Articles on: To do

Understanding your tasks

Feature available from the Professional plan (unlocked during the free trial).


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.


Tasks replace an external to-do list: "follow up with Sophie on her goal", "prepare Marc's quarterly review", "send the summary of yesterday's session".


Where to find your tasks and their views


Tasks live in the To do hub in the side menu. This hub holds two tabs: To handle (the queue of sessions and items that need an action) and Tasks. Open To do, then the Tasks tab for your list. The To do entry carries a single badge flagging what needs your attention right now — items to handle and tasks overdue or due today; it turns amber as soon as at least one task is overdue, and disappears when there's nothing urgent. In the Tasks tab, ongoing tasks are automatically split by due date:


  • 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 due date — tasks you created without a date.
  • Favorites — tasks you've pinned with the star, kept in view whatever their due date.
  • Done — the history of what's finished; you can always reopen a task from here.


The client filter at the top of the screen narrows the list to a specific client, to "No client", or to everyone ("All clients"). You can also filter by group ("All groups"). Handy for preparing someone's follow-up before their next session.


Where to find your tasks


Your tasks appear in two places, always in sync:


  • In the Tasks tab of the To do hub, the full view described above.
  • On each client record, a dedicated block gathers the tasks linked to that client (sub-tabs To do / Done), with a link to the full Tasks tab.
  • On each group record, the same block gathers the tasks linked to that group.


Tasks are included from the Professional plan (and free during the trial). On the Starter plan, the Tasks tab of the To do hub stays visible with a lock: it opens a preview of the feature and an Unlock button to the plans, but you can't create a task yet. The Tasks block on client and group records is locked in Starter too.


💡 Tip: give your important tasks a due date. That's what makes them surface in Today or This week at the right moment — a task without a date stays quietly in the No due date tab.


Related articles

  • Understanding the To do hub
  • Create and manage a task
  • Tasks suggested by Memo

Updated on: 08/09/2026

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