Tasks & projects
Tasks that know which deal they belong to.
Projects with your own statuses, list or board view. Every task can point to a lead, a client or a talent.
Free plan. No card. Docs and tasks included.
A task board for an onboarding project with three columns: To do, In progress and Done. Cards link to prospects, with a due date and an owner.
Run client work next to the pipeline.
Statuses, priorities, subtasks, comments. And the link to the card the work is for.
01
Projects with your statuses
To do, In progress, Done, or your own. List or board view, a field chooser, priorities, tags and attachments.
02
Linked to the lead or the client
Relate a task to a prospect, a client, a talent or a company. Open the card from the task, or the tasks from the card.
03
Comments, mentions and notifications
Subtasks, comments with mentions, and a notification when a task lands on your plate. Tasks due today show on your home page.
Reps are overwhelmed by tools. Tasks should not be another one.
66%
of sales reps are overwhelmed by the number of tools they use.
Source: Salesforce, State of Sales (5th edition)Questions about tasks
Put the to-do next to the deal.
Create your first project in a minute. Link the first task to a client.
Free plan · No credit card