A simple task list built into the same place you run everything else — so "call Sarah back" lives next to the lead it belongs to, not on a sticky note.
Add tasks
- Click To-Do List in the sidebar.
- Type into What needs doing? and press Enter. Write naturally — "Call Sarah about the quote tomorrow" sets the task and its due date in one line; no separate date picker needed.
How it keeps you honest
- Tasks group by when they're due, so today's list is short and real.
- Overdue tasks show as a red count on To-Do List in the sidebar — visible from anywhere in the app until you deal with them.
- Done is one tap.
Make it your follow-up engine
The highest-value use: every time a lead says "call me next week", put it here the moment the call ends. Pair it with your leads pipeline — the pipeline holds the job, the to-do holds the promise.