Tasks and meeting links

Schedule the next step without switching tools.

Create a task from a contact, set a reminder, and add Google Meet, Zoom, Microsoft Teams, or a booking link.

View all solutions
9:41

New task

Task

Schedule product walkthrough

Due date

Friday

Time

1:00 PM

Reminder

30 minutes before

Meeting link

Add your booking link or create a meeting link.

Booking linkGoogle MeetZoomTeams

Send calendar invite

Aaron West · aaron@harborequity.com

Save task
9:41

Tasks

Upcoming

This week

Send partnership overview

Aaron West

Today · 2:30 PM

Google Meet

Review proposal

Adaeze Cooper

Tomorrow · 10:00 AM

Zoom

Product walkthrough

Jordan Adams

Friday · 1:00 PM

Teams

Follow up after demo

April Dunford

Monday · 9:00 AM

Scheduled

4

Scheduled

7

Completed

1

Overdue

Why it matters

Tasks fail when the action and the relationship live in different places.

Genify keeps the task beside the contact, then connects it to the meeting tools your team already uses.

Professional planning follow-up work at a desk

How it works

From contact to scheduled follow-up.

01

Open the contact

Add the task from the relationship.

02

Set the timing

Choose the date, time, and reminder.

03

Add the meeting

Select Meet, Zoom, Teams, or a booking link.

04

Track the result

See what is scheduled, completed, or overdue.

Create the next step

Create the task from the contact.

The person and the next action stay together from the beginning.

  • Task name, due date, and time
  • Reminder controls
  • Relationship context stays attached
9:41

New task

Task

Schedule product walkthrough

Due date

Friday

Time

1:00 PM

Reminder

30 minutes before

Meeting link

Add your booking link or create a meeting link.

Booking linkGoogle MeetZoomTeams

Send calendar invite

Aaron West · aaron@harborequity.com

Save task

Choose how to meet

Add the meeting link in the same flow.

Choose Google Meet, Zoom, Microsoft Teams, or your saved booking link.

  • Google Meet
  • Zoom
  • Microsoft Teams
  • Booking links
9:41

New task

Task

Schedule product walkthrough

Due date

Friday

Time

1:00 PM

Reminder

30 minutes before

Meeting link

Add your booking link or create a meeting link.

Booking linkGoogle MeetZoomTeams

Send calendar invite

Aaron West · aaron@harborequity.com

Save task

See what happened

See what happened next.

Status separates planned work, completed activity, and overdue follow-up.

  • Upcoming work
  • Completed activity
  • Overdue follow-up
9:41

Tasks

Upcoming

This week

Send partnership overview

Aaron West

Today · 2:30 PM

Google Meet

Review proposal

Adaeze Cooper

Tomorrow · 10:00 AM

Zoom

Product walkthrough

Jordan Adams

Friday · 1:00 PM

Teams

Follow up after demo

April Dunford

Monday · 9:00 AM

Scheduled

4

Scheduled

7

Completed

1

Overdue

Built in

Everything needed for the next step.

Due date and time

Put a real commitment on the next step.

Reminders

Get prompted before the follow-up is due.

Google Meet

Create a Meet link and optionally send the calendar invitation.

Zoom

Use Zoom when it is connected to your Genify account.

Microsoft Teams

Create a Teams meeting from the same task flow.

Booking link

Use your saved scheduling link when the recipient should choose the time.

Guests

Add the people who should receive a calendar invitation.

Status

See scheduled, completed, and overdue work clearly.

Who it is for

Built for follow-up that cannot be forgotten.

Sales representatives

Schedule demos, proposal reviews, and follow-ups from the lead record.

Managers

See whether important work is scheduled, completed, or overdue.

Founders

Keep customer, investor, partnership, and hiring follow-ups from colliding.

Consultants

Keep client actions attached to the people and conversations behind them.

Trust and control

Use the meeting tool that already fits your workflow.

A meeting link is optional. When you need one, choose the connected provider that fits the conversation.

Provider choice

Use the meeting service that fits the conversation instead of forcing one calendar workflow.

Relationship context

The task stays beside the contact rather than becoming an isolated calendar item.

Visible outcomes

Status separates what is scheduled, completed, and overdue.

Frequently asked questions

What to know before you start.

Which meeting services can I use?

The task editor supports Google Meet, Zoom, Microsoft Teams, and saved booking links.

Do I need to connect the meeting provider first?

Yes. Link creation depends on the relevant connected service or saved booking link.

Can I send a Google Calendar invitation?

Yes. When Google Meet is selected, you can choose whether to send the calendar invitation and select the guests.

Does the task stay linked to the contact?

Yes. Tasks are created from the relationship workflow so the next action remains connected to the relevant person.

Can I use a task without a meeting link?

Yes. The meeting link is optional; you can keep the task, date, time, and reminder without adding one.

Can managers see task progress?

Team views can surface whether shared work is scheduled, completed, or overdue, subject to the workspace and sharing setup.

Make the next step real while it is still clear.

Create the task, schedule the meeting, and keep it attached to the relationship that started it.