Getting Started with Tasks

Tasks in Quenza are a simple but powerful way to stay organized and help your clients stay on track. Whether you are managing your own to-do list or assigning small action steps to clients, tasks help keep everything clear, accountable, and connected to the right context.

This guide walks you through how to create tasks for yourself and your clients, how to link them to profiles, and how to keep everything visible and up to date.

Creating a Task for Yourself

To create a personal task, start by clicking the + Task button. Enter a clear title that reminds you exactly what needs to be done. For example, you might name a task “Send contract” or “Follow up with client.”

You can then set a due date to help you stay on schedule. After that, assign the task to yourself by either selecting your name from the dropdown or using the Assign me shortcut.

If the task relates to a specific client, you can link it to their profile. Simply select the client’s name from the list. This adds the task to your own to-do list while also connecting it to the client for better visibility.

Once you click Add task, it appears in your personal overview. You will see the task title, due date, client (if assigned), and who the task is assigned to. When the task is complete, check the box to mark it done.

Assigning a Task to a Client

You can also create tasks that are assigned directly to a client. These are great for reminders, simple exercises, or small follow-up actions.

From the Tasks overview page, click the + Task button. Enter the task title, such as “Meditate for five minutes,” and choose a due date. Then assign the task to your client by selecting their name from your client list.

Once the task is created, it will appear in your task overview, showing the client it is linked to. The same task will also appear in the client’s profile under their Tasks tab.

When a client completes the task using the Quenza app, you will receive a notification automatically. This keeps you informed without having to check in manually.

A Simple Way to Stay Aligned

Tasks in Quenza help you stay focused while giving your clients clear next steps. You can manage your own work, support your clients with small actionable goals, and always keep track of what is happening in one organized place.