Team Tasks

Assign, track, and

complete work without excuses

Rich task cards capture everything your team needs to execute: descriptions, due dates, priority levels, assignees, subtasks, and recurring schedules. No more lost follow-ups or forgotten action items.

Task CardsAssigneesSubtasksQuick TasksRecurring TasksBulk Actions

Complete context on every card

Title, description, due date, priority, assignee, and subtasks live together so nothing gets lost between tools.

Recurring work on autopilot

Set tasks to repeat daily, weekly, or monthly. Recurring schedules handle the follow-ups your team tends to forget.

Move fast with bulk actions

Select multiple tasks and reassign, reprioritize, reschedule, or archive them in a single operation.

Task features

Every detail your team needs in one card

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

Task Cards

Rich cards with title, description, due dates, and priority levels. Open a card to see the full picture and update any field inline.

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

Assignees

Assign tasks to one or multiple team members. See who owns what and filter boards by assignee to check individual workloads.

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

Subtasks

Break large tasks into smaller steps with their own status tracking. Progress rolls up to the parent card automatically.

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

Quick Tasks

Add a task in two seconds with just a title. Fill in the details later when you have time. Perfect for capturing ideas on the fly.

Email reminder
2h before
SMS reminder
15m before
SMS reminder
5m before

Recurring Tasks

Schedule tasks to repeat daily, weekly, or on a custom cadence. Weekly reports, monthly reviews, and daily standups create themselves.

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

Bulk Actions

Select multiple tasks and apply changes in one operation. Reassign, reprioritize, move columns, or archive dozens of tasks at once.

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

Task Management

Every follow-up captured, every deadline visible

Task cards bring together everything a team member needs: what to do, when it's due, how important it is, and who's responsible. Subtasks break complex deliverables into manageable steps. Due dates and priorities make sure nothing slips through.

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

Automation Ready

Let workflows create and assign tasks for you

Connect task boards to your workflow engine and let automations handle task creation, assignment, and status updates. When a deal moves stages, a task appears on the right board, assigned to the right rep, with the right deadline. Zero manual effort.

Get work done

No more lost tasks. No more missed deadlines.

Give your team task cards that capture every detail and boards that show exactly where things stand.