Your workspace: tasks, reminders, notes & contacts

Your workspace holds the working details of your day — the things to do, the nudges you need, the context worth remembering, and the people you work with. Tasks, reminders, notes, and contacts all live here, and the best part is that you rarely have to open a form. Tell the assistant what you need in plain language and it captures the details, keeps them organized, and — because it can take real action across your connected tools — can work through them for you.

Managing tasks

Tasks are your workspace to-do list. Anything you or the assistant needs to remember to do lives here, so nothing slips through the cracks. You never have to fill out a form: just say what needs doing, and the assistant creates the task, sets a due date, and can even mark it done when the work is finished.

Create a task

There are two ways to add one:

• Ask the assistant. Say something like "Add a task to send the Q3 report to Priya by Friday." The assistant captures the title, due date, and any notes, then confirms it back to you.
• Add it yourself. Open the Tasks area in your workspace and add a task directly — a title, an optional due date, and any details you want to keep with it.

Organize and prioritize

Give tasks due dates so the ones that matter rise to the top. You can ask the assistant to reprioritize on the fly — "move everything due today to tomorrow" or "what's on my plate this week?" — and it will read your list and answer.

Complete a task

Check a task off when it's done, or ask the assistant to close it for you: "mark the report task complete." If the assistant actually did the work — like sending an email through a connected tool — it can complete the related task in the same step.

Let the assistant work your list

Because the assistant can take real action across your connected tools, your task list is something it can act on, not just store. Ask it to "draft replies for every task that mentions a follow-up email," and it will work through the list and bring the results back to you.

Tasks live in your Praxivara workspace. To keep them aligned with an outside tool like a shared task app, connect it under Integrations and ask the assistant to keep the two in sync.

Setting reminders

Reminders make sure the right thing reaches you at the right time — a quick one-off, a daily habit, or a heads-up before a deadline. Tell the assistant when you want to be nudged and it handles the rest.

Set a reminder

The simplest way is to just ask. Say "remind me to call the supplier at 3pm" or "remind me every Monday morning to review the pipeline," and the assistant sets it up and confirms the time back to you. Include the message and the timing in plain language — relative times work too, like "in two hours," "tomorrow at 9," or "next Friday." Ask for a single nudge or a repeating one, and the assistant sets the cadence.

Reach you wherever you are

When the time comes, Praxivara pings you. Because it works across channels, a reminder isn't stuck in one app: if you talk to the assistant over SMS, iMessage, WhatsApp, Telegram, or voice, your nudge can come through the same way.

Change or cancel

Plans shift. Just tell the assistant "push my 3pm reminder to 5pm" or "cancel the Monday review reminder," and it updates or removes it.

Keeping notes

Notes give you a simple, searchable place to keep ideas, reference details, and anything you want Praxivara to remember. Unlike a plain notebook, your notes are something the assistant can read, extend, and act on.

Capture a note

Add a note yourself in the Notes area, or just tell the assistant: "note that the client prefers invoices on the 1st" or "save these bullet points as a note." It writes the note and keeps it with your workspace data.

Find what you saved

Ask the assistant to pull up anything you've stored — "what did I note about the client's invoicing?" — and it searches your notes and answers directly. No scrolling required.

Turn notes into action

Because the assistant takes real action across your connected tools, your notes become raw material for work. Ask it to "turn my meeting note into a follow-up email" or "pull the action items out of this note and add them as tasks," and it does the work for you.

Notes vs. personalization

Use notes for specific reference material you'll come back to. If instead you want to shape how the assistant behaves for you every time — your nickname, background about you, or standing custom instructions — use personalization. Notes are content; personalization is preferences. Notes live in your workspace and are private to it; share them with a teammate by inviting them to your workspace.

Contacts (sync vs. add)

Contacts keep the people you work with close at hand, so the assistant can email the right person, look up a phone number, or pull context about someone without you spelling out the details every time. You have two ways to build your list — sync from a connected tool, or add contacts by hand — and most people use a mix of both.

Sync from a connected tool

Syncing is the fastest way to get your whole address book in without retyping anyone.

Add a contact by hand

For people who aren't in a synced source, add them directly — or just tell the assistant, "save Priya Nair, [email protected], as a contact," and it creates the record for you.

How the assistant uses contacts

Once someone's in your contacts, you can refer to them by name. Say "email Priya the proposal" and the assistant resolves the name to the right address and drafts the message, saving you from copying details around. If two contacts share a name, the assistant asks you which one you mean rather than guessing. And because contacts live in your workspace, the assistant can reference the same people whether you chat from the web or a phone channel.

Frequently asked

Will adding a contact in Praxivara change my synced address book? No. Contacts you add by hand live in your Praxivara workspace. Syncing brings your existing contacts in; if you want changes kept aligned between the two, ask the assistant to do it.

Can I use contacts across channels? Yes. Whether you chat from the web or a phone channel, the assistant references the same contacts.

Next steps