Tasks and reminders

Create and track team tasks. Requires the plan’s useTasks module.

Plan requirements

Tareas depends on the plan’s useTasks module. Without that module, the menu entry / route will be unavailable or ask for an upgrade.

Where it is

Menu Seguimiento → Tareas (route /tasks).

What you can do

• View tasks in list and/or calendar-style view depending on the interface
• Search tasks
• Create or edit with the task modal
• Mark progress / complete
• Delete with confirmation

From the lead

In the Chats drawer, the Tareas tab gathers tasks linked to that lead, useful for follow-up reminders without leaving the conversation.

Best practices

• Assign an owner and date when you create the task
• Use short, actionable tasks (“call”, “send quote”, “confirm appointment”)
• Review the Tareas inbox at the start of the day together with Citas / Agenda