Stay On Top of Every Task
Calendar and list views, priority levels, team assignments, due date tracking, and overdue alerts — keep your team organized and accountable.
Calendar & List Views
Switch between calendar and list view to see tasks however you prefer.
Priority Levels
Mark tasks as high, medium, or low priority with color-coded visual indicators.
Task Types
Categorize tasks as calls, emails, meetings, follow-ups, or create custom types.
Team Assignments
Assign tasks to team members and track who is responsible for what.
Due Date Tracking
Set due dates and get overdue task alerts so nothing slips through the cracks.
Contact & Deal Linking
Link tasks to contacts and deals for full context and better organization.
The Task Manager Interface
Filter tasks by status and priority, then mark them complete with a single click.
Built With Care, Down to the Details
Quick Filters
Filter by status (pending, completed), priority, assignee, or due date range.
Bulk Actions
Complete, delete, or reassign multiple tasks at once to save time.
Task Notes
Add detailed notes and descriptions to any task for better context.
Completion Tracking
Mark tasks as completed and view completion history for accountability.
Task Management FAQ
Common questions about task management in Auto Form CRM.
Yes. Create tasks and assign them to any user. Team members see their assigned tasks in their dashboard and receive notifications.
Set due dates on tasks and receive reminders as deadlines approach. Overdue tasks are highlighted in the task list and dashboard.
Yes. Link tasks to specific contacts or deals. View all related tasks from the contact or deal detail page.
Yes. View tasks on a calendar to see your schedule at a glance. Drag and drop tasks to reschedule.
Yes. Use workflow automation to create tasks with specific assignees, due dates, and linked contacts when triggers fire.
Ready to Try It?
Install Auto Form CRM and start using this feature in minutes.
Next Feature
Workflow Automation