Assign tasks and set reminders
Open Tasks and click New task. Say what needs doing, assign it, set a due date and a reminder time, and click Add task. The person gets a reminder by notification and email, and a morning email of overdue and due-today tasks.
In EaseDesk: Tasks → New task. Log in or start a free trial.
Steps
- 1 Open Tasks and click New task. For a quick one for yourself, type it in Add a task for yourself…, pick a date and click Add.
- 2 Enter What needs doing and any Details.
- 3 Choose who it is Assigned to, the Due date and the Priority (Low, Medium, High or Urgent).
- 4 To be reminded, set Remind me on and the time (IST).
- 5 For regular work, choose how it should Repeat, such as every week or every month. A repeating task needs a due date.
- 6 Click Add task. To finish a task, click the round button at the start of its row.
Finding what to do next
The Tasks item in the menu shows how many of your tasks are overdue or due today. On the Tasks page:
- My tasks lists what is assigned to you, open ones first by due date.
- Given by me lists tasks you created for others, so you can follow them up.
- Everyone’s lists the whole team’s tasks, for those who may see them.
Filter by Status (Open, Done, Cancelled, Archived) and by due date (Overdue, Due today, Next 7 days, Later, No due date), or search by title or number. Each task has its own number, such as TSK/26-27/0001.
Status and priority
A task moves from To do to In progress to Done, or can be Cancelled. Priority helps the team see what matters most; it does not change the reminders.
Who can do what
Everyone can create, change and complete their own tasks. Assigning tasks to others and changing anyone’s tasks needs the tasks management permission, which the Owner and Admins have. Seeing everyone’s tasks needs the tasks read permission, which the Owner, Admins and Accountants have.
Questions
Can I add a task about a customer or an invoice?
Yes. Customers and vendors in the Directory, sales and purchase documents, opportunities and contracts each have a Tasks panel with Add task. The task is linked to that record, so anyone opening it sees what is pending.
How do reminders reach me?
At the reminder time, the person the task is assigned to (or whoever created it, if no one is) gets a notification under the bell in EaseDesk and an email with a link to the task. Every morning at 8:00 IST, anyone with overdue or due-today tasks gets one email listing them; no email is sent on days with nothing due.
What happens when I complete a repeating task?
The next one is made at once, due one period later with its reminder moved on by the same time, so a weekly stock check or a monthly GST reminder never drops off your list.
How do I clear old tasks?
Tick several tasks and click Archive. Archived tasks stay searchable under the Status filter.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated 28-09-2026.