Task Management
From daily to-dos to deadline-driven priorities organize, assign, and track all your tasks in one smart workspace.
Tasks are the building blocks of your daily operations and Goast CRM ensures nothing falls through the cracks. Our integrated Tasks Management system helps your team stay organized, accountable, and focused on what matters most.
Create Tasks in Seconds
Quickly create and assign tasks for leads, orders, follow-ups, or internal operations—without switching tools.
Add due dates, priority levels, and custom notes
Link tasks directly to a lead, quote, or order
Use tags and categories to keep tasks organized
Set reminders so you never miss a deadline
Assign Responsibilities Clearly
Collaboration starts with clarity. Assign tasks to team members based on role, region, or workflow stage—and keep everyone aligned.
Assign single or multiple agents per task
View assignee workloads to balance responsibilities
Receive automatic notifications on task assignment or update
Track ownership from creation to completion
Automate Task Workflows
Work smarter, not harder. Automate repetitive workflows by linking task triggers to actions like quote approval, order status changes, or incoming leads.
Auto-generate tasks when a new lead is captured
Assign standard follow-up tasks post-dispatch
Trigger task templates based on CRM actions
Reduce manual admin and focus on execution