Plan your day with tasks, the calendar and reminders

What is on your Tasks list

The page is called Tasks & Calendar, with two tabs: Tasks and Calendar. The Tasks list is in sections: Late, Today, Coming up (the next seven days), No date and Done today.

Your own tasks sit beside things Nfelia already knows, so you do not have to type them twice:

• deliveries and pickups promised on orders, with a countdown,
• delivery notes with a planned date,
• money customers promised to pay, on its due day, with a WhatsApp button to remind them (the owner and admins see these),
• quotes to follow up three days after you send them, or the day before they run out,
• website orders waiting for you to confirm them,
• items to restock.

These clear by themselves when the money comes in or the goods go out.

The screens are from Ivie Luxe Hair, an example business.

Add a task or an appointment

1. Type it in Add a task

   At the top of Tasks, type what needs doing, for example "Buy 3 bundles from the supplier". Under When?, tap Today, Tomorrow, Pick a date or No date, then Add. It appears in its section at once.

2. Add details when you need them

   Tap Add details instead of Add. Choose Task or Appointment, set a time, link a Customer, choose Remind me, Repeat (every day, week or month), Who is doing it? and Notes. Tap the star for something important.

3. Save it

   Tap Add task or Add appointment. Appointments show on the calendar in your colour, and on your website no customer can book that time.

4. Tick it off when it is done

   Tap the circle beside it. Nfelia asks whether you have completed it; tap Yes, it's done. It moves to Done today, and Undo shows for a moment in case you tapped the wrong one.

For an appointment straight away, tap Book appointment. You can also add a task from anywhere with the + button at the bottom of the screen, then Add task.

Get reminded

Choose Remind me on a task or appointment:

In Ghana or Kenya Reminder times follow Nigeria time (WAT) for now. In Kenya they come two hours late, so set them two hours earlier; in Ghana they come an hour early, so set them an hour later.

The bell at the top of Nfelia always shows what is due. To choose how else it reaches you, tap Set up reminders at the top of Tasks:

1. Turn on alerts for this phone

   Under Phone notifications, tap Turn on for this phone and allow notifications when your phone asks. Tap Send me a test to check it buzzes.

2. Choose phone, email or both

   Switch Reminders on your phone and Reminder emails on or off.

3. Do it on each phone you use

   Alerts are set per phone. Your reminders then reach every phone you turned on, even with Nfelia closed.

On an iPhone Phone alerts need Nfelia on your Home Screen. In Safari, tap Share, then Add to Home Screen, open Nfelia from there, and turn alerts on. See how to install the app.

Quiet at night? Open More, then Notifications, and switch on Quiet hours with the times. Your phone stays silent then, and alerts wait in the bell.

Your day each morning

On mornings with something planned, Nfelia sends you your day at 7am Nigeria time (6am in Ghana, 9am in Kenya): late items, today's appointments, tasks and deliveries, deliveries in the next two days, and money due from customers. A day with nothing planned sends nothing.

It comes by email and to your phone. Switch either off under Morning plan in Set up reminders, or with the link at the foot of the email. Each person on your team gets their own day: staff see their tasks, without the money.

Plan a job step by step

For work with several steps and a deadline, such as a dress, a party or a big order, let Nfelia lay out the steps for you.

1. Tap Plan a job

   Choose a ready-made plan: Sewing job, Customer order, Event or Supplier order, or My own steps to start blank.

2. Add the customer and the finish date

   Pick the Customer and, if you like, the Invoice. Set the finish date, such as Deliver by for a sewing job. Nfelia spaces the steps before it, so a fitting falls a few days before delivery.

3. Check the steps

   Rename, remove or Add a step. Choose Who is doing it? for the whole job.

4. Tap Save job plan

   The job shows under Jobs in progress with how many steps are done and a countdown. Each step appears on Tasks on its own day.

Give tasks to your team

Under Who is doing it?, pick a person. They get an alert that you gave them a task, and you hear when they finish it. When you have staff, Everyone and Mine at the top of Tasks switch between the whole team's list and your own.

Staff can change the tasks they added or were given; the owner and admins can change all of them. If you remove someone from your team, their open tasks come to you. Read how to add staff.

Use the calendar

Tap Calendar for the month. Each day shows marks for what is on it: appointments, deliveries and money due. Tap a day to see its list, and Add to this day to put something on it. Move between months with the arrows, and tap Today to come back.

Common problems and fixes