Tasks, meetings and booking

Recurring tasks and checklists

Create a task that repeats on a daily, weekly, or monthly cadence, then break the work into a checklist with live progress — so nothing routine slips and every step is ticked off before you call it done.

Set up round-robin booking

Create a booking event type that rotates meetings fairly across a pool of reps, so a prospect who books always lands with someone who can take the call.

The task board and My Day

Switch between a list, a drag-and-drop kanban board, a calendar, and a timeline to see your tasks the way the moment needs — then open My Day for a ranked, single view of what to do next across deals and projects.