Assign, prioritize, and track every follow-up, deliverable, and to-do across your entire team. Tasks are linked to contacts, deals, and companies so you always have context.
Connected Tasks
Every task links to a contact, company, or deal. When you open a deal, you see its tasks. When you complete a task, the activity logs automatically to the related record.
Team Productivity
Assign tasks to any team member, set priorities and due dates, and see at a glance who's overloaded and who has capacity. Managers get a bird's-eye view of team workload.
Capabilities
Get notified before tasks are due and again when they go overdue.
Four priority tiers with color coding so you always tackle the most critical work first.
Tasks appear in your calendar view alongside visits and meetings.
Check off tasks with one click. Add a completion note for the record.
Find any task by assignee, status, priority, due date, or linked record.
Track team productivity with completion rates and average turnaround times.