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How to create and complete tasks in the app's schedule

Jot down a task with a reminder on your phone, mark it as done, and see the day's appointments on the same screen.

1 min readBasicUpdated on November 12, 2026

Video lesson coming soon. For now, follow the steps below.

The app's Schedule brings together your tasks and appointments set for the day. Tasks created here go to the company's default board, and the reminder arrives as a notification on your phone.

Step by step

  1. Step 1:

    On the Today tab, open Schedule. At the top, tap New and then New task.

  2. Step 2:

    Choose New task.

  3. Step 3:

    In What to do, write the task.

  4. Step 4:

    In When to remind, choose a time (today, tomorrow, in 1 week, or another date) and, in Reminder notification, choose when your phone alerts you. The task goes to the default board; you can link it to a contact.

  5. Step 5:

    Tap Create task.

  6. Step 6:

    Back on Schedule, the Tasks tab shows overdue tasks and today's tasks. Tap the small checkbox next to a task to mark it as done.

  7. Step 7:

    Tap Times to see the appointments scheduled for the day.

How to know it worked

The task appears on the Schedule on the chosen day and on the company's task board. At the reminder time, your phone will alert you.

If something goes wrong

The reminder didn't arrive.

Check that Cognizy notifications are allowed on your phone, under Settings › Notifications.

Next step

Schedule a time for a customer through Schedule.