Create a task
Learn how to create a follow-up task.
To create a task from a recorded note:
- Open the Voze Pro app.
- Tap the + from the home screen
- Tap Note
- Once you are in the New note screen, tap Record your note.
- Say this phrase while recording your note, "Create a follow up task for [date], [time], [description]" or "remind me to call the customer back on [date], [time]"
- Tap the blue checkmark to finish recording your note. The tasks will appear in the Tasks section of the New note.
- To learn more about creating tasks while recording a note, see Record a note.
To manually create a task:
- Tap the + icon and select Task.
- Tap Company and pick the company the task is for.
- Enter a description — what needs to happen, who's it for?
- Tap Due date to choose when it will surface on your calendar. Tap Due time if your task needs to happen by a certain time. Use the scroll wheels to choose the time and tap Save.
- Tap the blue checkmark to save. Company, description and due date are required. If one is missing, Voze Pro marks it. Fill it in and save again.
- When a task reaches its due time, Voze Pro sends a push notification: You have a task due, with the company and the task. Tap it to open that task. A task you finish or delete before its time sends nothing. You may snooze a task if you are not ready to complete it. To learn more, see Snooze a task.
🔥 Hot tip: Stack as many tasks as you need in a single recorded note. Try saying "Remind me to call John on Monday at 9 AM to send the updated quote and remind me to call John Wednesday at 2 PM to see if he has any questions."
Where do tasks live? The top 3 tasks due today shows in the tasks section on Home, with a count of overdue tasks first (in red). Tap View all to see what's due today, snooze items, or mark them complete.