Every task, with its steps under it.
Open a task to see its subtasks right beneath it, then add another with one click. Status, priority, owner and dates sit in columns you can sort and filter.
Tasks · included in every workspace
Tasks that sit next to the deal.
Plan work on a table, board, calendar or timeline. Every task can link to the deal, customer or ticket it's for.
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Todo31
Kestrel renewal quote
2 subitems
Sep 25UrgentSubitem of Summit go-live
Confirm the seat count with Bruno
Sep 24MediumSubitem of Summit go-live
Send INV-1045 once seats work
Sep 25MediumDraft the Q4 territory plan
Oct 9MediumNew task
In progress14
Summit go-live
3 subitems
Oct 1HighHarbor Labs demo follow-up
Sep 24MediumNorthwind onboarding checklist
4 subitems
Sep 30LowNew task
In review6
Subitem of Summit go-live
Fix the SSO bounce before the 2pm call
Sep 23HighNorthwind renewal pricing
Sep 28HighNew task
Done29
Kickoff notes to Harbor Labs
Sep 22MediumTidy the partner list
Sep 18LowNew task
Blocked3
Chase INV-1038
Sep 21HighNew task
The work, and who it's for.
See when the work lands.
Tasks with a start and a due date become bars on a timeline, grouped by status. Zoom by day, week or month.
The deal knows what's left to do.
Every deal, company and contact has a Tasks tab. Overdue work sits at the top, and you can add a task without leaving the record.
Bruno FeltrinTurn a message into a task.
Hover a message and choose Create task. The task links back to the conversation it came from.
Break the work into steps
Give any task its own subtasks. They keep the parent's project and deal, and the table shows them nested under it.
Action items become tasks
Write action items in a meeting note and create them as tasks in one click. Or let Turn note into work propose them for you to confirm.
Can tasks repeat, or wait on another task?
Not yet. There are no recurring tasks and no dependencies between tasks. A task can have subtasks, one level deep.
Can one task belong to several records?
Yes. The About field links a task to contacts, companies, deals, projects, tickets, events, employees and invoices, and it shows up in the Tasks tab of each one.
Can Spodus write tasks for me?
From a note, yes. Turn note into work reads the note and proposes the tasks in it. You see every one and nothing is created until you confirm.
Do tasks cost extra?
No. Tasks come with every seat, like the rest of the workspace.
Keep the work next to the customer.
Start today, or bring your own data to a demo and see it there.