Task management software for small businessesTo-Do · your team’s tasks
Every task gets done, because every task has a name on it.
Tasks come straight from emails and calls, each with a person and a due date, so nothing waits for someone to notice.Turn an email or a call into a task in one step, with a person and a due date on it.Tasks are created from emails, calls, and jobs, assigned and dated, and linked to the customer they’re for. When someone’s out, Vision Intelligence, the built-in assistant, moves their tasks to someone free, with one yes from you. When someone’s out, Vision Intelligence, the built-in assistant, suggests who takes their tasks, and you say yes. When someone’s out, Vision Intelligence, the built-in assistant, proposes who takes them from availability, applied on your approval.
Included with Vision, along with every other app.$99 a month.
Demo: tasks arrive from the work. An email from Corliss Building becomes a task, Reply to Corliss, and a call from Hollis Row becomes another, Quote Hollis Row. Each gets an owner and a date: Dana today, Omar on Friday. Later John is out, and one yes moves his task to Mateo.
01What you get
See who’s doing what, and what’s due.
A task with no name on it waits for someone to notice. Here you see who has each one and what’s late.Tasks scattered across inboxes, notes, and chats get missed. Here each one has a name and a date, in one list.Unassigned tasks don’t get done. Here every task has an assignee and a due date, and overdue work is visible.
- Every task has a name and a date
- Lists for every part of the business
- Subtasks with a done count
- Reminders for each person
- Move a day’s work with one yes
- Overdue work is easy to spot
- Add a task the moment it comes up
- Tasks that link to the customer or job
- Notes and details on every task
02See it in action
No task is left without someone on it.
The task board at Tallisbrook, a made-up heating company, on a busy Thursday. One task has no one on it. One tap fixes that.The task board at Tallisbrook, a made-up heating company, on a busy Thursday. One task has no name on it, and one tap gives it one.Thursday’s board at Tallisbrook, a made-up contractor. One task is unassigned; one tap assigns it.
Demo: Tallisbrook’s team board on Thursday, To do, Doing and Done. Every task has an owner except one: Order RTU filters, marked No owner. Vision Intelligence, the built-in assistant, suggests Kenji, who is free. Dana taps Assign, Kenji’s avatar drops onto the task, and the board shows 12 of 12 owned. Her part: one tap.
Thursday
Your part: one tap.
03On its own, or with the rest
Start with To-Do alone. Add more when you’re ready.
On its own
Everything your task list needs, built in.
Names, dates, lists, and boards. It’s all there from day one. Use only what you need.A full task list, with nothing to connect first. Use only what you need.Assignees, due dates, lists, and boards, standalone, from day one.
With the other apps
Tasks that follow the job.
Use Projects too, and tasks come from the work. With CRM, a follow-up sits on the customer. With Calendar, the prep sits beside the visit.With Projects, CRM, and Calendar, tasks already sit on the job, the customer, and the visit. Nothing is copied between apps.With Projects, CRM, and Calendar, tasks link to the job, customer, and event they belong to.
04Questions
Your To-Do questions, answered.
Does every task need a name on it?
Every task has a person and a date, so nothing sits with no one on it. When one is missing, the task says so.
Can my whole team use it?
Yes. Each person gets their own reminders and their own view of what’s theirs, and you decide who sees what.
Does To-Do cost extra?
No. It’s included with Vision, along with every other app. $99 a month.
Included with Vision, along with every other app.
$99a month.
Founding price for the first 100 businesses.