Quick add a task (with examples)
Type a task the way you would say it: who, when, customer and priority.
Type in the box at the top of Tasks and press Enter. The helper under the box shows what it understood before you add it.
- + customer, street or phone
- @ person
- / template
- # type
- ! high, urgent or low
- Dates: tomorrow, next tue, end of week, in 2 weeks, 10/20
- Times: 3pm, morning, noon, tonight
Examples
call Bob fri 3pm +Resthaven @Ryancheck sprinklers next tue morningsend estimate end of week !high
- Words can go in any order.
call Bob fri 3pm @Ryanand@Ryan fri 3pm call Bobare the same. - Press Tab to take a suggestion, or the arrow keys to pick another.
- With a customer set, it shows who usually handles them. Press Tab to assign that person.
- If a very similar task is already open for that customer, it warns you. You can still add it.
- A customer's full name works without +:
follow up with Chad Evans about his last chemicals Fridaylinks Chad Evans and his last Service (shown as Service in the helper), due Friday. One word likecall Boblinks nobody.
It learns the customers, people and templates you use most and lists them first.
Updated 10/23/26