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Tasks & Automation
A general task board, plus rules that auto-create tasks when something happens elsewhere in the platform.
Tasks
Tasks have a title, description, assignee, due date, priority, and status (To Do, In Progress, Done), and can optionally link to a contact, deal, or company for context.
Automation rules
A rule fires a task automatically when one of three things happens: a deal changes pipeline stage, a client onboarding case is created, or a JML case is created. The task's title can use placeholders that get filled in at the moment it fires — for example a rule on "deal moves to Won" with the title "Send {contact_name} their kickoff pack".
- Go to Automation and create a new rule
- Pick the trigger (and, for a stage change, which stage should fire it)
- Write the task title template and pick a default assignee
- Toggle the rule active — from then on, matching events create the task automatically