Modules
Task Management
No more chasing work through messages.
Assign tasks linked to customers, deals or quotes; follow priorities, due dates and progress in one place.
Company names, people and figures in the screenshots are sample data.
What is the Task Management module?
Task Management is the nullCRM module that creates tasks with an owner, priority and due date and links them to the related customer, deal or quote. It offers a calendar view, status tracking, workload distribution and notifications for upcoming or overdue tasks.
Key features
- 01
Task assignment
Create tasks with an owner, priority and due date.
- 02
Calendar view
Plan meetings, calls and tasks on a calendar.
- 03
Linked records
Connect tasks to the related customer, deal or quote.
- 04
Status tracking
Instantly see pending, in-progress and completed work.
- 05
Workload view
Balance work across team members.
- 06
Notifications
Get reminders for upcoming and overdue tasks.
Frequently asked questions
How does task tracking reduce internal message traffic?
Every task is recorded with an owner, priority, due date and the related customer or quote; status changes and approaching dates arrive as notifications. Everyone sees the status on the task board, so nobody has to ask what happened.
Can I link tasks to a customer or quote?
Yes. Tasks are opened from the customer card, deal or quote; the customer history shows all open and completed tasks for that customer.
Is there a calendar view?
Yes. Meetings, calls and tasks are planned on daily, weekly and monthly calendars; reminders are sent in-app and by email.
Can I see the team's workload?
Yes. The workload view shows open tasks and due dates per person; managers can redistribute tasks with drag and drop.
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