> ## Documentation Index
> Fetch the complete documentation index at: https://docs.taskezy.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Productivity

> Your morning brief, to-dos, reminders and follow-ups, notes, and a document shelf that reminds you before a licence or policy expires.

Productivity is the part of Taskezy that keeps you on top of your own day. In the app it's under **Productivity**: **Hub**, **Tasks**, **Reminders**, **Notes** and **Files**. Everyone on your team has their own — including people with the **Member** role, who only use WhatsApp.

## Hub

**Productivity → Hub** is what needs you today, in one place: your tasks, reminders, notes and documents that are about to expire.

## Tasks

**Productivity → Tasks** holds your to-dos, on lists you name. Lists are private to you.

* Anything you capture over WhatsApp — *"to-do: order more cable"* — lands in your **Inbox**. File it onto a list with one click, or ask Tia to.
* Tick things off in the app, or tell Tia *"done with the cable order"*.
* Delete a list and its tasks go back to your Inbox.

## Reminders and follow-ups

**Productivity → Reminders** lists them under **All**, **Reminders** and **Follow-ups**.

* A **reminder** is a nudge Tia sends you on WhatsApp at the time you choose. Set one in the app, or tell Tia — *"remind me to call Khalid tomorrow at 10"*. Make it repeat daily, weekly, monthly or yearly: *"remind me to send the VAT figures on the 1st of every month"*.
* A **follow-up** is a reminder about a lead or a project, and it shows on that deal's timeline. It goes to the lead's owner, or to someone you name — *"follow up on the Carpenco quote Monday, give it to Sami"*. They see who it's from. See [Lead owners and follow-ups](/sales#lead-owners-and-follow-ups).

Mark one done, or snooze it — *"push the Carpenco follow-up to Wednesday 9am"*.

## Notes

**Productivity → Notes** keeps notes that are private to you. Tag them, and link them to a lead or project so they show on its timeline. Tell Tia *"note that the Marina client prefers morning visits"*, or send her a voice note after a meeting — *"summarise this meeting"* — and she writes it up and turns the action points into to-dos.

## Documents

**Productivity → Files** is your document shelf: trade licences, Emirates IDs, insurance policies, tenancy contracts, brochures — anything you need to find again.

* **Add document** — PDF, Word, Excel, an image or a text file, up to 10 MB each. Or send it to Tia on WhatsApp and ask her to file it.
* **Find it later** — ask Tia *"send me the trade licence"* and she sends it back to you on WhatsApp.
* **Share or keep private** — documents are private to you unless you share them with your workspace.

### Documents that expire

Give a document an expiry date with **Set expiry** — or use **Track an expiry** to track a date before you have the document. You're reminded **30 days** and **7 days** before it expires, and once renewed, the date moves on a year. Ask Tia to change the warning days if you need more notice.

Filter **Files** by **Expiring** to see what runs out in the next 30 days. A document you give Tia with an expiry date is shared with your workspace by default, so a licence renewal doesn't depend on one person.

Your plan sets how much you can store: 250 MB on Starter, 1 GB on Growth and 3 GB on Max. **Files** shows how much you've used.

## The morning brief

Each morning, Tia sends you a short brief on WhatsApp about what needs attention. It comes in up to four parts, and each person gets the parts their [roles](/whatsapp-setup#roles) cover:

| Part | What's in it | Goes to anyone who can see |
| - | - | - |
| 📔 **Schedule** | Today's jobs, blocked projects, jobs with no crew, and double-bookings | Operations |
| 📈 **Sales** | New enquiries, quotes waiting for an answer, leads gone quiet, and quiet leads nobody owns | Sales |
| 💰 **Finance** | Invoices more than 30 days overdue, bills due this week, payments received yesterday, and your cash | Finances (Owner, Finance) |
| ✅ **Today** | Your reminders due today, overdue follow-ups, and open to-dos | Their own tasks — everyone |

It's short on a normal day and pointed when something needs you. On a quiet day, there's no brief at all.

Switch it on or off, and set the **Send time**, in **Settings → Notifications**. It goes out at 8:00 in your timezone unless you change it, and only to people with a verified WhatsApp number.

## What's next

* [How Tia works](/how-tia-works) — what you can send her.
* [Sales](/sales#lead-owners-and-follow-ups) — lead owners and follow-ups.
* [Team, roles and WhatsApp](/whatsapp-setup) — who gets which parts of the brief.