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Tasks & reminders

Nothing slips, even when you're away.

A working task board for the whole practice plus due-time reminders — with weekly digests and vacation coverage so client work never depends on one person's memory.

  • A task board with priorities and due dates, from backlog to done.
  • Tasks link to households, so context is one click away.
  • Reminders with due-time alerts and a Monday digest of the week ahead.
  • Vacation coverage hands your reminders to a colleague while you're out.
The practice task board — priorities, due dates, and household context in one place.
The practice task board — priorities, due dates, and household context in one place.

Put tasks & reminders to work on your own book.

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