Tasks and Notes
Tasks and Notes help you track your to-do list right inside Peasy. Create tasks with due dates, add notes for your team, and stay organized without leaving the app.
<!-- Screenshot: Tasks and Notes page showing a list of tasks with due dates and completion status -->How to Get There
Click Tasks & Notes near the top of the sidebar. A red badge shows how many tasks are due soon.
Creating a Task
- Click + New Task (or start typing in the input field).
- Enter what needs to be done.
- Optionally set a due date.
- Save.
Tasks appear in your list sorted by due date.
Completing Tasks
Click the checkbox next to a task to mark it as done. Completed tasks are moved out of the active list.
Notes
Notes are freeform text entries — use them for anything you want to remember or share with your team. Meeting notes, supplier conversations, reminders, or anything else.
The Home Page Card
The Tasks and Notes card on the home page shows tasks due in the next 3 days, giving you a quick glance at what's coming up without leaving the home page.
Good to Know
- Tasks are shared across your team — everyone can see and update them.
- The red badge on Tasks & Notes shows how many tasks are due or overdue.
- Tasks are simple and lightweight — they're not a full project management tool, just a quick way to track what needs doing.
Related
- Home Dashboard — Tasks appear on the home page
- Navigating Peasy — Where to find Tasks & Notes