Create Follow Up Tasks That Send You Day-Of Reminders
Keeping in touch with your members is important but the small things can really add up. Membee's tasks makes it easy for you to set up a task to complete on a future date and forget it. When that task date comes, an email reminder is sent to you with a quick access link to the task, making it easier to get your to-do list completed while staying engaged with your members.
What Can Tasks Be Used For?
Tasks can be used as a reminder or to complete something actionable for a member. It can be used for yourself or for any other Membee subscriber. This is commonly used in scenarios such as:
Add a Task From a Member’s Record In 3 Clicks
Already looking at a member’s record? The quick action in the core area allows you to easily add your task in fewer clicks.
Email Notification Sent on the Task Due Date
On the day the task is due, Membee will send you a notification of the task to complete that includes a button to view the task details to complete for quick access!
