My tasks — scheduling follow-ups and callbacks

Every follow-up you schedule lives in My tasks (/my-tasks). This is where you plan tomorrow's calls today.

Creating a task

Three ways:

1. From a lead — inside the lead drawer → Schedule follow-up → pick date/time + type.
2. After a call outcome — outcome buttons auto-create the right task (e.g. "Callback in 2h" or "Send proposal by tomorrow").
3. Standalone — click + New task from the tasks screen for admin/misc work.

Task types

• Call — outbound phone call
• Meeting — in-person / video call
• Email / Document — send something
• Internal — note-to-self, non-lead work

Reminders

• T-15 min in-app popup — bottom-right toast. Snooze 15 min or dismiss.
• T-15 min email (sent from noreply@alphorix.net) — if enabled in your notification prefs.

Marking done

Just click the checkbox. A confirmation activity is logged on the associated lead automatically. Overdue tasks turn red — clean these up daily.