One filterable inbox
Manual, automation, and project tasks, all in one place.
Queued for you
Automation rules and project steps open tasks automatically.
Team pools
Assign to a pool with a response-time target; anyone can claim it.
Your own alerts
Each person picks in-app and email alerts, per event.
Drop it in a pool, anyone can grab it.
Assign a task to a team instead of one person. It waits in the pool with a response-time target, and whoever is free claims it, so nothing stalls on someone who is busy or out.
- Assign to a team pool, not just a single person
- A response-time target on every team, 4 hours by default
- Claim from the pool to show you are on it, or release it back
This task is in a pool, claim it to signal you're working on it.
Claim for myselfBuild a task once, then reuse or auto-spawn it.
Save a task as a template with its checklist and subitems, then start from it anytime, set it to repeat, or attach it to a service so it spawns automatically the moment that service is booked.
- Templates carry a checklist, subitems, and due offsets
- Recurring tasks: daily, weekly, or custom days
- Attach a template to a service to spawn it on booking
Let a rule open the task for you.
Tasks do not appear from bookings on their own. You wire it: an automation with a no-show or completed-booking trigger and a Create task action opens the task, assigned to whoever you pick. Project workflow steps generate tasks the same way as a run advances.
- Trigger on a no-show or a completed appointment
- The Create task action assigns to a user, team, or role pool
- Project workflow steps generate tasks as the run moves along
The details that make it a system.
Filter by scope, status, priority, and due date, act on a batch at once, and dig into any task without leaving your list.
Snooze
Snooze a task and it leaves your list until you want it back.
@mention in comments
Pull a teammate in by @mentioning them on a task.
Files and photos
Attach files and photos right on the task.
Activity log
Every change is recorded on the task's activity tab.
Link to anything
Tie a task to a contact, booking, order, or project.
Side-drawer edit
Open a task in a drawer and edit inline, without losing your place.
Common questions.
Connected to your platform.
Every module that creates work resolves it in the same inbox.
Popular with these businesses