Board controls
- Create multiple task boards
- Switch between boards
- Rename a board
- Archive a board when it is no longer active
Team Execution
Tax office tasks with the client context still attached
Organize work on custom boards, assign the right teammate, connect the client, set the deadline, and keep the subtasks, reminders, calendar event, and document request together.
Build boards around the work your team manages
Use separate boards for different areas of the office, then shape each board with the columns that match the process.
Column controls
- Add and rename columns
- Move columns left or right
- Archive columns
- Drag task cards from one column to another
- Mark the destination column as the task's new status
Put the details needed to finish the work on the task
A task can hold the operational context your team needs without turning the title into a long instruction.
Ownership
- Assign a team member
- Link the task to a contact
- Set low, medium, or high priority
- Keep a task description with the instructions
Due dates
- Set a fixed date and time
- Use a relative due date when supported by the task flow
- Respect the user's task timezone
- See due-soon and overdue states on the card
Subtasks
- Add subtasks during task creation or later
- Give each subtask a description, priority, and due date
- Mark subtasks complete independently
- See completed-versus-total progress on the task card
Coordinate the follow-up from the same drawer
Task details can connect the internal assignment to the calendar, team reminders, and the files you still need from the client.
Team notifications
Choose whether to notify the assigned team member, select in-app, email, SMS, or a combination, and write the notification message.
Calendar sync
Add an eligible task with a due date and assignee to a connected Google or Outlook calendar.
Document requests
For a task linked to a contact, send a document-request packet, review item status, and download submitted files without leaving the task.
Notification delivery and calendar sync depend on the selected channels, contact or assignee details, and the office integrations that are configured.
Find the right task without scanning every card
The board stays useful when the office is busy because the task list can be narrowed by ownership, client, and origin.
Filter and search
- View all tasks or only your tasks
- Show tasks created by workflows
- Show tasks linked to opportunities
- Filter by team member or contact
- Search titles, descriptions, assignees, and contacts
Sort and clean up
- Sort by due date
- Sort by most recently updated
- Select multiple cards
- Archive selected tasks
- Use the same filters from the mobile drawer
Create work manually or let a workflow create it
Tasks can begin from the Tasks page, from a contact conversation in Inbox, or from a Conecta automation.
- Create or trigger the taskAdd it directly, add it while working with a contact in Inbox, or use a workflow's Create Task action.
- Set ownership and contextChoose the assignee, contact, priority, due date, board, and column.
- Break down and coordinate the workAdd subtasks, notifications, calendar sync, and document requests where they are needed.
- Move it through the boardDrag the task between columns, mark it complete, or archive it when the work is finished.
Tasks, Workflows, and Automations have different jobs
Tasks hold an individual piece of team work. Workflows organize a contact through operational stages. Automations respond to triggers and can create the task automatically.
| Feature | Primary purpose |
|---|---|
| Tasks | Assign and complete an individual piece of work with a client, deadline, subtasks, reminders, and related documents. |
| Workflows | Move contacts through internal stages with stage checklists, assignments, priorities, and notes. |
| Automations | Trigger and sequence messages, tasks, document requests, timing, and other follow-up. |
Make the next piece of work visible and owned
Keep the task, teammate, client, deadline, subtasks, reminders, calendar event, and document request connected in Conecta.