Task Management is built specifically for customer-centric execution. Every task inherits lifecycle context, ownership, and automation so teams stay aligned from kickoff to renewal.
Lifecycle aware by design
Tasks automatically align to the customer's stage, ensuring actions always match the current journey milestone.
Task Anatomy
| Layer | Highlights |
|---|---|
| Core Fields | Title, description, status, priority, due date, assignee, lifecycle stage |
| Advanced Fields | Subtasks, dependencies, effort estimates, progress %, attachments, metadata |
| Collaboration | Threaded comments, activity logs, @mentions, AI summaries |
Assignment Models
- Human-led: Assign tasks to team members with clear accountability and notifications.
- AI-led: Let agents guide clients through tasks, mark completion, and escalate when needed.
- Hybrid: Pair human oversight with AI assistance for complex or sensitive deliverables.
Automation Engine
Set it once, scale it always
Templates and automations let you replicate proven workflows across every customer without manual setup.
- Auto-generation: Templates spawn task sets based on lifecycle stage or customer attributes.
- Dependency chains: Unlock tasks only when prerequisites are satisfied, keeping workflows orderly.
- Deadline intelligence: Automated reminders and escalations trigger as due dates approach or pass.
- Status triggers: Update CRM records, send emails, or move phases forward when tasks complete.
Visual Coordination
- Kanban boards surface task status for quick standups and daily planning.
- Timeline views map work against milestones, revealing bottlenecks or resource crunches.
- Stage filters allow teams to focus on what matters for each lifecycle phase.
Get Started with Tasks
Create or Import Tasks
Add tasks manually, clone from templates, or generate them automatically during portal setup.
Organize by Phase
Group tasks into lifecycle phases so clients and teams understand the broader journey.
Configure Dependencies
Ensure critical path tasks unlock in the right order and surface blockers early.
Assign Owners & Agents
Designate responsible humans, AI assistants, or both to guarantee accountability.
Monitor Progress
Track completion rates, cycle time, and outstanding actions from boards or dashboards.
Review & Improve
Use post-completion reviews to refine templates and optimize future workflows.
Business Outcomes
- Customer clarity: Every task ties back to why it matters for the client's success.
- Team alignment: Ownership and context reduce miscommunication and duplicative effort.
- Automation efficiency: Free your team from administrative work and focus on strategic guidance.
- Transparency: Clients see what's ahead, what's complete, and what needs attention.
- Insight loop: Task data feeds directly into analytics for performance and forecasting.
Next, explore Integrations to see how external tools plug into task automation.