Task types
Follow-ups, visits, purchases, payments, and other routine actions in one queue.
A solution for organizing your day
Keep the next step visible and know what to do next
My routine brings together follow-ups, visits, purchases, payments, and other tasks so you can keep working without relying on memory or a lost conversation.
The problem
When the next step stays in WhatsApp or in your memory, work gets lost
After agreeing on a follow-up, visit, purchase, or payment, save the action, date, and, if useful, the related quote. You know what needs to happen when you return to work.
A few steps
How it works
- 1
Save the next step
Choose a task type, set the date, and add a time, quote, or client details when useful.
- 2
Find what needs attention
Use Today, Next 7 days, Overdue, or Completed. You can also search by text or contact.
- 3
Resume without starting over
Open the related quote, review the WhatsApp message, or complete and reschedule the task as work moves forward.
What stays in one place
Dates and repetition
Organize what needs to happen today, later, or in a repeating sequence.
Search and filters
Find the next step by client, text, or phone without scanning the whole list.
Ready to keep your next step visible?
Sign in to your professional account and open My routine to start with a real task from your day.