Keeping up with follow-ups, appointments, and team to-dos is much easier when tasks are scheduled clearly from the start. This CRM update gives you more control over when tasks are due, lets you choose a specific time, and helps your team see exactly what needs to be done.

📌 Why This Matters

Small business owners often need to plan work beyond just the next few days. Maybe you want to remind someone to call a customer in two weeks, check in after a completed job next month, or assign a task for a certain time of day. With more flexible due date settings, you can plan ahead with less guesswork, keep your team organized, and make sure important follow-ups do not slip through the cracks.

✨ What’s New

• More flexible due dates: Set task deadlines using days, weeks, months, or years instead of being limited to a short time frame.
• Specific due times: Add an exact time to a task so your team knows when it should be handled.
• Live due date preview: See the calculated due date and time before saving so you can confirm it looks right.
• Weekend-aware scheduling: Choose to exclude weekends when calculating deadlines if your business does not operate on Saturdays and Sundays.
• Rich text task descriptions: Add clearer task instructions with formatting that stays in place when the task is saved and viewed later.

🛠️ How to Use It

1. Step 1: Create or edit a task inside your CRM automation or task setup area.
2. Step 2: Enter a number in the due date field and choose whether the task should be due in days, weeks, months, or years.
3. Step 3: If needed, select a specific due time so the task is scheduled for the right part of the day.
4. Step 4: Turn on the weekend exclusion option if you want deadlines to skip non-working days.
5. Step 5: Add a detailed task description using rich text formatting so the instructions are easy for your team to follow.
6. Step 6: Review the live preview of the due date and time, then save the task once everything looks correct.

💡 Pro Tip

Use exact task due dates and times for customer follow-ups after estimates, appointments, or completed jobs so more leads and repeat sales get timely attention.