Creating and managing tasks

Following up with leads is only part of your day. The rest is a stream of to-dos that aren't a call to a specific person — prepare a listing packet, order a sign, send documents. Those are tasks, and RelkoAI gives them a home.

Tasks vs follow-ups

A follow-up is a scheduled touch with a specific lead or deal, about advancing a relationship. A task is a discrete to-do — a piece of work to complete. If the action is "reach out to a person to move a deal," it's a follow-up; if it's "get this thing done," it's a task.

Creating a task

Set a clear, action-oriented title ("Prepare CMA for 42 Oak St" beats "CMA"), a due date and time, and optional steps for multi-part work. Specific titles are something you can actually execute later without decoding your own shorthand.

How tasks appear in your day

Tasks due today appear in Today's Actions, right alongside your follow-ups — so your daily list is a complete picture of your day, not just a follow-up list. Complete a task to check it off, or reschedule it if the timing changes. The same timezone logic applies: "due today" means your local day.

Task vs note vs follow-up

A thing to do by a certain time → a task. A touch with a specific person → a follow-up. Context to remember but nothing to do → a note. Using each for its purpose keeps your daily list focused on genuine action items.