Task Management
A task management system that connects to your calendar, projects, and CRM so every follow-up, deadline, and action item is tracked in one place.
Key Benefits
How Task Management helps you work smarter
Cross-Module Tasks
Create tasks from CRM deals, email threads, or project milestones. Each task links back to its source so you always have context.
Priority and Status Tracking
Assign priority levels and track task status from open through in-progress to complete, with filters to focus on what matters most.
Calendar Integration
Tasks with due dates appear on your calendar and dashboard, so deadlines are visible alongside meetings and events.
Team Assignment
Assign tasks to team members with due dates and notes, then track completion across your organization.
Full Capabilities
Everything included with Task Management
Task Management Questions
Common questions about Task Management
Yes. From the SmartMail inbox, you can convert an email into a task with one click. The task retains a link back to the original email thread for context.
Explore More Features
Task Management works seamlessly with these features
Ready to Get Started?
Try Task Management and all other features with a free trial.