Client reminders.
The few things everyone must know before reaching out — shown whenever anyone opens that client.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
CRM › Companies
Halcyon Labs
Halcyon Labs
RetainerRetainer
$4,800 / mo
Hours
11 of 12h this week
Next call
Today 1:00
Open tasks
9
Late
2
Contacts
4
every teammate sees these before reaching out — the client never does
How it works.
Write it once
On the company page: "goes by Mike, not Michael", "no calls before 10".
It follows the client
The bar appears on their company page, tasks, emails and meetings.
Dismiss, don't forget
Red ones come back tomorrow; a chip keeps them one click away.
What you get
- Red = must know, yellow = good to know, green = handy
- About a company, a contact or a task — or a bar across every page for the whole team
- For everyone or chosen people, with start and end dates if you want
- Never shown to the client
More in running the work.
All features →Tasks
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
Planner
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.