Tasks & Reminders
Every Follow-Up Has an Owner. And a Reminder That Finds Them.CRM task management with one owner per task and reminders that arrive on time.
Give every follow-up one owner, a due time and an urgency. At the hour you set, the reminder goes out by email, in the app and as a push, unless the task is already done. Close a call or meeting with its outcome, and recurring tasks set up the next one for you.
- One owner per task
- Email, in-app and push reminders
- Included on every plan
How it works
- Create a taskA call, meeting, email or to-do, with an owner
- Set the timePick the hour and the urgency
- The reminder goes outEmail, in-app notice and push
- Close it with an outcomeAnswered, no answer, no-show and more
No More “I Thought You Were Calling Them.”
Every task has exactly one owner. Others can be invited, but it’s always clear whose job it is.
At the time you set, the reminder arrives by email, in the app and as a push notification.
If the task is already done or canceled when it comes due, the reminder is dropped instead of sent.
Calls close as answered, no answer, voicemail, busy or wrong number; meetings as completed, no-show, rescheduled or canceled.
Tasks and Reminders in Three Steps.
Create the Task
Pick the kind, attach it to a lead, a deal or both, and choose one owner and any invitees.
Set When and How Urgent
Choose the due time and an urgency from low to urgent. Add a repeat rule if it recurs.
Get Reminded, Then Close It
The reminder arrives at the time you set. Close the task with its outcome and notes.
What Is CRM Task Management, and Why One Owner?
CRM task management keeps track of what your team owes and to whom: a call back, a meeting, an email, each with an owner and a due time, on the lead or deal it belongs to. In Adoptiv the difference between a task and a note is the reminder: at the hour you set, it comes and finds the person.
Every task has exactly one owner, and others can be added as invitees, which is how you assign tasks to team members without a shared follow-up becoming nobody’s. Tasks have a status, from to do to completed or canceled, an urgency from low to urgent, and can attach to a lead and a deal at once.
Task reminder notifications go out by email, as an in-app notice and as a push, all from one scheduled reminder. If the work is already finished or canceled when it comes due, the reminder is dropped. Recurring tasks carry a repeat rule, and the next one is created as each is closed. Comments on a task take mentions, so questions stay with the work.
Call tasks close on answered, no answer, voicemail, busy or wrong number, and meetings on completed, no-show, rescheduled or canceled. A call step in a follow-up sequence opens a task for the lead’s owner, and SIYA suggests callbacks and follow-ups that a person accepts or rejects. Finished work shows on the timeline.
Sales Task Management with the Reminder Built In.
Task, call, meeting, email, note and lunch, each with the fields it needs.
Clear ownership, with room to bring other people in.
By email, in the app and as a push notification, at the time you set.
Low, medium, high or urgent, so the right work comes first.
A repeat rule creates the next task as each one is closed.
Close calls and meetings with what actually happened, plus notes.
Discuss the task on the task, up to 5,000 characters a comment.
For Teams That Win on the Follow-Up.
CRM Tasks vs Sticky Notes and Memory.
| What | Notes, calendars and memory | With Adoptiv |
|---|---|---|
| Who owns the follow-up | Notes, calendars and memory: Whoever remembers | With Adoptiv: Exactly one owner, plus invitees |
| Being reminded | Notes, calendars and memory: Check a list and hope | With Adoptiv: Email, in-app and push at the time you set |
| Finished work | Notes, calendars and memory: Still nags you | With Adoptiv: The reminder is dropped once it’s closed |
| Repeating tasks | Notes, calendars and memory: Re-created by hand | With Adoptiv: The next one is created as each is closed |
| What happened | Notes, calendars and memory: A tick, at best | With Adoptiv: An outcome and notes on every call and meeting |
Tasks & Reminders Questions, Answered.
What is CRM task management?
Keeping track of the follow-ups your team owes, such as calls, meetings and emails, on the records they belong to, each with an owner, a due time and a reminder.
How do task reminders work?
When you set a task, a reminder is scheduled for that moment. It arrives by email, as an in-app notice and as a push notification, and it is skipped if the task is already finished.
Can I create recurring tasks?
Yes. Add a repeat rule and the next task is created each time you close one.
Can a task have more than one person on it?
One person owns it, and others can be added as invitees. Keeping the two apart is what stops a shared follow-up becoming nobody’s.
What kinds of tasks are there?
Six: task, call, meeting, email, note and lunch, each with the fields it needs.
Can I attach a task to a deal?
Yes. A task can attach to a lead and a deal at the same time.
Do sequences create call tasks?
Yes. A call step in a sequence creates a call task on the lead, owned by the lead’s owner unless the step names someone. It arrives without a due date.
How do I assign tasks to team members?
Pick one owner when you create the task, and add anyone else as an invitee. The owner is the one answerable for it.
Can AI suggest follow-ups?
Yes. SIYA, Adoptiv’s AI, puts suggested callbacks, meetings and follow-ups in the feed as AI Actions. A person accepts or rejects each one; nothing changes in the CRM by itself.
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