Turn a call into a task before you forget it
Boards, priorities, due dates and assignees, built into the app where the work comes from. Create a task straight from a conversation and hand it to a teammate.
Tasks that start in the inbox
A customer asks for something on a call or in a text. Create the task from that conversation, and the context comes with it.
Boards your team can actually see
Organize work on boards with columns, give each board an icon, and let people drag work across as it moves.
Assign it, date it, prioritize it
Every task has an assignee, a due date and a priority, so the person who owns it and the day it's due are never in question.
Everything a task needs, nothing it doesn't
Give a task a title, a priority and a due date, assign it to one or more people, and break it into subtasks when it's bigger than one step. Type @ to mention a teammate, use a slash command to set a field without the mouse, and edit inline or in bulk when you're tidying up a board.
- Priorities, due dates and one or more assignees
- Subtasks for work that takes more than one step
- @mentions, slash commands, inline editing and bulk actions
Start the task from the conversation
The request usually arrives on a call or in a text. Open that conversation in the inbox and create the task right there, so the person who picks it up can read what the customer actually said. A My tasks view shows just the work assigned to you, and a counter tells you how much is waiting.
- Create a task from any call or text in the inbox
- A My tasks view for what's on your plate
- Task counter so you know what's waiting
Decide who can see and change what
Admins grant task permissions per person: who can read a board, who can create, who can update. The app applies the permissions live, so someone without access sees a clear message instead of an error.
- Per-user permissions for read, create and update
- Boards lock for people without access
- Change permissions and the UI updates immediately
Frequently asked questions
Common questions about turn a call into a task before you forget it
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