Tasks and Notes help you track your to-do list right inside Peasy. Create tasks with due dates, add notes for your team, and stay organized without leaving the app.

How to Get There

Click To-Dos near the top of the sidebar — clicking the label opens this full Tasks and Notes page, while the small icon button on the same row opens the compact To-Dos panel instead (see To-Dos). At the top of the page, filter chips switch between Open, Coming due, Due, and Done.

What You'll See

Tasks and notes appear as cards, grouped into a Tasks section and a Notes section. Each card shows the title, a Task or Note type badge, a subtitle (the linked customer, vendor, or item), how long until the next reminder is due, and a Stage badge. This same page also shows the full Action Queue — Buy, Make, Pending, Count, QuickBooks, Import, Snoozed, and Resolved cards — see To-Dos for those.

Creating a Task or Note

Click New in the top-right of the page to create a task, or the note icon next to it to create a note directly.
Enter a title and, optionally, a description.
Optionally set a reminder date — this drives the due-soon badges and the home page card.
Save.

You can also change the Type and Stage right in the creation dialog, and toggle Create more to keep adding tasks or notes without closing the dialog.

Linking a Customer or Vendor

Attach a customer or vendor when you create a task or note: use the Relationship field in the New Task/Note dialog, search for an existing customer or vendor, or type a new name and choose Create customer or Create vendor to add it on the spot. The link then shows in the task's Details section and appears as the card's subtitle in the list.

Marking Tasks and Notes Done

Open a task or note and use the Status dropdown in its Details section: tasks move through To Do → In Progress → Done, and notes move between Active and Archived. Once a task is Done (or a note is Archived), it drops out of the Open view — switch to the Done filter chip to see it again.

Recurring Tasks

Some work happens on a schedule — paying a bill every month, checking stock every Friday, calling a key customer every two weeks. You can set any task to repeat instead of recreating it by hand.

A repeat schedule belongs to the thread, not to each reminder — one schedule per thread, set once and shared by all its reminders.

Setting up recurrence

You configure the schedule when you create the first reminder on a thread (in the New Task dialog) or when you add a reminder from the thread detail panel.

Set the reminder date — this is the anchor for the schedule, so it has to be filled in before recurrence is enabled.
Flip the Repeat toggle on.
Pick how often:
- Daily — runs every day, or every N days (e.g. every 3 days).
- Weekly — choose one or more days of the week. With interval 1 it repeats every week; with interval 2 it skips a week between cycles.
- Monthly — repeats on the same day of the month as your reminder date. If a month is shorter (e.g. February has no 31st), the task lands on the last day of that month.
The summary line at the bottom of the picker confirms the schedule in plain English ("Every Monday", "Every 2 weeks on Mon, Wed", etc.).
Save. A purple Repeating badge appears in the Reminders section header.

If the thread already has a repeating schedule, the Add Reminder modal hides the Repeat toggle — you can still add more one-off reminders, but the schedule is configured once per thread.

Editing or removing the schedule

In the thread detail panel, click the purple Repeating badge in the Reminders section header. The schedule picker opens — change the frequency, interval, or days and save, or toggle Repeat off to remove the schedule entirely.

What happens when you finish a recurring task

When you mark the open task Done (or Cancelled), the next instance is created automatically using the schedule and the previous due date as the anchor. You'll see a fresh open task with the next due date appear in the list. Toggling between statuses does not create another instance — only the open → closed transition does.

A daily background job is also a safety net: if anything goes wrong with the automatic creation, the missing next-due task gets generated the following morning.

Spotting recurring tasks in the list

Recurring tasks show a purple repeat badge next to the title with the schedule summary, so you can tell at a glance which items are part of a series and which are one-offs.

Notes

Notes are freeform text entries — use them for anything you want to remember or share with your team. Meeting notes, supplier conversations, reminders, or anything else.

Searching, Sorting, and Filtering

Search — Use the search box at the top of the page to find tasks and notes by title, customer, vendor, or linked item/order.
Sort — Click Sort to order the list by Title, Type, Subject, Stage, Reminders (due date), Last Activity, or Vendor. Click the same option again to reverse direction, or a third time to clear it.
Filter — Click Filter to narrow the list by Type, Stage, Customer, or Vendor.

Deleting Tasks and Notes

Open a task or note (click its card) and click the trash icon in the panel header to delete it, with a confirmation prompt. To delete several at once, check the boxes on multiple cards and click Delete in the floating toolbar at the bottom of the page.

Tasks & Notes on Other Records

Customer, vendor, item, and purchase order detail panels each have their own embedded Tasks & Notes tab, scoped to just that record — so you can add a follow-up without leaving what you're working on. See Creating Purchase Orders — Notes on Purchase Orders for an example.

On the customer and vendor detail pages specifically, a link to a specific thread opens straight to that thread on the Tasks & Notes tab instead of the record's default Details tab — handy for jumping directly to a follow-up from elsewhere in Peasy.

The Home Page Card

The Tasks & Notes card on the home page shows tasks and notes with a reminder due in the next 3 days, giving you a quick glance at what's coming up without leaving the home page.

Good to Know

Tasks and notes are shared across your team — everyone can see and update them.
The number on the To-Dos sidebar badge includes your open tasks along with everything else that needs attention — see To-Dos.
Tasks and notes are simple and lightweight — they're not a full project management tool, just a quick way to track what needs doing.

To-Dos — The full attention queue this page is part of
Home Dashboard — Tasks and notes appear on the home page
Navigating Peasy — Where to find To-Dos in the sidebar