What you’ll see
Your goal
Understand how to turn the next action into a human-owned task with context and a due date. This orientation reads existing screens and leaves every task, note, and booking unchanged.
What you need
Use the Demo Account with access to tasks and an existing synthetic lead. A phone number, email sender, or SMS registration is not required for human reminders. Communication setup matters only when the later task actually involves contacting someone.
Read-only milestones
- Review the queue. Choose Task in the header. The captured Today filter had an empty result. Explain that this means no tasks matched that filter; it does not prove there are no tasks anywhere or that any task was completed.
- Look at the lead's context. Open the training lead's Notes, then Tasks. Identify the active-task filter, sort order, and Show Closed. The observed lead showed No tasks found.
- Read the creation form. Open the Add New Task form through the available add-task entry. Locate Task Title, Task Type, Priority, Assigned to, Stage / Status, and Advanced Options. Current source exposes due-date and repeat controls in Details; the captured Preview differs, and scheduling was not exercised. The form was viewed, not submitted.
- Understand assignment. A person is a human owner; AI assignment can cause execution rather than just a reminder. Quick-start presets can fill fields, so do not select one during this no-write exercise. Close the form unchanged.
- Separate tasks from meetings. Open Calendar. The real calendar view was empty; the explicitly labeled Sample meetings view contains built-in fictional examples. Use it to understand the calendar layout, not as proof of a booking or invitation. See Calendar.
Your useful outcome now
You can explain where to find due work, how to identify its lead context, which fields define a human follow-up, and why a sample calendar event is not a real meeting. A possible later task title is “Review Example Workshop requirements”; Example Workshop is a fictional writing example, not a new Demo record.
Later operational exercise — not performed
For later
With permission for training writes, create one human task using Add Task, reopen it, and check title, assignee, due date, and linked lead. After actually doing the action, save the result as a note and use Mark as completed. Recurring tasks can create another occurrence on completion; start with Does not repeat. Tasks describes the operating workflow, and Campaign Goals explains planning targets rather than individual reminders.
If something is missing
Troubleshooting
Check filters, assignment, workspace, and closed-task visibility first. The reviewed source places Due Date and Repeats in Details; the captured Preview form differs. Check the current form rather than assuming a hidden scheduling panel. In a later write session, reopen a task after an uncertain save before duplicating it. A saved assignment would still not prove that a notification or email reached the assignee.
Continue with E — Teams or F — Ongoing outreach.