Track tasks for everyone on your team to keep work on track.

Tag a team member in a note or message directly within the context of any record. This triggers a notification to the team member that they have been pinged and with one click, directs them to your @mention.

Like any App in FreeAgent, your Tasks App is completely customizable to fit your business. The Tasks App consolidates every task across your entire organization in on place.

Upload attachments to activity timelines.

Create and assign tasks to yourself or other users efficiently based on resource availability.

Centralized, filterable chronicle of all digital interactions, internal notes, attachments, images, completed tasks and @mentions across all users, within the context of any record.

Prioritize tasks based on due date, priority selection or automate prioritization with custom conditions.

Keyword search within the activity timeline to quickly pull up an activity or group of activities containing the keyword.

Categorize your tasks based on a task type (phone call, email, todo, meeting) and custom task types.

Filter activities within the activity timeline to pull up activity types within the record such as starred items, emails, notes, calls, meetings, reminders, notes and attachments.

Automate recurring task creation and task reminders.

Star or pin important activities within an activity timeline to quickly locate the most important activities within a record.

Create tasks within or related to specific parent records across all your apps.

Simply share any activity from one record to any other record across the platform with a couple clicks.

Create and track sub-task steps within a parent task record.

Automatically roll-up activities from a contact record to the account level and opportunities they are associated with.

Receive notifications when a task has an upcoming due date.

Use color coding and icons to make task statuses pop.

Automate task creation and assignment with custom condition-based triggers and actions.

Set escalation rules to alert managers when important tasks are overdue by a certain period of time or meet custom parameters.

Track task cycle time from creation to completion with ability to breakdown across task stages when applicable.

See every digital interaction your team makes all in one easy to understand, searchable timeline.

Log and measure task outcomes for any task type.

Log basic notes or rich format notes in activity timelines.

Format, add hyperlinks, attachments and images to notes, emails and templates.

Visualize team members availability and agendas for scheduling and resource availability.