To create a management task or reminder for a contact, follow the steps below:
1) Click on the Contacts tab from the menu at the top.
2) Edit the relevant contact using the pencil icon. This will show the contacts details page.
3) Select the Management tab from the menu.
4) Press the Create button.
Select the user, the date to be reminded of the task and any notes. Once completed press the Add button.
5) Once added the management task will then show below.
6) When this management task is due it will show on the dashboard
As well as on on the contacts listing page in the management tab (next to the create contact button).
The management task will stay as a reminder in both of these places until the task has been completed.