the Tasks tab, and choose Add Task.
“To Do” will do. The Type is how you find it again later, so use one you will actually recognise in a filter.
Not today — the day you want this in front of you. The schedule date is what puts the Task in the right place on your list.
This is the whole mechanic. A Complete Date is what closes a Task. No Complete Date, and it stays open and outstanding until you deal with it.
The field sometimes fills itself in with today’s date. There is a Clear Date button right beside it — press it and the date empties. Press it again and it puts today back, so you can toggle either way.
The Task is now waiting for you on your Task list. The little calendar icon beside the date is how you tell at a glance that it is a Task rather than a note.
Look at the top of the screen: 0/1 Client. Nought of one Client Task done. That count follows you around the whole program, on every page, and clicking it takes you straight to the list.
That is the point of leaving it open. Nothing slips, because the program keeps asking.
Two ways, and the fast one is easy to miss. Click the yellow edit button in the Actions column to open the record and set the Complete Date yourself — use this when you also want to add a note about what happened.
Or simply mark it complete from the list, with the green calendar button in the same Actions column. One click, no page to open.
For several at once, tick them and press Make Complete above the list.
Either way the count drops, which is the whole point of it being there.
One Type for reminders. Pick a single Type — To Do, or Follow Up — and use it consistently. Then one filter shows you everything you owe somebody.
Complete things. An outstanding count you have stopped trusting is worse than no count at all. Set the Complete Date the day the job is done.
Schedule it for when you can act. A reminder that arrives on a day you cannot do anything about it just gets dismissed.
Write the note now, not later. Say what you promised, not just “call Sarah”. Next week you will not remember why.
Do not flag everything. If the count never reaches zero it stops meaning anything.
This is the same form covered in Add a Task — the only difference is what you leave empty. The AI reword works here too.
The outstanding count reads the same Task lists you search from Task Activities, where the Not Completed filter shows exactly the Tasks that are keeping the count above zero.
Workflows create these automatically, dropping an open Task on your list at the right moment in a sequence.
My count says nought of nought. Nothing is outstanding, which means every Task has a Complete Date. Leave one empty and the count appears.
The Task closed itself. The Complete Date filled in before you saved. Open the Task, press Clear Date, and save again.
It is not on the list I expected. Tasks are filed by Database Type, so a Prospect Task sits on the Prospect list rather than the Client one. The count at the top names which.
The reminder is on the wrong day. That is the schedule date, not the Complete Date. Edit it and save.
I want it off my list without completing it. Set the Complete Date — the green button does it in one click — or delete the Task. There is no third state.
The Complete Date is empty. That is the only test.
It empties the Complete Date. Press it again and it puts today’s date back, so it toggles between the two.
Completed over total, for that Database Type. Nought of one means you have one Task open. Click it to go straight to the list.
No. The count and the list are how it reminds you, on every page you visit. For automatic emails to a Client, use a Workflow.
The schedule date is when you plan to do it. The Complete Date is when you actually did. One puts it on the list, the other takes it off.
Yes. Every Database Type has its own Tasks tab and its own count.
The green calendar button in the Actions column closes it from the list. The yellow edit button opens the record if you want to add a note at the same time, and Make Complete closes several at once.
The Task sits on the record, so anyone with access to that record sees it outstanding.
Not every Task is something you finish today. Leave one unfinished on purpose, and it turns into your reminder. Say you want to remind yourself to call Sarah in a week.
Open her, go to the Tasks tab, and Add Task.
Pick a Task Type that means something to you. Task Type To Do, will do.
Set the schedule date to when you want reminding. And this is the bit that matters. Leave the Complete Date empty. A Complete Date is what closes a Task. No date, and it stays open, waiting.
There is a Clear Date button right there if it has filled itself in.
Save, and it is waiting for you on your Task list. The little calendar beside the date tells you it is a Task rather than a note. And look at the top of the screen. Nought of one Client Task done.
That count follows you around the whole program, and clicking it takes you straight to your list. And when the job is done, there are two ways to close it. Click the yellow edit button to open the record and set the Complete Date yourself.
Or simply mark it complete right here, with the green calendar button in the Actions column. Tick a few and Make Complete closes them all at once. Nothing slips, because the program keeps asking.
Free plan · no credit card · set up in a couple of minutes.
Start free