1. Click Task Manager in the sidebar.
2. Click Add New Task.
3. Enter the task title.
4. Set a Due Date and optional Time.
5. Optionally link the task to a contact, business, or project.
6. Click Save Task.

Tasks with dates appear on your Calendar automatically. Tasks linked to a project also appear on that project’s page.

1. Click Appointments in the sidebar (or open the Calendar and click the date you want).
2. Click New Appointment.
3. Enter title, location, start and end times.
4. Link the contact you’re meeting with.
5. Optionally link to a project.
6. Click Save Appointment.

Appointments appear on the Calendar and on the linked contact’s page.

1. Click Email Templates in the sidebar.
2. Click Add New Template.
3. Give it a name (e.g. “Initial Quote”).
4. Write the email body. Use placeholders like {{contact.first_name}}, {{business.name}}, {{project.name}}.
5. Save.

Now from any contact, click Email → Use Template, pick this template, and the placeholders fill in automatically. Edit if needed, then send.