Run your operations, team, and projects in one system
Manage tasks, assign work, track projects, and automate execution — all connected to your CRM, pipelines, and workflows so nothing falls through the cracks.
Turn your business into a system that runs
Tasks aren’t just to-do items — they’re fully connected to your CRM, pipelines, and automation, so your entire team knows exactly what to do and when.
Centralized task management
All tasks in one place across your entire business.
Fully connected
Link tasks to contacts, deals, and projects.
Automation-powered
Tasks can be created and triggered automatically.
Team accountability
Everyone knows what they’re responsible for.
Manage everything from one system
Tasks can be tied to people, deals, or internal operations — giving you full flexibility across your business.
Contact tasks
Follow-ups, outreach, and communication.
Opportunity tasks
Tasks tied to deals and pipeline stages.
Internal tasks
Team operations and admin work.
Multi-linked tasks
Connect one task to multiple records.
Everything you need to execute clearly
Every task includes clear instructions, ownership, deadlines, and context — so nothing is unclear or missed.
Assigned owner
Each task has a responsible team member.
Due date & time
Stay on track with clear deadlines.
Description & notes
Add context and instructions for clarity.
Status tracking
Mark tasks as pending or completed.
See everything in one place
The Tasks List Page gives you a full overview of every task across your account — making it easy to manage daily operations.
All tasks view
See everything across your business.
Filter by user
View tasks by team member.
Overdue tracking
Quickly spot what needs attention.
Prioritize work
Sort by due date and urgency.
Automate repeating work
Set tasks to repeat automatically — so you never have to recreate routine work again.
Flexible schedules
Hourly, daily, weekly, monthly, or yearly.
Never miss recurring work
Tasks regenerate automatically.
Custom end conditions
Control how long tasks repeat.
Stay consistent
Maintain routines across your business.
Tasks created automatically when things happen
Tasks can be generated instantly based on actions — so your team always knows what to do next without manual setup.
Form submissions
Create follow-up tasks automatically.
Appointments booked
Assign prep and reminder tasks.
Pipeline stage changes
Create stage-specific task lists.
Payments received
Trigger onboarding or delivery tasks.
Blend automation with human touch
Some moments require a real person — manual actions ensure your team steps in at the right time.
Manual call tasks
Queue up calls for your team.
Manual SMS
Send personalized messages when needed.
Task queues
Manage all outreach in one place.
Outcome tracking
Route next steps based on results.
Turn pipelines into project boards
Use pipelines as project management systems — tracking progress, deliverables, and timelines visually.
Projects as deals
Each project is tracked as an opportunity.
Stages as phases
Track progress from kickoff to completion.
Tasks as deliverables
Break projects into actionable steps.
Automation built-in
Move projects forward automatically.
Keep your entire team aligned
Assign tasks, track progress, and give visibility to everyone involved — without confusion or overlap.
Assign tasks
Distribute work across your team.
Shared visibility
Everyone sees what’s happening.
Daily execution tracking
Know what’s due today instantly.
Accountability
Nothing gets missed or forgotten.
From task to execution to completion — fully managed
A task is created, assigned, completed, and triggers the next step — keeping your entire business moving forward automatically.
Create
Tasks are generated manually or automatically.
Execute
Your team completes assigned tasks on time.
Automate & scale
Completion triggers the next step in your system.