How do I create a task, including by voice?

Tasks are follow-ups, reminders and appointments. You can type them, dictate them or let them come from a visit.

On the web

1. Open Tasks.
2. For a quick one, type in Quick add, for example “Call Alex tomorrow at 2pm”, and select Add task.
3. For more detail, select New task. Fill in What needs doing (the first line is the title), the place, Contact, Due, Type (Reminder or Follow-up) and Task owner. Select Create.
4. To dictate it, select the microphone New task by voice. Record, pause any time, then check to finish. Review the details in Review voice task.

The create menu at the top also has New task and Schedule a visit.

On the phone

1. Open More, then Tasks. Or tap + on Today and choose New task.
2. Type in the quick add box, or tap New task by voice and talk.
3. In the full form, fill in What needs doing?, Notes (optional), Where, Assigned to and Due, then tap Add.

Tasks from visits

When you mention a follow-up in a visit’s voice notes, for example “call Dave next Tuesday about the heifers”, PropelMapper turns it into a task after the visit ends. Check it on the Tasks page and edit or close it if it is not right.

Good to know

• A voice task on the phone can be up to 5 minutes long.
• Due offers Today, Tomorrow, Next week or Pick a date.
• On the web, the Tasks page has tabs Active, My tasks, Overdue, Scheduled and Closed, and Export these tasks downloads a CSV file.