TASKS
Assign it.
Track it. Done.
Tasks that stay connected to the work — linked to contacts, bookings, and invoices. Nothing falls through.
Assign to
CONNECTED WORK
Every task
stays connected.
Link a task to a contact, a booking, or an invoice — and it stays there. Open the task and see the full picture. No hunting across modules.
- Link to contacts, bookings, and invoices
- Context surfaces right inside the task
- Jump to linked records in one click
Send final proposal to Lynn Group Co
Finalize scope, pricing, and delivery timeline for Q2 engagement. Attach updated brand deck before sending.
Linked to
Lynn Rae
Contact
Strategy Call
Booking · Mar 25
Invoice #0047
$2,400 · Pending
TEAM TASKS
Assign and track
across your team.
Assign tasks to team members and see progress at a glance. No status meetings. No spreadsheets. Just clear ownership.
- Per-member task counts and completion rates
- Due dates with overdue flagging
- Team-wide progress in one view
Team Progress · Lynn Group Co
This week
Lynn Rae
Project Lead
Rae Lynn
Designer
CANVAS VIEW
See the work
as it moves.
Switch to Canvas view and organize tasks visually. Move between columns, spot bottlenecks, and keep projects moving without a tool switch.
- To Do, In Progress, and Done columns
- Move tasks between columns
- Switch between list and canvas instantly
READY TO START