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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

Tasks are your in-product to-do list. Use them for follow-ups (“call Alex Friday”), reminders (“send invoice for #4528”), or anything else you don’t want forgotten.

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Add a task

1

Click 'New task'

From Tasks in the side nav, click the New task button.
2

Fill in details

  • Title — short description (“Follow up with Alex on kitchen quote”)
  • Description — optional longer notes, links, context
  • Due at — date + time the task should fire a reminder
  • Assigned to — yourself by default; can be a teammate
  • Linked contact — optional (search to associate with a contact)
3

Save

Task appears in your list.

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Where tasks come from

Three sources:

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Manual

You typed them. Most common.

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Auto-escalated from AI

When the AI escalates a form submission or conversation it can’t handle, it creates a task assigned to whichever teammate you configured as the escalation assignee on that form. The task contains the AI’s reasoning + a link to the original submission/conversation.

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Workflow recipes

Workflow recipes (see Workflows) can create tasks automatically — e.g., “after every booked appointment, create a task to send a 1-day-before reminder.”

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Reminders

When a task’s due_at time arrives, the assignee gets:
  • An email reminder with the task title, description, and a link to open it
  • An in-app notification in the bell
If the task isn’t done by the due time, it’s just marked overdue (no further reminders) — no escalating spam.

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Snoozing / rescheduling

Open a task and edit the due_at. Past-due tasks can be re-scheduled for later. Reminders re-fire at the new time.

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Marking done

Click the checkbox on a task row, or open the task and click Mark complete. Done tasks move to a separate “Done” section in your list, capped at the most-recent 50 (older completed tasks are still in the database, just not shown).

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Search and filter

The Tasks page supports:
  • Filter by status (open / done / overdue)
  • Filter by assignee (everyone, just me, just X)
  • Filter by linked contact

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Recurring tasks

Not currently supported as a first-class feature. Workaround: create a workflow recipe that creates a recurring task on a cadence, OR use a calendar app for repeating tasks and link from there. A native “every 30 days” task option is on the roadmap.

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Delete a task

A delete confirmation appears (no typed-DELETE for low-stakes operations). Tasks are soft-deleted for 30 days; after that they’re permanently purged.

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Next

Workflows

Automation recipes that create tasks, send messages, or move deals.

Recipes

Pre-built workflow templates for common service-business needs.