Focused CRM Tutorial: Add Tasks, Set Reminders, and Sync to Google Calendar

Описание: Learn how to create tasks in Focused CRM, set due dates and reminders, make tasks recurring, and sync them to your chosen Google Calendar—start to finish.

In this quick demo, I’ll show you how to create and manage tasks in Focused CRM—including due dates, reminders (email & pop-up), recurring schedules, and syncing events to your selected Google Calendar. You’ll also see how tasks link to clients, how to edit/update a task, and how changes reflect on your calendar.

What you’ll learn

Add a task with due date & time

Set reminders (email or pop-up)

Make tasks recurring (daily/weekly/monthly)

Sync tasks to Google Calendar (and choose the target calendar)

Edit or complete tasks and keep the calendar in sync

View everything in the Calendar view