Builder & Pro
Tasks & Reminders
Never miss a follow-up. Track to-dos, set reminders, and stay on top of everything that needs doing.
What it does
Tasks keep you organized. Create to-dos linked to contacts, deals, or anything else in your CRM. Set due dates, priorities, and reminders so nothing falls through the cracks.
View tasks by due date, by contact, or by project. Check them off as you go, and let reminders nudge you before deadlines.
Today's Tasks
3 of 5 doneFollow up with Sarah about proposal
Send contract to Mike
Prepare demo for tomorrow
highReview project requirements
mediumUpdate client notes
UI examples shown are illustrative only and may not reflect the exact appearance of the live application.
Your choice of complexity
Use it simply, or unlock advanced features. No pressure either way.
Keep it simple
How simple it can be
Basic task list with checkboxes
Due dates and priorities
Link tasks to contacts
Today view of what's due
Go advanced
How advanced it can be
Recurring tasks
Task templates for common workflows
Automated task creation from triggers
Team task assignment
Task analytics and completion tracking
Who would use this
Anyone with follow-ups to track
Sales reps with prospect actions
Account managers with client deliverables
Project coordinators with milestones
Anyone who uses to-do lists
Ready to try it?
Start for free and explore this capability in your own workspace.