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How to sync tasks as all-day activities in Redtail
How to sync tasks as all-day activities in Redtail

A guide for changing the default task settings in Jump

Rachel Armstrong avatar
Written by Rachel Armstrong
Updated over a month ago

You may notice that tasks synced to Redtail, by default, will appear on your Redtail calendar as discrete events, rather than the all-day activities available at the top of a day on the calendar.

To change those tasks to be all-day automatically, do the following:

Go to User settings, then to the Automations tab.

Scroll down to the Do this... section and click on the three dots next to the "Generate Follow-Up Tasks" action.

Select Edit.

In the bottom of the pop-up window that appears for that automation, select "Add field."

In the new field box, click on AI-generated using template and change to Variable.

To fill out the sections of the new field:

  • For the Type field, select "Activity."

  • For the Name field, select "All day."

  • For the Value field, select "Meeting date," "Meeting date and time," or "Today."

Then click the green Save and close button.

Now your tasks as all-day activities!

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