Tasks are your follow-up actions: what you need to do between two sessions, for a client or for your own practice. They save you from keeping a separate list — everything stays in Klarity, right next to your clients and sessions.

Understanding tasks

A task is a simple action to carry out, with a title and, if you like, a due date and a linked client. Each task has only two states: to do or done. Depending on where it comes from, a task can carry a badge:

• created by hand — no badge, this is the default case;
• suggested by Memo — a Memo badge, when you adopt a suggestion from the Memory Chat;
• from an engagement — an Engagement badge, when the task stems from a commitment made by a client (trajectory tracking). This badge links to the Trajectory tab of the client's record.

The Tasks screen views

From the side menu, the Tasks entry opens your list. A badge on this entry shows the number of tasks to handle right now — those overdue or due today; it turns amber as soon as at least one task is overdue, and disappears when there's nothing urgent. Ongoing tasks are automatically split by due date across tabs:

• Today — tasks due today, along with overdue ones (due date in the past), shown first so nothing escapes you.
• This week — tasks due within the next six days.
• Later — tasks whose due date is beyond this week.
• No date — tasks you created without a due date.
• Done — the history of what's finished; you can always reopen a task from here.

Where to find your tasks

Your tasks appear in two places, always in sync:

• On the Tasks page, the full view described above.
• On each client record, a dedicated block gathers the tasks linked to that client (tabs To do / Done), with a View all link to the full page.

Related articles

• Create and manage a task
• Tasks suggested by Memo
• The client record in detail

Updated on: 18/07/2026