Tasks & Reminders
A thing owed, by a named person, by a date. What separates it from a note is the prompt: at the hour you set it leaves the product as mail and as a notice inside it, rather than sitting there waiting to be spotted.
What is due on this account next
4 open- 15 minutes beforeinapppush
- 1 hour beforeemail
- 1 day beforeemail10 minutes beforeinapp
Product figures from the platform’s own defaults - not customer averages
How it works.
One owner, and everybody else
Exactly one person is answerable, and other people attach beside them as invitees. Blurring those two is how a shared follow-up becomes nobody's, so the model keeps them apart.
It comes and finds you, unless it is done
Setting one queues work to run at that moment, which then sends mail and writes a notice inside the product. If the thing has already been finished or abandoned by the time it comes round, the prompt is dropped rather than sent.
Finishing it records how
A call closes on answered, no answer, voicemail, busy or wrong number. A meeting closes on completed, no-show, rescheduled or canceled. Each keeps notes and the moment the outcome was entered.
Raised without being written
A call step inside a sequence opens one against the lead, taking the owner from the lead when the step does not name one. It arrives without a due date, and nobody answerable means no task at all.
One moment in every record.
Every record passes through the same seven. Tasks & Reminders is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it toward a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
8 facts- Kinds
- Task, call, meeting, mail, note and lunch, each with the fields it needs
- Answerability
- One assignee, plus invitees. States are to do, in progress, completed, canceled
- Urgency
- Low, medium, high or urgent
- Attaches to
- A lead and a deal, independently, on the same task
- Prompts
- Mail, an in-product notice and a push, all three off the one scheduled job
- Timing
- A delayed job, dropped if the work is already closed when it comes due
- Discussion
- Comments on the task itself, to five thousand characters, with mentions
- Repeats
- A recurrence rule sits on the task and the next one is cut as each is closed
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
More in Leads & Sales CRM
12 capabilitiesThe system of record the phone writes to directly - nothing to sync.
Each stage carries its own odds, so where a deal sits is already most of a forecast. Unlimited pipelines, seven seeded, every stage change written down.
Name the stages your floor actually argues about, color them and rate them hot, warm or cold. Six fixed categories keep last quarter comparable with this one.
The same source can never arrive spelled three ways. Ten come seeded and sealed, yours sit beside them, and renaming one carries every lead holding it.
The thing your business tracks that no CRM ships with. Eleven types on leads, deals, products and vendors, no migration to schedule and nobody to wait on.
Some of what you collect is not for everyone on the floor. Close a whole section once per profile instead of opening and shutting a hundred fields one by one.
Hand a list to a CRM role rather than a person and the question outlives whoever first asked it. A new hire opens the board instead of rebuilding it daily.
Ask the same question tomorrow and the list narrows the same way, because the server settles it. Eighteen operators, fitted to the kind of field they sit on.
Tick the rows and act on them now. A mixed selection never fails whole: the records you may not touch are skipped and counted, and the rest all go through.
Map the columns once and walk away. A file of any size is read a piece at a time, a failed row never stops the run, and a restart carries on where it stopped.
The same person landing on your list twice is what this stops. Checked on the email, then the phone, as the record is written, with no score to argue over.
The rep two desks over cannot open the book you are working, and one BPO client never sees the next. Sixteen permissions, sharing rules across branches.
A number, a window, and somebody standing against it. Attainment is worked out from won deals and logged work as you open it, so nothing sits going stale.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See tasks & reminders on your own floor.
Thirty minutes, your numbers and your data. We will set tasks & reminders up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included