Tasks that belong to a record, not to a chat scroll.
Todo turns a follow-up into a dated, owned task attached to the contact, ticket, or deal it came from – so the promise survives the shift change.
Follow-ups slip because the promise is verbal and the shift ends. Todo attaches the task to the record with an owner and a date, and the record shows it on the same timeline as the conversation.
Lists, boards, and due-date views exist because teams disagree about how to look at the same work – not because the work is different.
- OwnerEvery task has one, never "the team"
- DueDate enforced, overdue surfaced
- RecordTask attached to contact, ticket, or deal
- ViewsList, board, and calendar over the same data
Title, owner, date, record – the four fields that make it real.
A task without an owner and a date is a wish. Every task carries both plus the record it belongs to, with priority, checklist items, and an outcome when it closes.
- Owner, due date, priority, and status
- Checklist items for multi-step follow-ups
- Outcome note on completion
- Visible on the related record timeline
The same work, seen as a board.
Boards group tasks by status or owner, which suits a team that plans in columns. Moving a card changes the status everywhere, because it is one record with several views.
- Columns by status or owner
- Drag between columns on desktop
- Filters by team, record type, and due window
- No duplicate task copies per view
Overdue is a signal, not a surprise.
Overdue tasks surface to the owner and the team lead, and closed tasks keep their outcome so a follow-up chain stays readable months later.
- Overdue list per owner and per team
- Recurring tasks for routine checks
- Reminder before the due date
- Closed task history with outcome
What Todo covers
Tasks
Owner, due date, priority, checklist, outcome.
Records
Attach to contact, ticket, deal, or dataset.
Views
List, board, and due-date calendar.
Recurring
Routine checks that recreate themselves.
Reminders
Before due and on overdue.
Reporting
Completion rate per owner and team.
Questions about task hygiene
Can tasks exist without a record?
Yes, but the value comes from the attachment; ad-hoc tasks belong in Discuss.
Do field teams get mobile access?
The interface is responsive and works from a phone browser.
Can we see who is overloaded?
Completion and overdue reporting per owner shows it before the review meeting.
Is there an API?
The module is part of the suite; API access follows the deployment configuration.
See this app running on your own data.
We install the suite on your server or in our cloud, then walk your team through the exact flow you described.