Track to-dos with Tasks

Tasks track the work that happens between visits: the pool-tech call, the filter pickup, the proposal you promised a homeowner. Open Tasks from the checklist icon in the top bar, or work straight from the My Tasks card on your dashboard.

1. Click New task and give it a title, and optionally notes, a due date, a priority (Low / Normal / High), and a category (Call, Email, Errand, Supplies, or Other).
2. Link it to the record it belongs to (a property, homeowner, vendor, issue, or visit) so it shows up in context on that record's page too.
3. On a team, pick an assignee. Each person's dashboard shows their own My Tasks card with what's due, overdue, and coming up.
4. Check tasks off from the dashboard or the Tasks page. Completed tasks keep their history.

Suggested tasks

NestWatch also suggests tasks based on what's already happening in your workspace, like following up on an issue that's been open a while. Suggestions are just that: accepting one prefills the new-task form for you to review, and dismissing one removes it for good. NestWatch never adds a task to your list on its own.

Create a recurring task series

Use a recurring task for work that repeats independently of a scheduled property visit. Click New task, fill in the task details, then choose a Repeat cadence. The choices are daily, weekly, bi-weekly, monthly, quarterly, every 6 months, annually, or a custom number of months.

1. Choose the First due date. NestWatch creates that first occurrence immediately, so it appears as an open task with that due date.
2. Optionally set a time and the other task fields you need, such as an assignee, priority, category, or linked record. A due date is required when Repeat is on.
3. Save the task. Its Recurring label and cadence identify it as part of a task series.

Projected dates and the next real task

Scheduling projects active recurring task dates ahead with a dashed treatment so you can plan without filling the Tasks list with many future records. A projection links back to the series; it is not yet an editable task.

A series keeps one open occurrence at a time. Completing the current task materializes the next occurrence as a real open task and preserves the completed item in history. Skipping the current occurrence also records it as skipped and materializes the next one. Paused or ended series do not add projected dates.

Edit, pause, resume, end, or skip a series

• Edit one task: choose Edit to change only the current occurrence.
• Edit future recurrence: open the task menu and choose Edit future recurrence. You can change future title, notes, priority, category, assignee, property, vendor, cadence, next date, and optional time. The current task and completed history stay unchanged.
• Pause: use Pause in the Recurring task dialog. The current open task remains, but the series stops projecting or creating later occurrences until resumed.
• Resume: reopen the series and choose Resume. NestWatch restores active projections and, when no occurrence is open, creates the next applicable occurrence.
• End recurrence: stops the series permanently. Its existing current task and completed history stay unchanged; an ended series cannot be resumed.
• Skip occurrence: choose Skip occurrence on an open recurring task when that cycle should not be done. It is retained as skipped, then the next occurrence becomes the open task.

Digest and calendar options

• Daily task digest: an optional morning email with what's due and overdue. Turn it on per person in Settings → Notifications; it's off by default.
• Google Calendar: on Pro and Business, teammates who've connected Google Calendar can turn on task sync in Settings → Calendar so dated tasks appear alongside synced visits.