Tasks & calendar — never let a follow-up slip
Schedule follow-ups, reminders, and meetings tied to contacts and deals.
Task basics
- Every task has a title, due date, priority (low / normal / high), and optional contact + deal context.
- Tasks can be assigned to yourself or any teammate (Pro/Teams plans).
- Mark complete inline; completed tasks stay searchable but drop off the active list.
- Recurring tasks: set a repeat (daily / weekly / monthly) to auto-create the next instance on completion.
Creating tasks fast
From a contact or deal
Open the contact / deal, click + Task. Pre-fills context. This is the most common path — task is automatically tied to that contact.
From an email reply
Reading an inbound email on a contact? "Create task from this" pulls the email subject as the task title.
Calendar
The calendar shows tasks (their due dates) plus any meetings synced from Google Calendar / Outlook (when you connect them via Settings → Integrations).
Drag to reschedule
Drag a task to a different day to update its due date. Drag a meeting to update both the meeting time and the calendar event in Google / Outlook.
Click to open
Click any task or meeting → open the contact + deal context in a side panel without leaving the calendar.
Up next
Saw something off? Email support with what doesn't match — these docs are versioned with the product, so any drift is a bug we want to fix.
Deployment dpl_3s4XtSevgjgpHE7ieimBFL8cv8uY
These docs are versioned with the product. If something doesn't match what you see in the app, the app is right — please flag it to support@sambandh.io.