Tasks

The Tasks page tracks everything you need to do — from a simple follow-up call to a contract deadline. Tasks are linked to contacts, deals, and properties so you always have the context you need.

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Viewing your tasks

The default view shows All Tasks sorted by due date. Use the sub-navigation to filter by type:

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Creating a task

Click New Task or the + button. Fill in:

• Title — What needs to be done
• Due date and time — When it needs to happen
• Priority — Low, Medium, High, Urgent
• Type — Follow-up, Meeting, Document, Inspection, Deadline, Other
• Linked contact — Who the task is about
• Linked deal — If this is transaction-related
• Linked property — If property-specific
• Assigned to — Yourself or a teammate
• Notes — Any additional context

Click Save. The task appears in your list, on the Dashboard, and in your Calendar if it has a specific time.

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Completing tasks

Click the checkbox next to any task to mark it complete. Completed tasks are logged in the linked contact’s or deal’s activity timeline.

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Overdue tasks

Overdue tasks appear at the top of your list highlighted in red. The Dashboard also surfaces overdue tasks prominently so nothing gets forgotten.

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Task reminders

Winnerr sends you:

• An in-app notification when a task is 24 hours away
• An email reminder (configurable in Settings → Notifications)
• A push notification if you’re using the mobile app

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Recurring tasks

Mark a task as Recurring to create it on a schedule — daily, weekly, monthly. Useful for things like “Weekly pipeline review” or “Monthly client check-in call.”

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Winnie’s task suggestions

On the Dashboard and on the Person Detail page, Winnie often suggests creating a task based on recent interactions — for example, “No follow-up scheduled after yesterday’s call with John Smith.” Click Create Task on the suggestion to add it in one click.