Playbooks · 1 min read
Put the task on the lead, not in a side list
A reminder that is not attached to the record is another thing to forget by Friday.
Written by
VIQ team
Published on
13 August 2026
Separate to-do apps fill up. They do not tell you which lead is waiting.
When a task sits on the lead — due time, owner, and what to do — the next person to open the profile sees the work.
Overdue work then shows up in reports instead of in someone's head.
