Tasks
Keep next actions visible and understand where each task comes from.
Add a task
- Open Tasks in the sidebar.
- Use Add a task to describe the action.
- Review the available date and relationship fields.
- Open the related account, person or meeting when you need more context.
Understand the source
Tasks can connect to other work in Nugget. Check the source and linked record before editing an action.
A deal’s next step is maintained on the deal. For an action linked to a call, use the meeting link to review the original context.
Review reminder settings
Open Settings, then Notifications, to review the available reminder controls. Email reminders depend on an eligible sending connection and the settings available for your account.
If you are not receiving a reminder, check both the task date and the connection’s sending status before changing the task.