Nothing falls through.
The reason things get dropped is rarely that nobody knew — it is that the knowing lived in one person’s inbox. Tasks and notes here attach to the record rather than to a person, so the context is wherever the work is, and it survives someone being on holiday.
Tasks, notes and a full activity timeline attach to any record - inquiry, lead, account or project - so the whole job has a memory.
What's in it
Tasks on any record
The same task model attaches to an inquiry, a lead, an opportunity, an account, a contact, a project or a site. Due dates, assignees and completion are consistent everywhere rather than reinvented per screen.
Activity timeline
Stage changes, sent quotes, received payments, notes and automation runs all land on one chronological trail. Nobody has to write the history down, because it writes itself.
Notes that travel
Context attaches to the record and stays with it through conversion — the notes you took on a lead are still there when it becomes an account.
How it works
Add a task anywhere
From any record, or from the global task list. Set a due date and an owner, or leave it unassigned.
It shows up where it matters
On the record, in the assignee’s task list, and in the notification bell when it comes due.
The timeline records itself
You do not log activity. Stage moves, payments and automation runs append themselves.
Conversion keeps everything
When a lead becomes an account, its tasks, notes and history are retagged rather than orphaned.
What you actually get
- Tasks on inquiries, leads, opportunities, accounts, contacts, projects and sites
- Due dates, assignees and overdue derivation
- Automatic activity timeline per record
- Notes preserved through Lead → Account conversion
- Overdue and due-today surfaced in the notification bell
- Live updates — a teammate ticking a task updates your view
Questions
Do I get notified about tasks?
Overdue and due-today tasks appear in the header bell, and the optional weekly digest email summarises what needs attention. Push notifications are available on top.
What happens to tasks when a deal is won?
They stay attached. The Lead → Account conversion preserves the record id, so tasks, notes, signals and summaries all carry across intact.
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