> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Stay on top of follow-ups, deadlines, and to-dos — all linked to contacts, deals, and properties

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.

## Viewing your tasks

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

| Sub-page                 | What it shows                                    |
| ------------------------ | ------------------------------------------------ |
| **All Tasks**            | Everything due, overdue, or upcoming             |
| **Property Follow-ups**  | Tasks related to specific listings               |
| **Client Meetings**      | Pre-meeting prep and post-meeting follow-ups     |
| **Document Reviews**     | Contract, disclosure, and inspection doc reviews |
| **Property Inspections** | Scheduled and completed inspections              |
| **Contract Deadlines**   | Condition dates, closing dates, offer deadlines  |
| **Marketing Tasks**      | Campaign setup, social posts, flyer creation     |
| **Team Assignments**     | Tasks assigned to or from teammates              |

## 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.

## 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.

## 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.

## 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

## 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."

## Winnie's task suggestions

On the Dashboard and on the [Person Detail page](/crm/person-detail), 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.