Tasks & Reminders

Tasks track work tied to leads or customers.

1. Create from Tasks menu or from a lead/customer detail page.
2. On a lead, open the Tasks tab or use the Kanban card drawer — both link to the same lead tasks list.
3. Assign an owner (staff), due date, priority, and description.
4. Email notifications can alert assigned staff (requires SMTP + cron).
5. Mark complete when done; filter open tasks from the list view.

Reminders schedule future follow-ups on leads and customers.

• Set date/time and recipient staff.
• Reminders dispatch via the Laravel scheduler — cron is required on your Linux server.
• Queued reminder emails use the same mail configuration as other CRM emails.