Tasks & follow-ups

Tasks are the things that need to get done — to-dos, reminders, and follow-ups that would otherwise slip through the cracks. You capture them in plain language, and Nous keeps track so nothing gets forgotten.

What you can build

• A shared team to-do list — who's doing what, by when.
• Renewal and deadline reminders — tied to the dates in your structured data.
• Meeting follow-ups — action items captured automatically from a call.
• Recurring checklists — the same steps every week or month.

The follow-ups take care of themselves

• One-off, scheduled, or recurring. "Remind me Friday," "every Monday morning," or "two weeks before each renewal" all work.
• Attached to the right thing. A task can hang off a client record, a note, or a meeting, so the context comes with it.
• Surfaced when it matters. Ask your assistant what's on your plate and it pulls the open items, sorted the way you need.

Try it

Add a task to send Acme Corp a revised quote by Friday, and remind me Thursday afternoon if it's still open.

Capture several at once:

Turn these into tasks: call the carrier about the claim, update the policy record, and email the client a summary. Assign them all to me for next week.

Check your list:

What's due this week? Group it by client.

Related

The biggest time-saver is letting Meetings generate tasks for you — see Turn meetings into action items.