Tasks
Shared and personal task lists for everything that is not a job, with assignees, tags, comments and repeating tasks.
What It Does
Create lists for the things that need doing but are not work orders: onboarding a client, monthly checks, office chores. Add tasks inline, then open any task to set assignees, tags and a recurrence such as weekly, and have the conversation in comments on the task.
Everyone also has a personal to-do list that only they can see.
- Shared lists and a personal to-do list
- Assignees, tags and comments
- Repeating tasks
- Quick add straight into a list
What It Solves
Follow-ups kept in notebooks and group chats get dropped. Tasks give the team one place for the smaller things, with an owner and a due date on each.
Works Hand in Hand With
Messaging
Direct and group conversations across the office and the field, on the web and in the mobile app.
Rules & Automations
Choose a trigger, add conditions and have the platform tag, notify and update for you, with a safe test and a run history.
Team & Permissions
Invite people by email, hand out the app, and set what each person can view, edit or manage in every area.
Try Tasks With Your Own Team.
Start a free trial, or tell us what you need and we'll show you around.