A focused working day
Review today’s priorities, overdue work and upcoming tasks. Keep your own actions visible alongside the workspace context.
Tasks & follow-ups
A conversation needs
a clear next step.
Keep promises from getting lost between calls, notes and inboxes. Give follow-up work an owner, a due date and a connection to the client or deal behind it.
Inside the workflow
Useful details. Connected work.
Responsibility your team can see
Assign tasks to teammates and review personal, team and unassigned work. Make the next action clear at handoff.
Repeat work without starting over
Use recurring tasks for regular check-ins and routines. Completing a recurring task advances its next due date.
A practical example
A client asks you to check back
Create a linked task, assign the teammate responsible and set a due date. Review it in daily priorities, complete it after the conversation and record the next action.
Questions about tasks & follow-ups
Can I link a task to a deal?
Yes. Tasks can connect follow-up work to clients and sales opportunities so the action stays with its context.
What recurring schedules are available?
Daily, weekly and monthly recurrence are supported. Completion advances the same task to its next future due date; it does not create a separate historical task for each occurrence.
Do follow-up tasks send emails automatically?
No. Tasks and recurring work organize responsibility and timing. They are not automatic outbound email delivery.
Can rules create tasks for my team?
Automation rules support triggers such as deal stage changes and follow-up dates, with task and in-app notification actions. Availability of email-related triggers depends on mailbox integration setup.