Task & Activity Management
Create, assign, prioritize, complete and track tasks of any type across your organization.
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Tasks
Track tasks for everyone on your team to keep work on track.
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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.
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Task Scheduling
Create and assign tasks to yourself or other users efficiently based on resource availability.
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Task Prioritization
Prioritize tasks based on due date, priority selection or automate prioritization with custom conditions.
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Task Types
Categorize your tasks based on a task type (phone call, email, todo, meeting) and custom task types.
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Recurring Tasks
Automate recurring task creation and task reminders.
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Task Referencing
Create tasks within or related to specific parent records across all your apps.
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Sub-Tasks
Create and track sub-task steps within a parent task record.
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Task Reminders
Receive notifications when a task has an upcoming due date.
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Task Escalations
Set escalation rules to alert managers when important tasks are overdue by a certain period of time or meet custom parameters.
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Task Automation
Automate task creation and assignment with custom condition-based triggers and actions.
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Activities
See every digital interaction your team makes all in one easy to understand, searchable timeline.
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Notes
Log basic notes or rich format notes in activity timelines.
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Team Calendar
Visualize team members availability and agendas for scheduling and resource availability.
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@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.
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Attachments
Upload attachments to activity timelines.
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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.
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Activity Timeline Search
Keyword search within the activity timeline to quickly pull up an activity or group of activities containing the keyword.
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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.
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Activity Starring
Star or pin important activities within an activity timeline to quickly locate the most important activities within a record.
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Activity Sharing
Simply share any activity from one record to any other record across the platform with a couple clicks.
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Activity Roll-Up
Automatically roll-up activities from a contact record to the account level and opportunities they are associated with.
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Color Coding and Icons
Use color coding and icons to make task statuses pop.
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Task Cycle Times
Track task cycle time from creation to completion with ability to breakdown across task stages when applicable.
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Task Outcomes
Log and measure task outcomes for any task type.
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Rich Text Editor
Format, add hyperlinks, attachments and images to notes, emails and templates.
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