Due Date Reminders
Get notified before tasks are due and again when they go overdue.
Tasks
Nothing falls through the cracks
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
Tasks that live where your work lives
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.
- Link to contacts, companies, and opportunities
- Auto-log completion to activity timeline
- Create tasks from notes, visits, or calls
Team Productivity
Assign, delegate, and track
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.
- Priority levels: Low, Normal, High, Urgent
- Team workload overview for managers
- Overdue alerts and escalation
Capabilities
Everything you need to stay on top
Priority Levels
Four priority tiers with color coding so you always tackle the most critical work first.
Calendar Integration
Tasks appear in your calendar view alongside visits and meetings.
Quick Complete
Check off tasks with one click. Add a completion note for the record.
Filter & Search
Find any task by assignee, status, priority, due date, or linked record.
Completion Analytics
Track team productivity with completion rates and average turnaround times.