Create a task from wherever you already are

A composer opened from the junction you are looking at, arriving already knowing which customer, job and document it is about, so the only questions left are when, who, and what you want to say to yourself.

What it is

One modal used at every junction in the product. It carries the junction's label, a pre-written editable title, pre-written notes, structured facts for the notification, the ids that bond the task to a contact, project, estimate link or opportunity, and a category. It collects a due date and time, a reminder offset, an assignee, a priority, a repeat rule and delivery channels.

Also called: remind me · new task · set a reminder · task from a job · add a follow-up

See it
Create a task from wherever you already are
Prepared for
Ivy Brubaker
1140 Ridge Line Rd · Fair Play
Shell package$30,994
Concrete & site$8,998
Doors & windows$5,999
Trim & finish$3,999
Total
$49,990
Signature
The composer open over a contract row, showing the junction label, suggestion chips, the due picker and the reminder receipt. TaskComposer.tsx. Sample data — no customer information appears here.
How it works
  1. 1The junction passes a TaskContext object; the composer seeds itself once per opening.
  2. 2Due date and time come from a branded DatePicker with past dates disabled.
  3. 3The reminder is expressed as an offset BEFORE the due moment, and a live receipt states both moments in plain words.
  4. 4Submit posts to /api/tasks with the ids, the module id from the shared context envelope, the context label and the detail facts.
  5. 5The modal turns into a confirmation receipt rather than vanishing.
Why we built it

The header is the argument: “The reason people don't use task managers is that using one means leaving the thing you were doing, then re-typing all the context the app already had: which customer, which stage, what needs doing. By the time you've done that you could have done the job.” And on why it is not an automation: “A rule that fires every time is the wrong instrument for 'today is busy, nudge me in three hours'. That judgement depends on this customer, this week, this person's life. Building a trigger for it is more work than the task, which is why nobody does it.” A separate bug is recorded in the seeding logic: the form used to re-seed on every render of the surrounding page, so 'a note being typed vanished mid-sentence, and a hand-picked date snapped back to the default'.

The problem
  • Context re-entry is why task tools go unused
  • Vague hurried task titles
  • A form that reset itself under the user on a background poll
Sound familiar?
What you get
A task raised in two taps that still knows the job
Notes and facts pre-written by the junction that raised it
What's inside
Tasks that know what they are about
Every task carries the ids of the contact, project, estimate and opportunity it came from, plus a snapshot label of the job or customer.
One-tap task presets per junction
The two to four things people actually do at this junction, offered as one-tap fills for the task title.
Due time and nudge time are separate questions
Pick when it is due, then how long before that you want the nudge — at the due time, 30 min, an hour, 24 hours, or any custom figure like 2.5 hours.
It suggests only times you actually use
Time and offset chips marked “your usual” appear only once you have a real history at that junction — a fresh account is offered nothing.
Assign a task to anyone who works here
The assignee list is the whole staff roster, with each person's role beside their name, and it warns when someone has no login yet.
Choose how the nudge reaches you
Per task: in-app, email, text, push — any combination, stored on the task and honoured by the reminder engine.
Proof the reminder was actually scheduled
After saving, the modal becomes a receipt stating the exact moment, who it will reach, and over which channels — with an Add another button.
It will not schedule a nudge into the past
A due time already gone is refused, and so is an offset that would put the reminder before now — with the reason said out loud instead of silently corrected.
Assigning a task tells the person, with the detail
Assigning a task to someone else notifies them with the title, notes and due date; assigning it to yourself notifies nobody.
Structured facts on a task, laid out per channel
The junction attaches ordered label/value facts to a task so the reminder email lists them in its context card and the text stacks them one per line.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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