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Articles on:Tasks
Your follow-up actions, created by hand or suggested by Memo.

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  • Getting started with Klarity
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  • Tasks
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  • Understanding your tasks
    Discover tasks in Klarity: your follow-up actions grouped by due date, on a dedicated page and on every client record.Few readers
  • Create and manage a task
    Create a task in Klarity, give it a due date, link it to a client, mark it as done and delete it when needed.Few readers
  • Tasks suggested by Memo
    Let Memo propose tasks from your Memory Chat conversations, then adopt the ones you really want to follow up on.Few readers

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