Add a Task

 

Overview

Use Kindful Tasks to keep up with your organization's needs and to-do's. You can easily create these reminders and ticklers, assign them to different members of your team, and automatically send them email reminders.

Linked Articles:

Assign a task (to yourself or other users)

Associate Tasks With A Contact


Creating a task

There are two different ways to create a task. The easiest and most accessible way is to click the Add New button that appears in the top left of your Kindful account's sidebar menu, and choose Task.

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This will pull up a window to create a new task.

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Due Date Reminders for a task are sent every other day, starting 30 days prior to the due date, and a final one two days after the due date. Reminders will stop at any time if the task is completed. Reminders are always sent on even days remaining until due - ie, 30 days before, 28, 26, etc. 
   
   
For This is who the task will be assigned to. They must already exist as a user in your account.
   
   
Associated Contact

If the task has to do with a particular person in your database, you can link their contact here.
Learn more about associating a contact to a task here.

   

Reminders for a task are sent every other day, starting 30 days prior to the due date, and a final one two days after the due date. Reminders will stop at any time if the task is completed. Reminders are always sent on even days remaining until due - ie, 30 days before, 28, 26, etc. 

 

Viewing, Editing and Completing Tasks

You can find all your tasks on your Kindful accounts top right menu by your account name and picture.

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Here you can see all your current tasks, edit them and mark any completed tasks. Once a task is complete you will want to click "edit" next to the task and click "mark it complete" otherwise the admin or staff selected in this task will continue to receive reminder emails every two days. 

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Still have questions?

Feel free to send our support team an email, or you can chat with a representative from the lower left hand corner of your Kindful Admin account. 

 

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