Tasks and reminders
Keep a project moving with tasks (things to do, with checklists) and reminders (timed alerts so nothing slips). Both live on the project and show up in its timeline. This guide covers both.
The short version: open a project, go to Tasks or Reminders, and tap New task / Add reminder.
Tasks
A task is something that needs doing on the project — with an optional checklist of sub-steps.
Add a task
- Open the project and go to the Tasks tab.
- Tap New task.
- Enter a Title (required, up to 200 characters).
- Optional: add a description, a priority, a due date, and an assignee.
- Tap Add task.
| Field | Required? | Notes |
|---|---|---|
| Title | Required | Up to 200 characters. |
| Description | Optional | Extra detail (up to 4000 characters). |
| Priority | Optional | Low, Normal, High, or Urgent. |
| Due date | Optional | When it should be done. |
| Assignee | Optional | The teammate responsible (or leave it Unassigned). |
Work a task
Open a task to:
- Change its status — Not started, In progress, Completed, or Cancelled.
- Add checklist items — tap Add item to break the task into sub-steps, then tick them off
as you go. Remove an item and you get a one-tap Undo.
- Comment — discuss the task with your team in its Comments section.
- Edit or delete the task.
Reminders
A reminder is a timed alert — a nudge at a date and time so something doesn't get forgotten.
Add a reminder
- Open the project and go to the Reminders tab (or use + → Reminder on the timeline).
- Enter a Title (e.g. "Call the supplier").
- Set the Due date and Time.
- Optional: choose Remind me — how far ahead to be alerted (At time of event, **5 minutes
before, 1 hour before, or 1 day before**).
- Optional: add a Note.
- Tap Add reminder.
When a reminder is due
Reminders are grouped into Overdue, Today, Upcoming, and Done. On a reminder you can:
- Mark done when it's handled.
- Dismiss it if it's no longer needed.
- Snooze it — In 1 hour, In 3 hours, Tomorrow morning, or Next week.
Where they appear
Tasks and reminders each have their own tab on the project, and they also flow into the project's timeline alongside transactions, notes and activities — so you see the whole picture in one feed. See Track money on a project.
Who can do this: managing tasks and reminders needs the right permission. A contractor has it by default and can grant it to staff. Anyone on the project can read them and comment.
Tips
- Use a checklist for a task with several steps — ticking items off shows progress at a glance.
- Set "Remind me" ahead of time for things you need to prepare for, not just react to.
- Snooze instead of dismiss when a reminder is still relevant but not right now.
Related: How to create a project · Track money on a project · Add staff