Tasks that live
where the work happens.
Linked to contacts, deals, companies and tickets. Due dates, priorities, assignees, recurrence. The to-do list your sales team will actually tick off because it sits inside the CRM.
The task module a CRM should have shipped with.
Linked to anything
Attach a task to a contact, deal, company or ticket. Open the record, see what is outstanding, tick it off.
Due dates + reminders
Pick a date, get a reminder the morning of - email or WhatsApp. Overdue tasks pulse red on the dashboard.
Priorities + tags
Low / medium / high / critical. Free-text tags for context. Filter the list any way you slice your day.
Assignees + watchers
Assign to a teammate, add watchers who get notified. Mentions in comments ping the right person.
Recurring tasks
Every Monday, every quarter, every 1st of the month. Set once, run forever. Great for renewals and check-ins.
Auto-create from workflows
Deal advances to Negotiation? Create a task. SLA goes red? Create a task. Tasks become how work routes itself.
Nothing falls through the cracks.
The CRM tells you who to call back, when, and why. Tasks roll up to a personal queue, a team queue and the dashboard. Complete one, the system asks for the next action.
- Smart remindersEmail + WhatsApp + dashboard. Per-user notification preferences.
- Saved viewsMy overdue, team this week, by tag, by deal - save and pin filters.
- Completion historyEvery closed task logged. Reporting on throughput, by user and by team.
Task management FAQs
What is task management in a CRM?
Task management keeps every follow-up, call and to-do tied to the contact or deal it belongs to.
- Create tasks against contacts, deals or tickets
- See what is due today across the team
- Never lose a follow-up in a separate app
Clkly keeps tasks in the CRM, so the next action always sits next to the work it relates to.
Can tasks be created automatically?
Yes - workflows and stage changes can spin up tasks so nothing depends on memory.
- Auto-create a task when a deal moves stage
- Assign to the right owner by rule
- Set due dates relative to the trigger
Automatic tasks turn your process into prompts the team actually follows.
Related: Workflows
How does the team see what is due?
Everyone gets a clear view of their tasks, and managers can see the whole team at a glance.
- Personal lists sorted by due date
- Filter by owner, deal or priority
- Overdue items flagged so they get cleared
A shared view of what is due keeps follow-ups timely and accountable.
Related: Custom dashboards
Stop juggling Asana, Todoist and your CRM.
Tasks on every plan. Recurring + workflow-created on Pro.