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How to Create and Manage Tasks (Never Drop the Ball Again)

Tasks in ScheduleDrop are your personal “do-not-forget” system. Create follow-ups, assign to yourself or your VA, link to customers, and get reminded automatically.

Written by Sam Arnold

Best Place to Create a Task

Dashboard → Task Management section → Create Task

Step-by-Step: Create a Task

  1. Title: e.g. “Follow up with Joe about recurring”

  2. Description: full details so anyone can pick it up

  3. Due Date & Time: Nov 22 at 3:00 PM

  4. Assign To: yourself, Virtual Assistant, or any admin

  5. Link to Contact: search and attach the exact customer/provider

  6. Click Submit

Task instantly appears on the Dashboard and sends reminders when due.

Other Fast Ways to Create Tasks

  • Quick Tools (top bar) → Create a Task

  • Inside any Conversation → Add Task

  • Inside any Customer/Provider profile → Add Task

Manage Tasks Like a Pro

  • Filters: All / This Week / Overdue / Completed / Assigned To

  • Search: find any task instantly

  • Three dots → Edit or Mark Complete

  • Three dots → Delete

Pro tip: If a task disappears, change the filter from “This Week” to “All” – it’s just hiding because it’s due later.

Questions? Message us anytime using the chat widget in the bottom-right corner or email support@scheduledrop.com.

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