The Task Manager is a simple way for sellers to track what is on their plate. They juggle with multiple balls at once and it's easy to drop one of them.

The Task Manager is an easy way to keep track of them and assign them to people, records, and more - so you can manage them thoughtfully.

Currently, the Task Manager is separate from the CRM tasks. They live in Pod. We will soon allow sync capabilities in Pod with the CRM integration.

To access the Task Manager,

Here you go - the task is open.

You can also use the "Create New" button at the top-right of the screen and click on the "Create new task" button to open the widget.

In the Task Manager, you will find a list of tasks that (A) you've either created or (B) you've been assigned to.

At first glance you'll find:

Hover over any given task and click on the "..." button to completely delete the task from your manager.

To review the details of a task, click on the down arrow ⬇️ next - the details will appear below. You'll find:

You can click on any field to update it in real time.

Navigating through your list of tasks will allow you to zero in on the most important ones.

You can do so in 2 different ways:

More advanced filtering will be available soon.

💡 Need help? Send us a message via the in-app chat or email us at [email protected].

🤝 Want to talk to someone? Book a session with one of our specialists!