Have more questions? Submit a request

New: Related items on new tasks

Whether you're looking at a signup in Registrations, a plan in Services, or a profile in People, you can open tasks in the toolbar to add a task right where you are — no need to switch contexts or open another app.

Let's say you're reviewing recent registrations for baptism, and you remember that you need to make sure towels are stocked for the event. Now when you add that task, the signup is linked as a related item so you can easily get back to it later!

CleanShot 2024-07-08 at 11.33.22@2x.png

Of course, sometimes tasks pop into your mind that have nothing to do with what you're viewing. In that case, just tap the ❌ to remove the reference!

Articles in this section

Was this article helpful?
0 out of 0 found this helpful