Sales task management for work your team actually finishes
Sales task management in one shared list of everything your team has promised to do — each task with an owner, a due time and the record it belongs to, handed over in a couple of clicks when plans change, repeated on schedule when the work comes round again, and flagged to the right people the moment it runs late.
- Six views, from All tasks to Done
- Repeat daily, weekly or monthly
- Snooze, reassign and undo in a click
- task views, from All tasks to Done
- 6
- repeat patterns: daily, weekly and monthly
- 3
- days to snooze a task from its menu
- 1, 3, 7
What every task carries
- OwnerOne person accountable, reassignable at any time
- Due & reminderA date and time, with a nudge before it
- PriorityLow, normal, high or urgent
- Related recordA lead, contact, company, deal or client
- RepeatDaily, weekly or monthly, with an end date
- StatusOpen, in progress, completed or cancelled
Work agreed in a group chat, then lost in it
Someone asks for the revised quote to go out by Friday, three people react with a thumbs-up, and nobody writes down who is doing it. By Monday the message is forty scrolls up and the buyer is still waiting.
Everyone's to-do list is private
Each rep keeps tasks in their own notebook or phone app. A manager can't see what's due today, what's already late or who is overloaded, so problems only surface when a customer calls to ask what happened.
The weekly jobs that quietly stop happening
The Monday price-list update and the month-end payment reminders depend on someone remembering them every single time. One busy week, they're skipped — and nobody notices until the list is out of date.
Six views of the same shared list
Open Tasks and the list is already sorted into All tasks, Mine, Overdue, Today, Upcoming and Done. Narrow any view with filters on status, priority, type, owner, related record or due date, choose which columns to show, and save the combination as a view of your own so it sits beside the built-in six the next time you open the list.
- All tasks, Mine, Overdue, Today, Upcoming and Done
- Filters on status, priority, type, owner, record and due date
- Saved views beside the built-in six
- Switch between the list and the calendar in one click
Add a task where the work comes up
Create a task from the Tasks list or straight from a lead, contact, company, deal or client, and it's linked to that record for good. Give it a title and description, a due time, a priority and a reminder, choose whether it repeats, and assign it to anyone on your team. For something quick, type a title into the add bar and press Enter — it's saved for you, due in two hours.
- Create from the list or from any lead, contact, company, deal or client
- Priority from low to urgent, and an owner from your team
- Reminders 15 minutes, 30 minutes, an hour or a day before
- A one-line add bar for the task you'd otherwise forget
Everything about a task on one page
Open a task to see it in full. Notes explain what needs doing, and the details panel holds the owner, priority, due date, repeat, reminder and type — call, email, follow-up, meeting or to-do — each editable in place. Below, an activity feed shows when the task was created, completed and due, alongside recent calls, emails and meetings logged on the record it belongs to.
- Notes, type, owner, priority, due date, repeat and reminder together
- Change any detail in place, without a separate edit screen
- The task's activity beside the related record's calls and emails
- One click through to the lead, contact, deal or client it's for
Hand work over without a handover meeting
When someone is on leave or a customer moves to another rep, reassign one task from its menu or its page, or tick twenty in the list and move them together. The new owner is notified straight away, and a toast with Undo puts things back if you picked the wrong name. What each person can see follows their role, so reps see their own work and managers see their team's.
- Reassign from the row menu, the task page or in bulk
- The new owner is notified as soon as the task is theirs
- Undo straight after any change
- Task visibility follows each person's role
Finish it, reopen it or push it back
Tick the box to complete a task and it moves to Done; tick it again to reopen it if the job wasn't really finished. When today isn't the day, snooze a task for one, three or seven days and its due time moves to 09:00 on that morning. Select several tasks to complete them together or snooze them all by a day or three, and undo any of it from the toast.
- Complete with one tick, and reopen just as easily
- Snooze for 1, 3 or 7 days, to 09:00 that morning
- Complete or snooze a whole selection at once
- Cancel a task that's no longer needed, and keep its history
Recurring tasks: set the routine once, and it comes back on time
Make any task with a due date repeat daily, weekly or monthly, and optionally set the day the series ends. The next task is created when the current one is completed, with the same owner, priority, reminder and record. If a weekly task is ticked off three weeks late, you get one new task due next week — not three that are already overdue — and a monthly task due on the 31st lands on the last day of shorter months.
- Daily, weekly or monthly, with an optional end date
- The next task is created as the current one is completed
- A late finish creates only the next future occurrence
- Links from each task to the next one and the first in the series
Tasks that start, nudge and stop by themselves
Some tasks shouldn't depend on anyone remembering to create them. When a lead is assigned, its new owner gets a follow-up task on their list, and a workflow can add a task the moment a lead turns hot or a deal changes stage. Reminders reach the owner in the bell and on their phone, overdue work is checked every minute and flagged to the owner and up to three team leads or managers, and closing a deal cancels its open tasks.
