Tasks

Tasks keep every family moving. Some are created for you automatically; you add the rest. Every task has a due date and a time.

Where tasks come from

• New web enquiry: a first-contact call task.
• Tour booked: a Host the centre tour task for the centre's director, due at the tour time.
• Tour attended: whatever your Tour Completed automation creates, usually a next-day enrolment call.
• Tour no-show: a next-day re-engagement call.
• Missed inbound call or voicemail: a Return the family's call task, due in two hours.
• Forms submitted on an offer: a forms-check task.
• Automation rules: any task a rule is set up to create.

Add a task

1. Press + New → New task, or Add task on a family's Tasks tab.
2. Choose the family, or Not about a family for a general to-do.
3. Pick the type (Call, Email, SMS, Tour, Add to OWNA, Other, or your own types), due date and time (9:00 am by default), and who it's for.
4. Press Add task.

Working your tasks

• The tick icon in the top bar opens your open tasks from any page. Everyone's tasks at the foot shows the whole team's.
• On Everyone's, Whose tasks narrows to one colleague or to tasks nobody owns yet. Handy when covering for someone.
• Tasks run strictly by due date and time. There is no priority flag, so a day's list reads top to bottom.
• Completing a Call, Email or SMS task opens the call log, email or SMS so you can record the outcome as you go.
• Delete a task created by mistake from the family's Tasks tab. The timeline keeps a note of it.

Due badges

Updated 2026-11-06 · nurtra.ai