Tasks on the record
Every task is tied to a contact, account or opportunity, with a due date. Mine, today, overdue and completed tabs show what's left.
tasks and events
The next step has a date.
Tasks and events tied to the right record, with reminders on your phone and a calendar synced with Google.
Talk to the teamthe problemAgreed in the chat.
Agreed in the chat.
Lost afterwards.
When a promised follow-up never becomes a task, the customer waits, nobody knows who owns it and the booked meeting lives in a calendar the rest of the team can't see.
01
what you do
Everything you agreed on.
Reminders that arrive
Set a reminder and get the notification in your browser or on your phone, right when it matters.
Multiple calendars
Create calendars with their own color, make one visible to everyone or share it with specific people, read-only or with edit access.
Recurring events
Daily, weekly, every two weeks, monthly or custom. Edit a single occurrence, or this one and the ones that follow.
Two-way Google Calendar
Connect your Google account and pick which calendars to sync. Changes made there show up here, and changes made here go there.
Guests and Google Meet
Invite people, see who has replied and add a Meet link right from the event.
Busy, away or focused
Mark time as busy or free, and log out of office and focus time. If an event clashes with busy time, you get a warning before saving.
Owner handover
Someone's on vacation? Hand their tasks and events to a teammate, one at a time or in bulk.
how it works
From chat to calendar.
- 01Connect Google
In connected apps, link your Google account and choose the calendars that come into the system.
- 02Agree with the customer
Create the task or event tied to the contact, account or opportunity, with a reminder.
- 03Invite and add Meet
Add guests and a Google Meet link. The event shows up in Google too.
- 04Nothing slips
The reminder arrives on time, and the team sees what's overdue and who owns it.
questions
Before you schedule.
Does it work with Google Calendar?
Yes. Sync runs both ways, with guests, RSVPs and Google Meet. You choose which calendars from your Google account come into the system.
Can my teammates see my calendar?
Only if you want them to. Each calendar can be visible to everyone or shared with specific people, read-only or with edit access. Private Google events show up to others only as Busy.
Can I call an Event a Meeting?
Yes. Task and Event can be renamed, just like Account and Opportunity, and the new name applies across the whole app.
next step
Talk to the team