Task Management Software
Assign, prioritise and track every piece of work in one place — with tasks tied to the customers and deals they move forward.
Overview
Task management keeps team work organised: create tasks, assign owners, set due dates and priorities, and track them to done. Tasks can stand alone or attach to a lead, deal, ticket or account so work always has context.
Reminders and overdue alerts mean nothing is forgotten, and managers see workload across the team at a glance. Because tasks live on the same platform as sales and support, a follow-up created after a call sits right on the customer record.
Explore Customer Relationship Management →- ✓ Assign tasks with owners and due dates
- ✓ Priorities and status tracking
- ✓ Tasks linked to records
- ✓ Reminders and overdue alerts
- ✓ Team workload visibility
- ✓ Recurring and templated tasks
Everything Task Management gives you
Task assignment
Create tasks, assign owners and set due dates and priorities in seconds.
Linked to records
Attach tasks to leads, deals, tickets or accounts for full context.
Reminders
Automatic reminders and overdue alerts help keep work on schedule.
Team workload
Managers see who is working on what and balance the load.
Recurring tasks
Set repeating and templated tasks for routine, predictable work.
Progress tracking
Track completion and overdue rates across people and teams.
How the agent works with Task Management
The Flow-Cognition Agent runs a real loop on your Task Management data — grounded in your records, governed and logged.
Sense
Reads open tasks, due dates and owner workload.
Decide
Decides which tasks are at risk or should be reassigned.
Act
Creates follow-up tasks from calls and meetings and sends reminders, with every step logged.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Live in four steps
Create
Add a task with owner, due date and priority.
Link
Attach it to the relevant customer or deal.
Work
Owners action tasks with reminders keeping them on track.
Track
Managers monitor completion across the team.
Where teams put it to work
Sales follow-ups
Reps create follow-up tasks from calls and meetings that stay tied to the deal until done.
Support coordination
Agents assign sub-tasks on complex tickets so nothing needed for resolution is forgotten.
Team leads
Managers distribute and monitor work across the team, spotting overload and overdue items early.
The payoff
Every task stays visible
Reminders and alerts keep every task on the radar.
Work with context
Tasks tie to the record they help move forward.
Balanced teams
Workload views help managers share effort fairly.
Clear accountability
Owners and due dates make responsibility explicit.
Questions, answered
Yes. A task can attach to a lead, deal, ticket or account, so the work always carries the context of what it relates to.
Owners receive reminders before a task is due and alerts when it is overdue, so follow-ups and actions do not slip.
Recurring and templated tasks handle routine work that repeats on a schedule, saving you from recreating them each time.
Workload and progress views show who is working on what, and completion and overdue rates across people and teams.
Activities log what has already happened, such as a completed call, while Tasks manage future work that still needs to be done and assigned.
Related capabilities
Lead Management Software
Every enquiry from every channel lands as a scored, owned lead on one customer record — so sales always works the hottest first.
Deal & Opportunity Management
See every opportunity on a visual pipeline, forecast with confidence and move deals to close without losing a single step.
Contact Management Software
One shared, always-current record of every person you deal with — with their full history of calls, messages and deals in a single view.
Company & Account Management
Every account in one place — with its people, deals, tickets and full history rolled up so you see the whole relationship at a glance.
Sales Activity Tracking
Calls, emails, tasks and meetings logged automatically on a single timeline — so nothing slips and every next step is clear.
Appointment Scheduling Software
Let customers book time that works, sync it to every calendar and cut no-shows with automatic reminders — all on the customer record.
See Task Management in your workflow
Start free, or get a guided walkthrough with our team — on the one platform that runs Customer Relationship Management and your whole business.