TASKS THAT CREATE THEMSELVES
The job you lost was on a sticky note.
Tasks appear on their own when a call is missed, a quote goes unanswered, or a deal stalls — attached to the customer, assigned to a person, with a due date nobody had to type.
MY DAY — MARCUS
Call back Ortega Property Group
Quote opened 3×, no reply in 11 days
Auto
Return missed call — (916) 555·0148
Text-back sent automatically at 4:12 PM
Auto
Confirm Thursday estimate — D. Whitfield
Deck rebuild, 10:00 AM
Auto
✓
Return missed call — (916) 555·0148
Text-back sent automatically at 4:12 PM
What it does
A to-do list that fills itself in
The problem was never that people don't work their list. It's that half the things that should be on it never make it there.
Created automatically
A missed call, a form submission, a quote with no reply, a deal that's gone quiet — each one raises the task without anybody remembering.
Attached to the customer
Every task sits on a contact record with the full history, so nobody opens their list and wonders who this person is.
Assigned and prioritised
Route by owner, service, or territory, with priority and due dates set by the rule that created the task.
One view for the day
Everyone opens a single list — overdue first, then due today — across calls to make, quotes to chase, and jobs to confirm.
Works from your phone
Tick tasks off, call from the record, and add notes on the move, so the list is current by the time you're back in the van.
Managers can see it all
Workload per person, what's overdue, and what's slipping — without asking anyone for a status update.
Getting started
A working task list on day one
You're not designing a project management system. You're switching on rules for things that already happen.
STEP 1 — RULES
Decide what raises a task
Missed calls, new leads, unanswered quotes, stalled deals, completed jobs — pick the moments that should always get a human follow-up.
STEP 2 — ASSIGN
Route to the right person
Set who gets what by service, territory, or round-robin, with priority and due dates applied automatically.
STEP 3 — WORK IT
Open one list each morning
Overdue at the top, everything attached to the customer it belongs to, and call, text, or quote without leaving the record.
Part of your AI Employee
Task Management doesn't work alone
Most of these tasks are created by the Workflow Operator and half of them get handled by your AI Employee before a human sees them — what's left is the work that genuinely needs a person. Meet the rest of the team:
Questions
Task Management FAQ
What can create a task automatically?
Are tasks linked to customers?
Can managers see workload?
Is there a limit on tasks or users?
Somebody meant to call them back.
That was nine days ago.
Let the follow-ups create themselves and land on the right person's list — free for 14 days.