In the fast-paced world of client management, small details often fall through the cracks. Myra's Task Management system is designed to ensure that every follow-up, document request, and meeting preparation is accounted for. By linking tasks directly to contacts and deals, you create a "paper trail" of accountability for your entire team.
Creating and Managing Tasks
Tasks can be created in seconds from anywhere in the platform.
Quick-Create Tools
The Header Icon: Click the checkmark icon in the top header or press the T key on your keyboard to open the task overlay.
Contact Record: Add tasks directly within a contact's profile under the "Tasks" tab. This automatically links the task to that specific person. Click any task listed there to open an Edit task dialog where you can correct the title, description, due date, status, priority and assignee - or delete it.
The Mobile App: Tap the "+" button on your mobile dashboard to jot down a reminder while on the move.
Task Properties
Every task includes the following fields:
- Title: The core action (e.g., "Call Sarah back about the proposal").
- Description: Detailed notes or context for the task.
- Priority: Choose from Low, Normal, High, or Urgent. Urgent tasks appear at the top of your list with a red indicator.
- Due Date & Time: Set specific deadlines. You can also set a "Reminder" for 15, 30, or 60 minutes before the task is due.
- Assignee: Assign the task to yourself, a teammate, or an entire user group.
Productivity Features
Recurring Tasks
For routine work that needs to happen regularly (e.g., "Monthly billing review" or "Weekly client check-in"), you can set tasks to repeat.
- Options: Daily, Weekly, Bi-Weekly, Monthly, or Yearly.
- Logic: When you mark a recurring task as complete, the system automatically generates the next instance of that task based on your chosen frequency.
Automated Task Creation
The most efficient teams use Workflows to manage their to-dos.
- Example: Set an automation to "Create Task" whenever a lead moves to the "Contract Sent" stage. The task can be: "Check for signature in 48 hours."
- Outcome: This removes the mental load of remembering to follow up, as the system reminds you only when it's necessary.
Team Visibility & Reporting
The Team Task View
For managers, the "All Tasks" view provides a high-level look at the department's workload.
- Filters: Filter by user to see who is overloaded and who has capacity.
- Overdue Tracking: Quickly identify tasks that have missed their deadlines to prevent lead leakage.
Task Completion Reports
In the Analytics section, you can track "Task Completion Rates" per user. This is a great KPI for measuring team productivity and ensuring consistent client service.
Best Practices
- The "Daily Zero" Habit: Aim to clear your "Today" and "Overdue" lists every morning. If a task isn't going to happen today, reschedule it for a realistic future date.
- Be Descriptive: Instead of "Call Lead," use "Call {{contact.first_name}} to discuss pricing concerns from yesterday's email." This saves you from having to re-read old notes.
- Use Priorities Sparingly: If everything is "Urgent," then nothing is. Reserve the Urgent priority for tasks that directly impact revenue or client retention.
Frequently Asked Questions
Can I sync my tasks with Google Tasks or Microsoft To-Do? Yes, via our Zapier integration. We also offer a 2-way sync for calendar-based tasks.
Can I assign one task to multiple people? A task can only have one primary assignee. However, you can @mention other team members in the task description to notify them.
What happens to tasks when a lead is deleted? All associated tasks are moved to the "Trash" and will be permanently deleted after 30 days unless restored.
Related Features
June 2026 Power Features
The following capabilities were introduced in the June 2026 release and are available on all plans.
My Day View
Switch to My Day from the view toggle to see a curated list of tasks due today, overdue items, and anything you've flagged as important - all in one focused list. My Day resets each morning so you start every day with a clean slate.
Calendar View
The Calendar view displays tasks on a full month grid. Each task appears on its due date. Drag a task to a different day to reschedule it instantly - no need to open the task detail. Click any empty day to create a task with that due date pre-filled.
Task Templates
Create reusable task templates for work that follows the same pattern each time (e.g. "New client onboarding checklist"). When creating a task, choose Use Template to prefill the title, description, priority, and subtask list. Templates also support an Apply to Client option that links the task to a specific contact record at creation time.
Dependencies & Blockers
Mark one task as a blocker of another. A blocked task is visually flagged and cannot be marked complete until every blocker is resolved. Use this to enforce the correct order of work without relying on team members to remember.
Time Tracking
Each task includes a built-in Start / Stop timer. Hit Start when you begin work; hit Stop when you're done. Myra records each session and shows a total time-logged figure on the task. Useful for billing, capacity planning, and performance reviews.
Email-to-Task
Every workspace has a unique email-to-task webhook address (found in Settings → Tasks). Forward or CC any email to that address and Myra creates a task from the subject line and body automatically, assigned to the sender's matching team member if one is found.
AI Triage
Click the sparkle (✦) button in the task list toolbar to run AI Triage. Myra's AI reads your open tasks, scores them by urgency and impact, and reorders the list with a suggested priority. You can accept the suggestion in one click or drag tasks back to your preferred order.
Keyboard Shortcuts
| Key | Action |
|---|---|
| C | Create a new task |
| / | Focus the search / filter bar |
| E | Edit the selected task inline |
| ? | Open the keyboard shortcut reference |
Watchers & Labels
- Watchers - add team members as watchers on any task. Watchers receive notifications for status changes and new comments without being the primary assignee.
- Labels - apply one or more colour-coded labels (e.g. Billable, Blocked, Review Needed) to categorise tasks across projects and clients. Labels are filterable in all views.
Board / List Toggle
Switch between a Kanban Board view (tasks grouped by status in columns) and the classic List view using the toggle in the top-right of the Tasks page. Your preference is remembered per session.
Bulk Actions
Enter multi-select mode by clicking the checkbox on any task. With multiple tasks selected, the bulk-action bar appears with the following options:
- Set Status - move all selected tasks to a chosen status (To Do, In Progress, Review, Done).
- Set Priority - change priority for all selected tasks at once.
- Reassign - transfer all selected tasks to a different team member.
- Delete - permanently remove all selected tasks (with confirmation).
Linked contact on the task card
When a task was created from a contact record, the Tasks page now shows that contact's name and phone number directly under the task title. Click the name to open the contact's full record without leaving the page. Tasks that aren't linked to a contact look exactly as before.