Articles on: Tasks

Create and manage a task

A task takes seconds to create, then fills in as you go. This article covers how to add it, flesh it out, link it to a client, mark it as done and delete it.


Understanding a task


A task always has a title (what needs to be done). You can add notes, a due date and a linked client — all optional. A task has only two states: to do or done. There is no priority and no subtasks: the tool stays deliberately simple, the due date is enough to organize your work.


Create a task


The New task button, at the top of the Tasks screen, opens an input panel on the right of the screen.


Only the title is required: to jot down an action quickly, type it and confirm — you'll fill in the rest (due date, client, notes) later by reopening the task.


  1. Fill in the Title — the only required field.
  2. Add Notes if you want to keep the context (details, points to cover…).
  3. Choose a Due date: the Today / Tomorrow / No due date shortcuts, or Pick a date for a specific date.
  4. Link a Linked client so the task also surfaces on their record. You can unlink it at any time.
  5. Give it a Color if you like (or None): it's a purely visual marker, shown as an accent bar to the left of the task, that affects neither sorting nor filters.
  6. Confirm with Create task. To edit an existing task, open it: the same panel appears with Save.


A task created from a client's record is automatically linked to that client — you don't have to re-select them.


Mark a task as done


Each task shows a checkbox to the left of its title.


  1. Tick the box: the task moves to done, its title is struck through and it joins the Done tab.
  2. A message immediately offers to Undo in case you ticked it by mistake.
  3. To reactivate it later, open the Done tab and untick it (Reopen): it goes back to its original lists.


Delete a task


Deletion happens from the task panel, via Delete task — or, faster, via the trash icon that appears when you hover over the task in the list.


  1. The task disappears from the list immediately, and an Undo message shows for a few seconds.
  2. After that delay, the deletion becomes permanent.


Once the undo window has passed, a deleted task can no longer be recovered. For an action that's merely postponed, prefer to mark it as done or push back its due date.


💡 Tip: to postpone a task, no need to recreate it — open it and change its due date. It automatically moves back into the right view (Today, This week, Later…).


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Updated on: 18/07/2026

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