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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.