I've been working for several days trying to learn the tasks and reminders feature. And I've come to a few realizations. One, is that it's not user friendly at all. After watching the tutorial and getting help from chat 6 different times, I have an ok understanding. The other is that, there is no due diligence "event". In North Carolina, we have due diligence date in the contract and I can't set up tasks or reminders in relation to that event bc it's not an option.
My suggestion is that the tasks and reminders feature has more flexibility so you can create your own event and also create and reminder or a task that isn't in relation to any event in the slope.
As this feature stands right now, it is very limited. And that makes it impossible to use effectively for all tasks and reminders.
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