Tasks and boards
Your own tasks next to every checklist step, on a board, with reminders.
Every checklist step on a transaction is also a task, so it shows up in Tasks and in My Work. You can add your own tasks as well.
- On a transaction: click Tasks in the header, describe the task, pick a due date (Today, Tomorrow, Next week or a date), priority and assignee, and click Add task.
- Anywhere: use New Task in the sidebar.
Work them from All Tasks, the Board (drag between columns), My Tasks or Overdue.
Reminders on a task
In the task form, use Add a reminder to choose a date, time and method: Email, In-App or Both. The reminder goes to whoever the task is assigned to, and isn't sent if the task is already done.