Managing tasks

Whitmore keeps a running to-do list for your business, and you can drive the whole thing from chat. No separate app to open, no list to maintain by hand.

"Add a task to quote the Miller job by Friday."

What you can do

• Create, complete, and reschedule tasks by just asking.
• Set a due date so nothing sneaks up on you.
• Link a task to a contact or a job so the context stays attached.
• Ask what's due today, this week, or what's overdue.

Update a lot at once

You don't have to touch tasks one at a time. Ask Whitmore to update a whole batch in one go.

"Mark all of today's tasks done."

"Push everything due this week to next Monday."

Keep tasks connected

• Tie a task to the customer it's about, and it shows up alongside that contact.
• Link it to a job so follow-up work never gets lost between visits.
• Because tasks live next to your contacts and calendar, Whitmore can remind you at the right moment.

Good to know

• Tasks are for your business's own to-dos, not something your customers see.
• If a due date is unclear, Whitmore will ask rather than guess.