Sales & Marketing Hub · Feature guide

Create client tasks and reminders, and open original documents

Hand follow-up work to native Tasks, set timed reminders and reach permitted letters, contracts and compliance evidence from the client workspace.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Client workspace → Create task / Reminder / Letter; relevant document section

Permission

Manage sales + native Tasks Create for tasks; Manage CRM for reminders; client-letter permission and active Letter Manager for letters

Before you begin

Confirm the record in the workspace header and choose whether the work needs a due date or an exact notification time. These are different native mechanisms.

Follow these steps

Choose Create task, enter the name and details, and set the Follow-up reference time in UTC. Save and open the resulting native task.
Choose Reminder for an exact Notify at time in UTC, enter the reminder text and choose the optional email notification where offered.
Check the task or reminder in its native section and make any later changes there.
For a letter, use Letter only when the active native Letter Manager and your client permissions allow it. Review and complete the document in that original workflow.
Use Contracts, Compliance and Obligations to open permitted original evidence and manage it in its owning module.

Fields and options

Task: Name up to 160 characters, details up to 10,000. New tasks are assigned to the initiating staff member and are not visible to the client by default.
Time: Native Tasks stores a due date; the exact UTC follow-up reference is retained as context. Use a reminder when you need a timed notification.
Reminder: Text up to 2,000 characters; required Notify at UTC. Native cron handles due reminder notifications.

Rules and limits

Creating a task does not email the client or book a calendar appointment.
Document links retain the native letter, signature, contract and compliance controls.
A displayed evidence record is not an automated legal-compliance determination.

Check the result

Open the original task and check assignment, due date and record linkage.
Check the reminder’s UTC time and notification choice in the native reminder list.

If something does not look right

If no timed alert arrives, check the reminder time, native notification configuration and CRM cron.
If Letter is absent, check active dependency, client identity and the dedicated letter capability.

Common questions

Will a task due time trigger an exact alert?

Native Tasks uses a due date. Create a Reminder for an exact timed notification.

Can I sign a contract from this summary alone?

Open the original document and follow its native review and signature process.