Tasks and reminders

Tasks and reminders

Add tasks, keep track of what's due, and turn notes into tasks.

Tasks are the things you need to follow up on. Each task has a status, a due date, and an owner, and it's linked to the record it's about. Reminders are now tasks, so everything you need to do sits in one place.

Where to find your tasks

• All tasks. Click Tasks in the navigation.
• On a record. Open a contact, company, or deal to see the tasks linked to it.

Add a task

1. Open the record the task is about.
2. Click Add task.
3. Give it a title, then set the status, due date, and owner.
   You can also ask Ahoy in Chat to create tasks for you, for example from a meeting.

Turn a note into a task

Open the note's menu and choose Convert to task.

What's on a task

Complete a task

Open the task and click Mark complete.

Sort by due date

The Tasks list opens sorted by when each task was last updated.

1. Switch the list to the table view.
2. Open the Due column's menu from its header.
3. Choose Sort ascending.
   To keep it that way, save it as a view and set it as your default. See Find, filter, and sort your records.

Get notified

Go to Settings → Account → Notifications.

• Notify me about records I own.
• Notify me when I'm mentioned in notes.

Change your task statuses

Account admins can change the statuses a task moves through. They're managed in Settings → CRM → Pipelines, alongside your deal pipelines.

Good to know

• Tasks and notes are different things. A note records what happened. A task is something to do, with a due date and an owner.
• Ahoy can act on tasks. A task coming due can prompt an AI Action for you to approve.

Need help?

Email help@ahoy.ai or message us in your shared Slack channel.

Related articles

• Find, filter, and sort your records
• AI Actions
• Pipelines and deals