Add or edit a task
Only a title is required; link to a lead or client and add a due date to get reminders.
Where: Work → Tasks → + button (or Lead Detail → Add Task or Client Detail → Add Task)
| Field | Required? | Rule |
|---|---|---|
| Title | Required | Cannot be blank. Up to 200 characters. |
| Type | Optional | Pick from your task types (or type a custom one). Manage task types under Work → Work Hub → Field Configuration → Task Types. |
| Due Date & Time | Optional | Set one to receive reminders (30 min before + at due time). Can be left empty. |
| Linked Lead | Optional | Attach the task to a lead (searchable). Use the toggle at the top to switch between lead-linked and generic mode. |
| Contact | Optional | Search and attach the task to anyone in your Contacts address book. |
| Tag | Optional | A single freeform label for quick categorisation. |
| Notes | Optional | Up to 1000 characters. |
- Tasks can be standalone (generic) or linked to a specific lead — use the toggle at the top of the form.
- Setting a due date schedules two reminders: 30 minutes before, and at the due time. Editing the date reschedules them.
- You can link a task to a Contact independently of the lead link.
- Tapping "Schedule Follow-up" after logging a meeting (see Connections & Meetings) pre-fills a task linked back to that connection — its card shows a "View meeting" link that jumps straight to the Meeting Log.
Still need help? Email hello@biznetworx.ae.