Tasks: to-dos with reminders, on the portal and in the app

Every business has a list of small jobs that lives in someone's head: call back about the rebate form, order the compressor, register the warranty. Tasks puts that list in Cooledge, next to the work it belongs to, with a name on each one.

A to-do with a name on it

• One person per task. Assign it to yourself or a teammate, or leave it unassigned for whoever picks it up.
• Due when it is due. No date, a date or a date and time.
• A reminder that turns up. Morning of (7am), 1 hour before, 1 day before or a time you pick. Reminders arrive as a push notification on your phone and by email.
• Linked to the work. Link a task to a job, quote, lead or customer. Add photos and files.
• Repeats. Every Monday, on the last day of the month or 3 months after it is done. The next one appears when you finish this one.

On the portal

• A Tasks page with My tasks, Team and Unassigned. Group it by due date, person or linked record.
• A Tasks button in the header that counts what is overdue or due today.
• A Tasks card on every job, quote, lead and customer. A job also shows the tasks from its quote and lead.
• The next task on each pipeline card. Tick it off without opening the lead.
• Create task from a message, with the customer's words quoted.
• When you mark a lead lost, archive a quote or cancel a job, Cooledge offers to close its open tasks as well.
• Drag a task onto the calendar to block out the time. It shows in pink with a tick box.

In the mobile app

• My tasks on Home shows what is overdue or due today. Tick it off. Tap Undo if you were too quick.
• More, then Tasks, has the full list. Job, quote, lead and customer screens each have a Tasks section.
• Push notifications for reminders, tasks assigned to you and tasks a teammate finished.
• Owners and admins also see Lead info and Attribution on a lead: where it came from, the campaign and the click ids.

Close and reopen the app if you do not see Tasks. If you still don't, update Cooledge from the App Store or Google Play.

Calendar "Tasks" are now Events

The calendar booking type for internal time, like a meeting or a parts run, is now called Event. It is still cyan and your existing ones are unchanged. Pink blocks are scheduled tasks.

Who gets what

Tasks are on Starter, Growth and Scale. Owners and admins see every task. Team members see tasks assigned to them, tasks they created and tasks on jobs they are booked on. Restricted members see and tick only their own.

For developers

The API has /v1/tasks and the MCP server has five task tools. New connections get the task scopes. A connection made before Tasks arrived has to reconnect, and an API key has to be replaced by a new one with the Tasks row ticked. The API changelog has the detail.

Read the guides: Tasks and Tasks in the mobile app.