Tasks
To-dos that live where the work is.
Tasks attach to the records they’re about — a lead, a job, a project, a client — with an owner and a due date. Everyone sees their own list; managers see what’s stuck.
- Owners and due dates on everything
- Attached to leads, deals, projects, and more
- Boards for teams, lists for people
- Works across every module you use
What it does
Tasks, in practice.
- My tasks
- Assignments
- Due dates
- Boards
- Attached to any record
Context built in
A task attached to a deal or a job opens straight onto it — no hunting for what “follow up” meant.
One list per person
Everyone gets their own view of what’s on them today — across every module they touch.
Boards for the team
Kanban boards show the flow of work, so bottlenecks are visible before they’re painful.
Automation-friendly
Workflows can create tasks — a new lead spawns a follow-up, a completed job spawns an invoice reminder.
Everywhere by design
Tasks are platform-wide: sales, projects, HR, support — the same to-do system serves them all.
How you get it
Tasks are part of the platform core — they come with whichever modules you buy.
How pricing works →One platform
Plays well with the rest.
Tasks shares its records with every other module you switch on — no connectors, no syncing, no re-typing.
Questions
Asked about tasks.
Do tasks cost extra?
No — tasks are part of the platform core. Whichever modules you buy, your team gets tasks with them.
Can a task be attached to any record?
Tasks attach to the records the work is about — leads, deals, clients, projects, and more — and can also stand alone.
Can workflows create tasks automatically?
Yes. Automation rules can create and assign tasks when things happen — a new lead, a status change, a completed job.
Put Tasks to work.
Tell us what your business runs. We’ll show you this module live — on its own or alongside the rest — and follow up with an itemized quote.