Tasks & Follow-up Reminders – M-Power Software Help Centre

This guide shows you how to set reminders to follow up quotes, orders, leads, purchase orders and invoices — and how to assign tasks to your colleagues.

Ever finished a quote and thought "I must chase this up on Friday"? Tasks let you set that reminder in M-Power itself. When the follow-up falls due, M-Power reminds you through the notification bell — and keeps nagging daily until you mark it done.

Requires: Notifications enabled for your M-Power site (see Notifications — your alerts in M-Power).

Available in version > 26.7

What is a task?

A task is a to-do with an optional due date. It can be:

A personal reminder — "Follow up Quote #1234 on Friday". Tasks default to you, so a reminder is just a title and a date.
A job for a colleague — assign the task to someone else and they're notified immediately.
Linked to a document — tasks created from a quote, order, lead, purchase order or invoice carry a link straight back to it. Clicking the reminder opens the document.
Standalone — a task doesn't have to be linked to anything.

Creating a follow-up reminder

You can create a task from wherever you're working:

From a quote or order

Open the quote or order.
Click Tools > Set Follow-up / Assign Task (or click the Tasks button and choose New Follow-up).
The title is pre-filled (e.g. "Follow up Quote #1234"). Adjust it if you like and add any notes.
Pick a Remind on date. Add a Time if the reminder should arrive at a specific time of day — otherwise it's treated as an end-of-day follow-up.
Leave Assign to as Me for a personal reminder, or search for a colleague to assign it to them.
Click Create Task.

You can also do this without opening the document — the quote and order lists have a row menu (the blue arrow button) with the same Set Follow-up / Assign Task option.

From a lead, purchase order or invoice

Click the Tasks button in the page toolbar, then New Follow-up. The dialog works the same way.

When logging a sales call

The sales call dialog has always let you set a Followup Date, which creates a follow-up call. There's now also a checkbox: "Also set a reminder task". Tick it and M-Power creates a matching task so the follow-up actually reminds you — assigned to whoever the call is assigned to.

From your calendar

In Me > Calendar, click Add Task. The reminder date is pre-filled with whichever day you have selected.

By email

You can create a task for yourself just by sending an email — handy when a reminder occurs to you away from M-Power, or when you want to turn an email you've received into a follow-up. Send (or forward) it to your site's tasks address:

tasks@inbound-mail.<your-site>.m-powersoftware.com.au

M-Power matches the sender to your M-Power login and creates a task assigned to you. The email subject becomes the task title and the message becomes the task notes (shown as "Email from <sender>" with a short preview). The original email is attached to the task as well, so you can open it in full — see Files on a task below.

Emailing in only ever creates a reminder for yourself — you can't assign a task to someone else by email.
The email must come from an address M-Power recognises as yours. If the sender doesn't match an active user, the message is ignored — no task is created and no reply is sent.

Ask your M-Power administrator for your site's exact tasks address if you're not sure of it.

How reminders reach you

When a task is due soon (within a day), you get a Task Due Soon notification on the bell.
Once the due time passes, you get a Task Overdue notification — and it repeats daily until the task is completed or cancelled. Overdue reminders cannot be switched off.
If you set a specific time, the reminder arrives within the hour it falls due. Date-only tasks are treated as due at end of business (5pm).
Assigning a task to a colleague notifies them immediately. You are never notified about your own actions — creating a reminder for yourself stays quiet until it falls due.

Clicking a task notification takes you to the linked document, or to My Tasks if the task isn't linked to anything.

My Tasks

Open Me > My Tasks. This is your task list:

Filter between Open, Completed and All, switch between tasks assigned to you and tasks you created, and search by title.
Overdue tasks are highlighted with a red marker.
Click Done to complete a task, or Start to show you're working on it.
Click a task title for the detail view — notes, the linked document, comments, attached files, and a full history of who did what.
Comments — anyone involved in a task can comment; the other participants are notified.

Files on a task

Tasks can carry files — a marked-up proof, a supplier PDF, a photo, or the original email a task was raised from. Open a task and go to the Files tab to see everything attached to it.

Upload a file by clicking Upload on the Files tab and dropping in (or choosing) the file.
Download or preview any attached file straight from the list.
Delete a file you no longer need.
Tasks created by email automatically have the original message attached as an .eml file, so the full email — and any attachments it carried — is always available from the task. On these tasks an Email tab also appears: click Load email to read it in place, View as PDF for a printable copy, or download the raw .eml.

Tasks on quotes, orders and other documents

Every quote, order, lead, purchase order and invoice has a Tasks button in its toolbar showing a count of open tasks. Click it to see the document's task list. Companies have the same Tasks button on their detail page.

Completed tasks stay in the list, greyed out with a strikethrough and their completion date — so a document's tasks read like a worked checklist. Use this to run a simple process per job: create the checks as tasks up front, and tick them off as you go.

Tasks on your calendar

Your open tasks appear on Me > Calendar alongside your sales calls, coloured by priority:

Drag a task to another day to change its due date.
Click a task for a quick view with a Mark Done button.
Toggle Completed in the calendar header to also show finished tasks, greyed out. M-Power remembers your choice.
Tasks with a specific due time appear at that time in the Week and Day views.

Tasks on your phone

Tasks come with you on the M-Power mobile site. Open the mobile menu and tap Tasks to see My Tasks — the tasks assigned to you.

Switch between Open, Closed and All with the filter pills at the top of the list.
Each task shows its status, priority, the linked document (e.g. Quote #1234) and its due date. Overdue tasks are marked in red.
Tap a task to open it. From the detail screen you can update it — Done, Start, Reopen, Block or Cancel — add a comment, view or upload files, and read the full history.

Assigning and reassigning

Assign a task to a colleague when creating it, or reassign later from the task detail. Both the old and new owner are notified.
When someone completes a task you assigned, you're notified.
Priorities (Low / Normal / High / Critical) colour the task on lists and the calendar — useful for triage, but they don't change when reminders fire.

Common questions

Do I need to do anything to get reminders?
No — reminders arrive on the notification bell automatically. Check your notification preferences if you want to adjust which task alerts you receive (overdue alerts always come through).

Can I set a reminder for someone else?
Yes — that's just a task assigned to them with a due date. (Emailing a task in only ever creates a reminder for yourself.)

Can I turn an email into a task?
Yes — forward it to your site's tasks address and M-Power creates a task for you with the email attached. See By email.

What happens if I don't complete a task?
It goes overdue and reminds the assignee daily until it's completed or cancelled.

Can I delete a task?
Tasks are cancelled rather than deleted, so the history stays on the document.