Act 3 · Deliver — the sixth step
Task management, built into your CRM.
CRM task management ties every follow-up to the deal, contact or project it belongs to — with priorities, checklists, recurring schedules, reminders, and five ways to see your work. No standalone to-do app to reconcile against the CRM each morning.
The short version
What is CRM task management?
CRM task management is task tracking that lives inside your CRM — so every task links to the deal, contact or project it belongs to instead of floating in a separate app. KudosCRM tasks carry priority, a checklist, optional recurrence and reminders, and they write to the record's timeline as they're created, completed and cancelled. The follow-up sits next to the reason for it.
The problem
The follow-up lives in someone's head — and the ball gets dropped.
Follow-ups live in someone's head or a sticky note, and the ball gets dropped between hand-offs. The to-do app doesn't know which deal the task is for, the CRM doesn't know the task exists, and the hand-off between the two is where things slip.
- Tasks in a separate app, disconnected from the deal
- Routine follow-ups that fall off when no one re-creates them
- No record of what was promised, or whether it got done
How KudosCRM handles it
Every follow-up is a tracked task — on the record it belongs to.
Every follow-up is a tracked task — checklists, recurring schedules, and reminders — linked to the deal, project, or contact it belongs to. Reminders surface it on time, recurrence keeps routine work alive, and the record's timeline remembers what was promised and done — so nothing slips between hand-offs.
The task system
Track it, repeat it, get reminded — without leaving the record.
Tasks, checklists, recurrence and reminders all run on the same record as the deal or project — so the work and the reason for it stay together.
Every task tied to the work
A task isn't a floating to-do — it links to the deal, contact, company or project it belongs to, and lands on that record's timeline. So the follow-up lives next to the reason for it, not in a separate app.
TasksChecklists for repeatable work
Break a task into a checklist with live progress — the steps of an onboarding, a QA pass, a contract review. Task templates can pre-fill the checklist so every repeat starts the same way.
ChecklistsRecurring tasks
Set a task to repeat daily, weekly or monthly on an interval — when you complete it, the next one is created automatically, so routine follow-ups never fall off the list.
Recurring tasksReminders that reach you
Add a reminder time and KudosCRM nudges you in-app, by web-push, and on your Google Calendar — so the task surfaces when it matters, not when you happen to scroll past it.
RemindersTask templates & types
Calls, emails, demos, contract reviews — task types come with their own fields and a default checklist, and can set the due date automatically from a default turnaround time.
Task templatesFive ways to see your work
Work from a grouped list, a drag-and-drop board, a calendar, a timeline — or My Day, a curated view of what to do now, ranked by priority and due date.
Task viewsComments, @mentions & AI summary
Discuss a task in its thread with @mentions, reactions and slash-commands (/due, /assign, /done) — and let AI summarize a long thread so anyone picking it up is caught up in seconds.
CollaborationTime on a task
Set an estimate and log the minutes you actually spend, so a task carries its own effort — useful context right where the work happens.
Time trackingBulk actions & a productivity report
Complete, reopen, tag or clear tasks in bulk with one-click undo — and see a per-person report of created, completed, overdue and completion-rate, exportable to CSV.
Task reportsThe differentiator
A to-do app doesn't know who the task is for.
Because the task hangs off the CRM record, it carries its context, lands on the timeline, and rolls into reports — none of which a standalone list can do.
Nothing lives in a sticky note
Every task hangs off the deal, contact or project it serves — so a follow-up carries its full context, and nobody re-types who it's for or why.
The record remembers
Creating, completing or cancelling a task writes to that record's timeline — so the history of what was promised and done is part of the relationship, not lost in an inbox.
One place to work from
My Day pulls what matters now across every deal and project into one ranked list — so reps don't reconcile a to-do app against the CRM each morning.
What's actually in the box
Everything Tasks gives you.
Live today, unless marked Soon — capabilities we're building, shown honestly rather than hidden.
Task essentials
Priorities — urgent / high / medium / low
Statuses — open / in-progress / completed / cancelled
Start & due dates, assignee, description & tags
Custom fields (typed, via Studio)
Archive & restore (soft delete)
Repeatable work
Checklists with live progress (the "subtasks" on a task)
Recurring tasks — daily / weekly / monthly, repeat on completion
Task types & templates — fields + default checklist
Default turnaround sets the due date on create
Nested parent/child subtask tree on a task Soon
An SLA clock with breach & escalation Soon
Stay on top
Reminders — in-app, web-push & Google Calendar sync
Overdue at a glance (the real deadline signal)
Smart buckets — overdue / today / upcoming / completed
My Day — a ranked view of what to do now
Five views — list, board, calendar, timeline & My Day
Collaborate
Watchers — creator & assignee auto-follow
Comments with @mentions & reactions
Slash-commands — /due, /assign, /done, /log
AI thread summarize
File attachments
Tied to the CRM
Link a task to a deal, contact or company
Rides the record timeline — created / completed / cancelled
Per-task time tracking — estimate & logged minutes
Deal-stage snapshot captured at creation (for reporting)
Tasks created by Workflows & by meeting follow-ups
Manage at scale
Bulk complete / reopen / delete with undo
Bulk tag
Saved views & real-time multi-tab sync
Per-agent productivity report — created / completed / overdue / rate
CSV export of any view
See it in the product
From the board to My Day.
Work the board
Drag tasks across statuses, group by assignee or priority, and keep the whole team's follow-ups moving — every task still tied to the deal or project behind it.
Task board — drag-and-drop by status (preview)
Start with My Day
My Day pulls the right work to the top — ranked by priority and due date across every deal and project — so a rep opens one list and knows exactly where to start.
Open a task, see everything
A checklist with progress, a recurrence schedule, a reminder, watchers, and a comment thread with @mentions and an AI summary — all on the task, all tied to its record.
Go deeper
Related features
FAQ
CRM task management, answered
Track the work
Put every follow-up on the record it belongs to.
Start free. Bring your whole team. Cancel whenever (you won't).