Tasks
Nothing slips. Every to-do has an owner and a due date.
KudosCRM Tasks turns scattered reminders into accountable work. Assign it, date it, and watch it roll up onto the right deal or contact and onto your team's daily plan.
Clear ownership, real due dates
Every task gets one owner and a due date, so there's no guessing who does what or when. Nothing lives in someone's head.
Today's work, in one strip
Open the Command Center and the 'Your Day' strip shows what's due now. Reps start the day knowing exactly where to begin.
Tasks that create themselves
A deal hits a new stage, an automation fires, a task appears on the owner's plate. The follow-up happens because the process made it happen.
How it works
Every part, explained.
Create a task in seconds
Add a to-do from anywhere, a record, a list, or the global '+ New' menu. Give it a title, an owner, and a due date and you're done.
Attach it to the right record
Link a task to a deal, contact, or company so the work lives next to the context. The task shows up on that record, not in a side app.
It rolls up onto the record
Open any deal or contact and its open and completed tasks are right there, so the next move is always visible at a glance.
It lands on the daily plan
Due tasks surface on the Command Center 'Your Day' strip, giving each rep a focused, prioritized list to work through.
Stages and automations add tasks
When a deal moves stage or an automation runs, KudosCRM can spin up the right follow-up task automatically, assigned to the owner.
Templates standardize the playbook
Save reusable task templates for your onboarding, demo follow-up, or renewal motions so the same steps run the same way every time.
Deep dive
Everything that's in the box.
Owners and assignment
Assign every task to a teammate so accountability is explicit and never ambiguous.
Due dates
Set when a task is due so it sorts into the daily plan and flags when it's overdue.
Task templates
Reusable templates capture your repeatable motions so reps don't rebuild the same checklist each time.
Roll-up on records
Tasks appear on the deal, contact, and company they belong to, keeping the next step in context.
'Your Day' strip
The Command Center surfaces what's due today so every rep opens the app to a ready-made plan.
Stage-triggered tasks
Moving a deal to a new stage can create the follow-up task that stage needs.
Automation-created tasks
Workflows can generate and assign tasks as part of a larger sequence, so follow-ups never depend on memory.
Complete and track
Mark tasks done and see open vs. completed work on each record to keep momentum honest.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
Start free today
Ready to give your team a CRM they'll actually use?
Start free. Bring your whole team. Cancel whenever (you won't).