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Dates and scheduling

Every task with a due date appears on the calendar and can trigger email reminders through its alert level.

Set the Due Date when you create or edit a task. Org-wide working days live in Settings → General.

  1. Open Tasks → New Task, or open an existing task
  2. Click the Due Date field
  3. Pick a date from the calendar picker
  4. You can change the frequency of the task in the Frequency field - see Recurring tasks

Tasks without a due date do not appear on the calendar and do not get date-based alert emails.

Some recurring tasks can use working days only - due dates skip non-working days.

  1. Open Settings → General (requires org settings permission)
  2. Under Working Days, toggle which weekdays count as working days
  3. Changes will affect future occurrences of tasks with “working days only” enabled. For example, if a due date falls on a non-working day, it will be moved to the previous working day.

See Recurring tasks for the task-level toggle.

FeatureUses due date
CalendarPlots the task on that date
Alert levelsSends emails X days before, on, or after due
Recurring tasksAfter complete, sets the next due date from the frequency rule
DashboardGroups tasks into overdue, today, and upcoming
  1. Open the task
  2. Click the Due Date field
  3. Pick a new date, or Clear it if the task has no deadline
  4. The task will autosave with the new due date - The calendar and alert timing update from the new date