Task details

A task is a follow-up item, such as sending a Statement of Advice or booking a review. This page lists where tasks come from, where you find them, and what each part of a task shows.

Where tasks come from

Source	What happens
You	You add a task on the Tasks page, or in the Tasks section of a meeting.
Operator	Operator can create a task, or mark one complete, when you ask it to in a conversation.

Where tasks show

Place	Tasks it lists
Tasks page	Tasks assigned to you, or tasks you created.
A household's Tasks tab	Tasks linked to the household, grouped by meeting.
A meeting's Tasks section	Tasks linked to the meeting. A count such as 1/3 shows how many are complete.

The same task can show in more than one place. A change you make in one place shows in the others.

Parts of a task

Part	What it shows
Circle	Select it to mark the task complete. A completed task shows a tick and a line through its title.
Title	What needs to be done. Select it to edit it.
Priority	Urgent, High, Medium or Low. A task with no priority shows a faint flag instead.
Assignee	The person responsible. This can be someone in your organisation, or a client contact. A task with no assignee shows a faint person icon instead.
Due date	When the task is due. See Due date labels. A task with no due date shows a faint calendar instead.
Household	The household the task belongs to. Shows on the Tasks page only.
Meeting	The meeting the task came from. Shows on the Tasks page only. Select it to open the meeting.

Priorities

Priority	Label
Urgent	Red label
High	Dark label
Medium	Grey label
Low	Outlined label
No priority	No label

Due date labels

Label	Meaning
Today	Due today.
Tomorrow	Due tomorrow.
Yesterday	Was due yesterday.
3 days overdue	Was due that many days ago.
A day, such as Fri	Due within the next 7 days.
A month and day	Due more than 7 days from now.

An open task that is past its due date shows its date in red. A completed task does not.

Your browser's language settings decide how days and dates are written.