Tasks and to-dosNew
See every follow-up you owe in one list.
1See your tasks#
- Go to Contacts and open Tasks.
- Sort by due date and work from the top.
2Add a task#
- Open a contact and add a task from the icons on the right.
- Workflows can create tasks for you too.
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.
Checked against the Jtek app in October 2026.