How to add tasks?

Tasks help you keep track of important follow-ups and reminders while managing leads in ReachBoost.
They can be useful in situations such as:

• A prospect asks you to follow up in two weeks.
• You want to reach out via email or phone at a later date.
• A lead needs to be moved into another campaign.
• Any other action that requires a reminder.

Note: This feature is currently only available for Agency accounts. Support for the Sales package is coming soon.

Create a task from a lead list

Step 1 - Open the lead
Go to the relevant lead list and open the lead you want to create a task for.

Step 2 - Open Notes
Click Notes.

Step 3 - Add your note and reminder
Write your note, enable Set Reminder, and choose the desired reminder date.

Create a task from a campaign

You can follow the same process directly from the Campaigns section.

Step 1 - Open the lead
Navigate to the lead within the campaign.

Step 2 - Add your note and reminder
Open Notes, add your note, enable Set Reminder, and choose the desired reminder date.

Create a task from the Unified Inbox

Step 1 - Open the conversation
Navigate to the relevant conversation in the Unified Inbox.

Step 2 - Open lead details
Click Actions, then Details.

Step 3 - Add your note and reminder
Open Notes, add your note, enable Set Reminder, and choose the desired reminder date.

Managing tasks

All created tasks will appear in the Notification Center within the Agency Dashboard once they become due.

Step 1 - Open the Notification Center
Navigate to the Agency Dashboard and open the Notification Center.

Step 2 - Open a task
Click Open on a task to return directly to the workspace and lead associated with that reminder.

Step 3 - Dismiss a task
Click the checkbox next to the task to mark it as completed and dismiss the notification.

Updated on: 23/07/2026