Tasks
Nothing falls through the cracks. Ever.
Subtasks, recurrence, checklists, calendar sync, and an AI that drafts the starter checklist for you. My Day view tells reps exactly what to do today. Task templates standardize playbooks across the team.
Subtasks + checklists
Every task has a checklist; every checklist item has a checkbox. Sub-tasks roll up to parent progress.
Recurrence
Daily, weekly, monthly, custom interval. Recurring tasks auto-create the next instance on completion.
Calendar sync
Pulse syncs tasks with due dates to Google Calendar as events — two-way.
Anatomy
Every region, explained.
Task type
Admin-defined templates with default checklist, default SLA, scoped to specific pipelines or stages.
Polymorphic association
Task attaches to a contact, company, or deal. Same task, multiple contexts.
Parent + subtasks
Subtasks nest under a parent. Completion rolls up. Parent stays open until all subs close.
Checklist
Inline checkbox list per task with toggle endpoint. Audit-logged.
Watchers
Auto-follow on assignment, plus manual watchers. Each watcher gets notifications via their channel preferences.
Time tracking
estimate_minutes vs logged_minutes per task. Reports break down team capacity vs throughput.
Deep dive
Everything that's in the box.
Task types library
Pre-built templates: 'New contact follow-up', 'Renewal review', 'Lost deal post-mortem'. Each has a default checklist and SLA.
AI suggested subtasks
Click 'AI suggest' to have Claude draft 4-7 ordered subtasks for the current task. Particularly useful on TaskType templates.
My Day view
Today's tasks across all records in one focused list. Drag to reorder priority.
Kanban + calendar + timeline views
Same tasks, three views. Kanban for triage, calendar for scheduling, timeline for tracking dependencies.
Recurrence engine
Daily, weekly, monthly, or custom interval. Next instance auto-creates on completion.
Reminders
Server-side reminder_at + notification dispatch every minute via TaskReminderDispatchJob. Won't fire twice.
Task comments
Threaded comments per task with @mentions. Same comment system as activities.
Bulk archive + tag
Bulk update task status, tags, or owner across selected tasks.
In the wild
How teams use it.
"My Day view is the only place I open in the morning. Then I close the tab and just do the work."
Tomás D.
SaaS AE
"Recurring tasks for renewal reviews mean nothing slips through the cracks anymore."
Maya J.
Logistics, 40 reps
"Task types let new SDRs ramp without asking 'what should I do next' 30 times a day."
Lina R.
B2B services SDR lead
Pulse vs. The Old Way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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