Guides/Help Center/Contacts and deals

Set up tasks and reminders

By Brad Bone, co-founder of RiverX AI · Updated October 2026

PlanAll plans
Time5 minutes
Who does itYou
Short answer

Tasks are your to do list inside your RiverX account. Create one on a contact, like "call back about quote," give it a due date, and assign it to yourself or a teammate. See every task, filtered by due today, overdue, or upcoming, under Contacts, then Tasks.

  1. 1

    Open the tasks tool

    Open the contact and click the "Tasks" icon in the top right. Or go to Contacts, then Tasks.

  2. 2

    Add a task

    Click "+ Add Task."

  3. 3

    Enter a title and description

    Enter a title and, if you want, a description.

  4. 4

    Set the due date

    Set the due date and time.

  5. 5

    Assign it

    Assign it to yourself or a teammate.

  6. 6

    Save

    Click "Save."

Example

Title: Call back Maria about roof quote. Due: Thursday 9 AM. Assigned to: you.

Good to know

  • See every task under Contacts, then Tasks. Filter by assignee, or by Due Today, Overdue, and Upcoming.
  • Opportunities have their own tasks too.
  • Want a text or email reminder when a task is due? Ask us and we'll set it up.
Need a hand?

Our team handles setup and changes for every plan. Call (661) 491-7391, 8 AM to 5 PM Pacific. We usually respond the same day.

Not a RiverX customer yet?

See plansLive demo (661) 561-6461
Next in Contacts and dealsUse your pipeline to track deals
Was this helpful?

Related guides