Agenda & commitments
Tasks, reminders and promises — and closing them with what happened.
- Tasks and remindersJot a follow-up or reminder in plain words; KretaOS works out the client, the day and the time, and shows you what it filed.
- Closing a task with its outcomeWhen you finish a client follow-up, say what happened in one line; KretaOS logs it on the client and closes the task together.
- Snooze and triagePush one task to a better day, or clear a pile of late follow-ups in a few taps without losing what happened.
- PromisesWork through what you owe and what you are owed: add a promise, put a date on it, turn it into a reminder, mark it kept or drop it.
- Assigning to a teammateHand a task, a client or a deal to someone on your team; they get one bell alert, and it shows up in their own lists.
- Keeping a teammate in the loopPut teammates in the loop on a task so they hear when it is finished or slips, and Cc them on an email so they get the real mail.
- Notifications and pushWhat the bell tells you, how to mute the alerts you don't need, and how to get them on your phone or computer.