Overview

• The Tasks widget shows a list of tasks sorted by due date

• Checking a task will mark it as complete

• You can uncheck a task if you accidentally marked it as complete

• Tasks that you marked as Complete will no longer be visible the next time you load your Dashboard, but can still be found on the Tasks page
  

• Click View all tasks to view all tasks that you have created
  
  
  

Notifications and nudges

• An email notification for a new task will go out if the task's assigned user is not signed into Keap.
• Setting a Reminder will both send an email and a nudge on the mobile app
• The assigned user will get a notice of completion by email if a different user completes their task

Add a task

1. Click the Add item button

   

2. Enter a Task title, Due date and time
   

3. Reminder: Create a reminder that will notify you (via email) prior to the due date/time.
   
   

4. Enter a Note
   

5. Select an Associated contact
   

6. Choose an Assigned user - This user will receive the reminders and notifications for the task
   

7. Click Save