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All features Tasks & Teamwork

Tasks & TeamworkLess chasing.
More following through.

Keep work moving in List, Board, and Calendar views. Give every task an owner, drag it to the next column or date, and keep customer follow-ups connected to the right contact.

Get started for free →Explore Tasks & Teamwork ↓
Free forever core plan · Paid features vary by plan
Tasks Board · Sales funnel and customer follow-ups
Maurie AI Tasks Board showing a Sales Funnel with Leads, Demo Booked, Deal Created, Closed Won, and Closed Lost columns, plus task cards with linked contacts, priorities, assignees, and due dates
A MOVE THAT KEEPS YOUR CRM CURRENT

Move the task.
Update the contact.

Configure the destination column to update a contact property when you drop a task into it.

  1. 1
    Drop the task into Closed Won

    Move the card to the next stage of your board.

  2. 2
    Set Lead Status to Closed Won

    The configured automation updates the contact associated with that task.

A contact must be associated with the task for its property to change. Board columns and column automations are included on every plan.

HOW IT WORKS

Put Tasks & Teamwork
to work.

  1. 01

    Choose how you see the work

    Switch between List, Board, and Calendar views on every plan. Use a board for your sales funnel or team workflow.

  2. 02

    Move the task forward

    Add unlimited board columns and drag tasks between them. In Calendar, drag a task to another date to change its due date.

  3. 03

    Keep the contact up to date

    Configure a column automation to update a property on the contact associated with the task. For example, moving a task to Closed Won can set that contact’s Lead Status to Closed Won.

WHAT YOU CAN DO

Keep work and follow-ups moving.

The tools that support your everyday work. See pricing for plan availability and allowances.

See and move the work

  • List, Board & CalendarChoose the view that fits the work. All three views are available on every plan, including Free.
  • Unlimited board columnsBuild your own stages for sales follow-ups or team projects. Add unlimited columns and drag tasks from one column to another.
  • Reschedule in CalendarSee tasks in Day, Week, or Month view. Drag a task to a new date to update its due date.
  • Sections that open and closeOrganize tasks into sections. Collapse a section to focus on the work in front of you, then expand it when you need the details.
  • Drag-and-drop organizationDrag tasks between board columns or list sections, and reorder tasks or sections to match the way your team works.

Keep people and customers connected

  • Column automations for contactsSet an automation to update an associated contact’s property when a task is dropped into a column. The contact must be associated with the task for its property to change.
  • Tasks connected to customersAssociate tasks with contacts, including tasks created through workflows. Create a task directly from a contact to keep the next step connected to the customer.
  • Comments, mentions & filesKeep discussion and supporting files close to the task, with mentions to bring teammates into the conversation.
  • Assignees, status & priorityCreate tasks, assign work, set a due date, change status, and make priorities visible.

Make room for your way of working

  • Custom task propertiesAdd your own fields for the way your team works, from categories to project details.
  • Saved views & filtersCreate reusable filtered task views. Starter includes 3 saved views; Growth includes 25; Pro includes unlimited views.
  • Make each view your ownChoose and reorder system and custom property columns, show linked contacts, and return to the last-used view.
  • Quick updates & better searchChange assignees inline, search linked contacts, and clear a search in one step.
  • Clone a taskDuplicate a task when you need a similar next step, then adjust the copy for the new work.
A CLOSER LOOK

See the week. Move the next step.

Switch to Calendar to see tasks by due date in Day, Week, or Month view. Drag a task to a different date to update its due date. List, Board, and Calendar views are included on every plan.

Tasks Calendar · Weekly schedule and due dates
Maurie AI Tasks Calendar in Week view showing tasks by due date, with status, priority, and assignee details, and Day, Week, and Month view controls
AVAILABILITY & PRICING

Choose your fit.

Every plan includes List, Board, and Calendar views, unlimited board columns, and column automations for associated contacts. Free includes 10 active tasks. Paid plans add custom task properties and saved views. Pro includes unlimited active tasks.

Compare plans →
KEEP THE CUSTOMER JOURNEY CONNECTED

Works well with.

YOUR NEXT STEP

Bring Tasks & Teamwork
into your workspace.

Create a free account and explore the tools available for your business.

Get started for free →Paid features and add-ons vary by plan.