Skip to content

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.

Let’s get started!

14    Days left in trial

We care about your privacy. FreeAgent uses the information you submit to us to contact you about your product demo as well as relevant content and services. You may opt out from these communications at any time with one-click. Check out our Privacy Policy for more information.

We use cookies to improve your browsing experience. By accepting this, you agree to our Privacy Policy

Play Video
Play Video