What teams do here
- Boards and lists
- Owners and due dates
- Priorities
- Recurring work
Module · Task Management
Task Management inside one operating platform
Assign work across teams without leaving the operating platform. Tasks are not a separate app. They sit on projects, clients, invoices, and automations so nothing is orphaned.
In this module
Built to share data with every other module
How it connects
- Break work from a project
- Assign owners
- Close the loop in reports
Keep exploring the ecosystem
Other modules in the same workspace
CRM
Customers, contacts, and account history live in the same workspace as sales and delivery.
Sales
Pipeline, opportunities, and forecasts sit beside CRM, proposals, and projects.
Project Management
Plan delivery against the clients and contracts you already sold.
Time Tracking
Capture billable time that flows into invoices automatically.
Estimates
Scope work and convert approved estimates into projects and invoices.
Proposals
Send branded proposals connected to CRM and sales records.
One workspace
See Task Management with the rest of your business
Task Management is a connected module — not a standalone app — so records stay shared across CRM, delivery, and finance.