Klarity
  • English
  • French
Go to website
Back
Articles on:To do
Your work queue in two tabs: “To handle” (sessions that need an action) and “Tasks” (your follow-ups, by hand or suggested by Memo).

Categories

  • Getting started with Klarity
  • Agenda & appointments
  • Clients
  • Groups & companies
  • Sessions
  • Memory Chat
  • Tasks
  • To do
  • Notifications
  • Consent & GDPR
  • Account & profile
  • Subscription & billing
  • Security & privacy
  • Ideas & Roadmap
  • Troubleshooting / FAQ
  • Understanding your tasks
    Discover tasks in Klarity: your follow-up actions grouped by due date, in the Tasks tab of the To do hub 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.Popular
  • 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
  • Understanding the To do hub
    The To do hub brings your sessions to handle and your coaching tasks into one place: two tabs, one badge, everything waiting for you.Few readers
  • The To handle tab
    The To handle tab of the To do hub lists the sessions that need an action: report to review, missed session, synthesis failed, enrichment available.Few readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2026 Klarity