Task & Activity Management

visibility

Task & Activity Management

Create, assign, prioritize, complete and track tasks of any type across your organization.

Tasks

Track tasks for everyone on your team to keep work on track.
Task Customization

Like any App in FreeAgent, your Tasks App is completely customizable to fit your business. The Tasks App consolidates every task across your entire organization in on place.
Task Scheduling

Create and assign tasks to yourself or other users efficiently based on resource availability.
Task Prioritization

Prioritize tasks based on due date, priority selection or automate prioritization with custom conditions.
Task Types

Categorize your tasks based on a task type (phone call, email, todo, meeting) and custom task types.
Recurring Tasks

Automate recurring task creation and task reminders.
Task Referencing

Create tasks within or related to specific parent records across all your apps.
Sub-Tasks

Create and track sub-task steps within a parent task record.
Task Reminders

Receive notifications when a task has an upcoming due date.
Task Escalations

Set escalation rules to alert managers when important tasks are overdue by a certain period of time or meet custom parameters.
Task Automation

Automate task creation and assignment with custom condition-based triggers and actions.
Activities

See every digital interaction your team makes all in one easy to understand, searchable timeline.
Notes

Log basic notes or rich format notes in activity timelines.
Team Calendar

Visualize team members availability and agendas for scheduling and resource availability.

@mentions

Tag a team member in a note or message directly within the context of any record. This triggers a notification to the team member that they have been pinged and with one click, directs them to your @mention.
Attachments

Upload attachments to activity timelines.
Activity Timeline

Centralized, filterable chronicle of all digital interactions, internal notes, attachments, images, completed tasks and @mentions across all users, within the context of any record.
Activity Timeline Search

Keyword search within the activity timeline to quickly pull up an activity or group of activities containing the keyword.
Activity Timeline Filter

Filter activities within the activity timeline to pull up activity types within the record such as starred items, emails, notes, calls, meetings, reminders, notes and attachments.
Activity Starring

Star or pin important activities within an activity timeline to quickly locate the most important activities within a record.
Activity Sharing

Simply share any activity from one record to any other record across the platform with a couple clicks.
Activity Roll-Up

Automatically roll-up activities from a contact record to the account level and opportunities they are associated with.
Color Coding and Icons

Use color coding and icons to make task statuses pop.
Task Cycle Times

Track task cycle time from creation to completion with ability to breakdown across task stages when applicable.
Task Outcomes

Log and measure task outcomes for any task type.
Rich Text Editor

Format, add hyperlinks, attachments and images to notes, emails and templates.

Lead the way
to a better workday

Talk to a CRM expert and
unleash your team’s potential.

Tasks

Task Customization

Task Scheduling

Task Prioritization

Task Types

Recurring Tasks

Task Referencing

Sub-Tasks

Task Reminders

Task Escalations

Task Automation

Activities

Notes

Team Calendar

@mentions

Attachments

Activity Timeline

Activity Timeline Search

Activity Timeline Filter

Activity Starring

Activity Sharing

Activity Roll-Up

Color Coding and Icons

Task Cycle Times

Task Outcomes

Rich Text Editor