How do I assign tasks and set due dates, repeats and reminders?

Every task can have more than one owner, a due date, a reminder and a repeat.

On the web

1. Open the task from Tasks.
2. Set Status, Due date, Priority (Low, Normal, High or Urgent), Assignees and Category.
3. Under Reminder, choose a date and time.
4. Under Repeat, choose Does not repeat, Daily, Weekly, Monthly or Yearly.

People following a task are listed under Followers.

On the phone

1. Open the task from More, Tasks.
2. Set Reminder, Status (To do, In progress or Blocked), Priority and Repeat.
3. Tap Mark done when it is finished, or Reopen to bring it back.
4. When creating a task, Assigned to can hold several people. Use Invite a teammate if they are not on the team yet.

Reminder emails

• At the reminder time, the assignees and followers get an email.
• Each morning at 6 AM your time, you get a daily list of what is due.
• On Mondays you get a list of the next 2 weeks at 6 AM and a list of overdue tasks at 7 AM.

All of these follow the Task reminders switch in Settings, Notifications.

Good to know

• Followers and repeats are set after the task is created, on the web.
• An appointment opens Schedule a visit, where you set the place, date, time and attendees. Send invite to contact sends your contact a calendar invite.