- A follow-up task for the owner when a lead is assigned
- Create-task steps in your workflows
- Overdue alerts to the owner and up to three team leads or managers
- Open tasks cancelled when their deal is won or lost
Plan the week on a calendar, work it from your phone
Switch the Tasks list to the calendar to see tasks by day, week or month, with follow-ups alongside or hidden. Drag a task to another day to move its due date, or click an empty slot to create one already due at that time. On the DigiPix Flow mobile app, reps see their tasks by tab, add new ones, change status, reschedule and act on up to 25 at once.
- Day, week and month views of tasks and follow-ups
- Drag to a new day to reschedule, click a slot to create
- My, All, Overdue, Today, Upcoming and Completed tabs on mobile
- Complete, reassign or reprioritise up to 25 tasks from the phone
From a promise to a finished job, in five steps
- STEP 01
Write it down
Create the task on the record it's for, with a due time, priority and reminder.
- STEP 02
Give it an owner
Assign it to the right person, who is notified as soon as it's theirs.
- STEP 03
Get nudged
A reminder arrives before it's due, and overdue work is flagged to team leads.
- STEP 04
Finish or reschedule
Complete it, snooze it or hand it over — and undo if you change your mind.
- STEP 05
Let it come back
Repeating tasks create their next occurrence the moment the current one is done.
Tasks in a CRM vs group chats and personal to-do apps
| What it covers | Group chats and personal to-do apps |  DigiPix Flow |
|---|---|---|
| Where tasks are kept | Chat threads, notebooks and each person's own app | One shared list, linked to the record each task is for |
| Who is doing it | Whoever replied with a thumbs-up | One named owner, notified when the task is assigned |
| What's due today | Pieced together by asking around | Today, Overdue and Upcoming views for the whole team |
| When someone is away | Their tasks wait until they're back | Reassign one task or a whole selection in a click |
| Weekly and monthly jobs | Rewritten from memory, or skipped | Repeating tasks that create the next one when done |
| Late work | Found when a customer chases | Overdue alerts to the owner and team leads |
| After a deal closes | Old reminders keep going off | Its open tasks are cancelled automatically |
Task questions, answered
What's the difference between a task and a follow-up?
A follow-up is the next touch with a customer — a call, message, meeting or visit — and records an outcome when it's done. A task is any piece of work with an owner and a due date, such as sending a document or updating a price list, and it can repeat. Both appear on the calendar, and both can be linked to a record.
Which views does the Tasks list have?
All tasks, Mine, Overdue, Today, Upcoming and Done. Mine shows your open tasks, Done shows completed and cancelled ones, and any view can be filtered by status, priority, type, owner, related record or due date and saved as a view of your own.
Can I create a task from a lead or deal?
Yes. Tasks can be created from a lead, contact, company, deal or client, and they stay linked to that record, so the task page shows the record's recent activity and a click takes you back to it. Tasks can also be created from the Tasks list or from an empty slot on the calendar.
How do repeating tasks work?
Set a task with a due date to repeat daily, weekly or monthly, with an optional end date. When the task is completed, the next occurrence is created with the same owner, priority, reminder and related record. Completing one late creates only the next occurrence that's still ahead, and reopening and completing it again doesn't create a second copy.
What does snoozing a task do?
Snoozing moves the task's due time to 09:00 one, three or seven days from today. From the list you can snooze a selection of tasks by one or three days together. A toast with Undo appears straight after, in case you snoozed the wrong one.
Who is told when a task is overdue?
DigiPix Flow checks for overdue tasks every minute. The owner is alerted, and the overdue task is also flagged to up to three people in team lead or manager roles, so late work is noticed while there's still time to deal with it.
Are tasks created automatically for new leads?
Yes, by default. When a lead is assigned, a follow-up task for that lead is added to the new owner's list. It can be switched off in the lead settings. Workflows can also add a task, for example when a lead turns hot.
Can managers see everyone's tasks?
What each person sees follows their role. Reps can be limited to their own tasks, team leads to their team's, and managers can see every task in the workspace, with the same filters and views.
Can my team manage tasks on their phones?
Yes. The mobile app has tabs for their tasks, overdue, today, upcoming and completed work, and lets reps create tasks, change their status, reschedule them and open the related record. They can select up to 25 tasks to complete, reassign or reprioritise together, and task reminders arrive as push notifications.
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Give every job an owner and a due date
Talk to an expert — bring the jobs your team juggles today and see them in one shared list, assigned, reminded and finished.
- A real person, not a bot
- Bring your team's to-do lists
- See them in one shared list