Where to Find Tasks
Tasks usually appear:
inside contact profiles
in task views (if enabled)
Manual Tasks
Manual tasks are:
created by you
reminders for calls or messages
linked to specific contacts
Example:
“Follow up with client”
“Send proposal”
Automated Tasks
Automated tasks are:
created by workflows
triggered by actions (booking, form submission, payment)
You may see tasks appear without creating them yourself.
What You Should Do With Tasks
Complete tasks when done
Use tasks as reminders, not pressure
Do not delete automated tasks unless you know why they exist
If you are unsure why a task appeared, ask Emmi:
“Why was this task created?”
Important Safety Note
Avoid editing automation-related tasks until you fully understand your workflows.