Task Boards

From Idea to Done

Task Management for Teams

Organize projects, assign responsibilities, and track progress with Kanban boards that keep every team member aligned. Drag tasks between columns, set due dates, and never let work fall through the cracks.

SpacesBoardsColumnsSubtasksQuick TasksRecurring TasksReal-Time UpdatesTemplates

Visual project tracking

Drag-and-drop Kanban columns make it obvious what's in progress, what's blocked, and what's done at a single glance.

Built for sales teams

Link tasks to contacts and deals so follow-ups, proposals, and onboarding steps stay connected to the revenue they drive.

Real-time collaboration

Changes sync instantly across the team. Reassign a task and the new owner sees it immediately without refreshing.

Board features

Everything your team needs to stay organized

Team Tasks
Follow up with Acme Corp
Today
AK
Prepare quarterly deck
Tomorrow
SM
Update CRM records
Jun 12
DR

Spaces & Boards

Group related boards into spaces for different teams, projects, or departments. Keep marketing, sales, and ops separate but accessible.

Kanban Board
To Do
Research leads
Draft proposal
In Progress
Client call prep
Done
Send contract
Update CRM

Drag-and-Drop Kanban

Move tasks between columns with a simple drag. Reorder priorities, change statuses, and reorganize your pipeline in seconds.

Sales Pipeline
Lead
12 deals
$5K
$8K
$3K
Qualified
8 deals
$15K
$12K
Proposal
5 deals
$25K
Won
3 deals
$40K

Task Cards

Rich task cards with titles, descriptions, due dates, priority levels, assignees, and custom fields for complete context.

CRM Sync
Live
Call logged
Maria Chen
Just now
Note added
James Wilson
2m ago
Recording saved
Lisa Park
5m ago

Subtasks

Break complex work into smaller steps. Track subtask completion and roll up progress to the parent task automatically.

Lead Nurture Flow
T
New Lead
trigger
A
Send Welcome Email
action
W
Wait 2 Days
delay
?
Check: Opened Email?
condition
A
Assign to Sales Rep
action

Real-Time Updates

Every change syncs instantly across the team. See task movements, new comments, and status changes as they happen.

Sales Performance
+23% this week
Mon
Tue
Wed
Thu
Fri
Sat
Sun

Templates

Save board configurations as templates and spin up new projects with pre-built columns, tasks, and assignments in one click.

Kanban Board
To Do
Research leads
Draft proposal
In Progress
Client call prep
Done
Send contract
Update CRM

Boards & Spaces

Organize every project in its own space

Spaces act as containers for related boards, giving each team or department a dedicated workspace. Create a space for sales onboarding, another for marketing campaigns, and keep everything organized without clutter. Board templates let you replicate your best setups instantly.

Learn more about Boards & Spaces
Team Tasks
Follow up with Acme Corp
Today
AK
Prepare quarterly deck
Tomorrow
SM
Update CRM records
Jun 12
DR

Team Tasks

Assign, track, and complete work without missing a step

Rich task cards capture everything your team needs: descriptions, due dates, priority levels, assignees, subtasks, and recurring schedules. Quick-add tasks from anywhere, bulk-update in batches, and let automation handle the repetitive assignment work.

Learn more about Team Tasks

Get things done

Stop tracking work in spreadsheets.

Move every project from idea to done with visual boards that keep your entire team aligned and accountable.