Manage your tasks and reminders

The Tasks screen lists your reminders by due date. You complete a task in one click, and Skipcall immediately offers to create a follow-up task.

The Tasks screen

Open Tasks from the left menu. The orange badge next to Tasks counts your open tasks that are overdue or due today, and it goes down as soon as you complete one.

• Tabs: Overdue, Today and Upcoming (each with a counter), then Completed. A task due today that you’ve completed stays in Today, crossed out.
• Search (name, phone…) and Filters (filter by Owner).
• Columns: a checkbox, a phone icon, a Mark as done circle, then Title, Contacts, Owner (or Unassigned) and Reminder date (sortable). An excerpt of the task’s notes may appear under the title.

In a brand-new account, you may see tasks labeled “(Sample task)”: they’re there to help you explore the screen.

Create a task

1. Click Create a task in the top right corner.
2. Enter a Title (required).
3. Add Notes if you like.
4. Click Add contacts to link one or more contacts (or none).
5. Pick the Reminder date (today at 9:00 AM by default) and the Owner.
6. Click Create task. A confirmation tells you the task was created.

Turn on the Create another toggle if you want to add several tasks in a row. You can also create a task from a contact record.

Complete a task

1. Click the Mark as done circle to the left of the title.
2. The row is crossed out and a message confirms your task was updated.
3. A pop-up asks whether you want to create a follow-up task, with a title, notes and a prefilled reminder date you can change.
4. Click Create task to accept, or Not now.

Other actions

Each task’s ⋮ menu offers:

• Reassign: change the owner.
• Reschedule: pick a new reminder date and time, then Save.
• Create a follow-up task.
• Delete.

Reopen a completed task

On the Completed tab, click the green check mark at the start of the row (the Reopen task button). Completed tasks show Done on with the date and time.

Act on several tasks at once

On the Overdue, Today and Upcoming tabs, check some tasks to bring up the Selection bar with Select all, Create a sequence, Mark as completed, Reopen, Reassign and Delete.

Common questions

How do I push back a reminder?

Task ⋮ menu > Reschedule > new date and time > Save.

I completed a task by mistake

On the Completed tab, click the green check mark at the start of the row (Reopen task).

How do I hand my reminders to a coworker?

For one task: ⋮ menu > Reassign. For several: check them > Reassign.

Can I call straight from the task list?

Yes, normally with the phone icon at the start of the row, left of the title.

How do I see a specific member’s tasks?

Click Filters, choose Owner, then pick the member.