Tasks & Projects

Create tasks and projects in order to track work being done for customers

Tasks

Tasks are individual pieces of customer work either to be done by you or the customer.

Tasks can be created:

• Manually

• Automatically from calls with AI Tasks

• Automatically as part of Project Templates

Projects

Projects are a collection of tasks organized into a set of milestones and optionally based off of a Project Templates.

Projects can rollup onto the account level so project progress can be visible at a glance on a book of business level.