Tasks holds what is due: Overdue, Today, This week and Later. Each has Done and Skip.
Birthdays and home anniversaries become tasks by themselves two weeks ahead, from the dates on each client's card (edit a client to add them). Add your own with + Task, or ask for one in Ask.
Setup › Reminders sets the hour your phone reminds you of today's tasks, and whether birthdays and home anniversaries become tasks. A task never sends anything to a client.