Tasks
Tasks for the work behind every client commitment
Keep your team's work beside the invoices, leads and projects it concerns. Tasks are included for every organization at no extra charge, with no limit on the number of tasks.
Assign your first taskFree account, no card needed.
INCLUDED FOR EVERY ORGANIZATION
Give each task an owner, a date and its context
Each task shows its assignee, its due date, and the project, invoice or lead it belongs to.
Create a task for a project, an invoice or a lead, assign teammates, set a due date and time, and discuss it on the task. Follow a task you need to watch without being assigned to it.
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Work in stages
Define your own stages and move tasks through them. Each stage has a type (not started, in progress, waiting, completed or cancelled) that becomes the status of every task on it.
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Break down the work
Add one level of subtasks to make a larger commitment manageable while keeping the parent in view.
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Keep the connections
Link a task to an invoice, a lead or another task. The invoice or lead then lists its open tasks, and you can add a task from there. With the Reports pack, a task can ask for a report, and submitting it completes the task.
THE TEAM BOARD
See what is open, waiting and done
Shape stages around your process and keep each task in order on the board. A task can have up to 10 assignees and any number of followers, while role permissions decide who can see and manage the organization's tasks.
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Move a card, change its status
Moving a card to another stage changes the task's status with it. Teammates who have the board open see the move without reloading the page.
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Finish from the task
Assignees can complete or reopen the tasks assigned to them, even if their role cannot manage tasks.
From request to finished work
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Capture the task
Give it a title, a due date and time, and the project, invoice or lead it concerns.
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Share responsibility
Assign teammates, add subtasks and mention the people who should follow the task. Assignees get an email, and at 08:00 their time, a list of the tasks waiting on them.
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Work in context
Discuss the task and see its changes together in the feed.
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Close the loop
Complete the task when the work is finished. The other people on the task get an email that it is done. Each person can turn these emails off.
CONTEXT THAT STAYS WITH THE WORK
A conversation and a history, on the task
Comments and task changes appear together in one feed, in the order they happened. Every email sent about the task is listed on it with its recipient and time, so whoever takes over the task sees what happened.
Where it fits
Part of these setups
Each page follows one way of selling and shows what your client does, which features you use and what they cost.
Works together with
- Sales Pipeline See which leads are moving, read the last conversation before you follow up, and send the proposal from the lead's page.
- Invoices Issue an invoice and email it to your client. A card payment goes to your own Stripe account and the invoice is marked paid. A bank transfer you mark paid yourself.
- Contracts Write a contract, or let Enlivy draft it from your package's template when a client accepts your proposal. You send it, and your client signs online with an optional email or SMS code.
- Helpdesk Website chat, client portal messages and email from your connected mailbox arrive in shared inboxes. Your team assigns and answers them, and reviews email from unknown senders.
- Data Export Choose the period and the record types, and download one archive for your accountant, with a summary spreadsheet for each type if you want one. Free on every plan.
- MCP Connect Claude, ChatGPT, Cursor, or another MCP-compatible assistant to work with your invoices, contracts, and pipeline, within your own permissions.