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Stay on top of every task.
Stay on top of every task.
Organize work, automate follow-ups, and keep teams aligned with shared context on every record. Prioritize what matters, see who owns what, and move faster together.
Stay on top of every task.
Stay on top of every task.
Organize work, automate follow-ups, and keep teams aligned with shared context on every record. Prioritize what matters, see who owns what, and move faster together.
Stay on top of every task.
Stay on top of every task.
Organize work, automate follow-ups, and keep teams aligned with shared context on every record. Prioritize what matters, see who owns what, and move faster together.
One place to plan and execute work.
Combine tasks, notes, files, email, and comments alongside customer records. Save views for today, this week, and SLA breach risk—then automate the next step.
Plan your day with clarity
- List and board views with filters, saved views, and focus mode.
- Due dates, reminders, and priorities that reflect SLAs.
- @mentions and comments to align stakeholders in context.
- Subtasks and checklists for repeatable workflows.
Automate follow-ups and handoffs
- Trigger tasks on stage changes, form submits, or ticket updates.
- Recurring tasks and templates for consistent execution.
- Auto-assign owners, set due dates, and add watchers on risk.
- SLA timers and breach alerts to protect response times.
Work where you already are
- Email and calendar sync for seamless scheduling.
- Notifications across web, mobile, and chat.
- Two-way updates from shared inbox and calls.
- Permissions and record follow to control visibility.
Report and improve
- Dashboards for throughput, completion time, and aging tasks.
- Workload views to balance assignments across the team.
- Audit trails to understand delays and blockers.
- Custom reports to track SLA adherence and outcomes.
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