How do I create a task for a contact?

Create contact-specific tasks so follow-ups, check-ins, and next steps stay visible.

Short answer

Open a contact, add a task, choose the date and time if needed, and save it. Tasks help you remember what to do next for that relationship.

Steps

Open the contact.

Go to the Tasks section.

Choose Add task.

Write the action you need to take.

Set a date, time, or priority if available, then save.

Examples include "send deck," "check in next Friday," "introduce to Maya," "send pricing," or "follow up after conference."

Tasks work best when they describe a concrete action, not a vague intention.

If the time selector is open, scroll until the desired hour, minute, and AM/PM are centered.

If a task is complete, mark it done so your active list stays clean.

If a task belongs to a different contact, open that contact before creating it.

In Genify, Tasks are relationship next steps. They can work like reminders, but they are tied to contact context.

Save meeting context, relationship history, and important reminders on a Genify contact.

Create a personalized follow-up message using Genify's AI assistant.

Use connection types, tags, and statuses to make your Genify network easier to search and act on.