The Tasks widget shows a list of tasks sorted by due date
Checking a task will mark it as complete
You can uncheck a task if you accidentally marked it as complete
Tasks that you marked as Complete will no longer be visible the next time you load your Dashboard
Click View all tasks to view all tasks that you have created
If you need to view a task that you have already marked as Complete then
Click View all tasks
Then click Show completed
Notifications and nudges
- An email notification for a new task will go out of the assigned user of the task is not signed into Keap.
- Setting a Reminder will both send an email and a nudge on the iPhone mobile app
- The assigned user will get a notice of completion by email if a different user completes their task.
Add a Task
Click the Add a task
- Due date
Reminder: Create a reminder that will notify you (via email) prior to the due date/time.
- Assigned user - When a user is assigned that isn't the logged-in user, they will receive an email and a notification in their application