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Sales & CRM · included in every plan

Stay on top of every follow-up.

Create, assign, and track tasks for every lead, contact, deal, and account. Never miss a follow-up with overdue alerts and a visual task board.

Updated September 2026 · From $10/user/month

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Tasks & Activities in Vedain CRM
IncludedIn every plan — no add-on pricing, no feature gates
01Create or automate — Add tasks manually or let workflows create them on triggers like deal
02Work the agenda — The daily list, overdue ticker and calendar view keep commitments visibl
03Complete and log — Done tasks stamp the record timeline so execution is visible to the who
The follow-up engine

Stay on top of every follow-up.

Tasks attach to leads, contacts, deals and tickets with due dates, priorities and owners. The overdue ticker keeps slipping commitments visible at the top of the screen, and the daily agenda turns a full pipeline into a simple ordered list of what to do next.

01Create or automateAdd tasks manually or let workflows create them on triggers like deal inactivity.
02Work the agendaThe daily list, overdue ticker and calendar view keep commitments visible.
03Complete and logDone tasks stamp the record timeline so execution is visible to the whole team.
What you get

Created by you — or by the system

Workflows create tasks automatically: deal went quiet, lead came back, ticket breached SLA. Recurring tasks handle rhythms like weekly check-ins, and completion logs to the record timeline so managers see execution, not promises.

Task board with Kanban and list views
Link tasks to any CRM record
Assign to team members with due dates
Overdue alerts and reminders
Bulk create and update tasks
Calendar view for daily and weekly planning

Part of Vedain, not bolted on

Tasks & Activities works on the same records, permissions and reports your team already uses — one platform, one price.

Leads ManagementNever lose a prospect again.Lead AutomationRoute, score, and act — automatically.Contacts & AccountsBuild lasting relationships.Deals & PipelineVisualize and close your pipeline.All 27 features

Questions

Can tasks be assigned across the team?Yes — assign to any teammate with notifications, reassign in bulk, and filter any list by owner, due date, priority or linked record type.
Do tasks show up anywhere besides the task list?Everywhere they matter: on the linked record, in the calendar, on the dashboard's overdue panel and in the cross-app task ticker.
Can workflows create tasks automatically?Yes — any of the 26 workflow triggers can create an assigned, scheduled task; the classic is "create follow-up task when a deal has no activity for 7 days."
Guides & resources

Go deeper on tasks

How to Set Up CRM Custom Workflows to Automate Repetitive Sales Tasks7 min readWhat Is an AI Agent Marketplace in a CRM and How It Automates Your Sales Process6 min read
Knowledge Base

Learn more about Tasks & Activities

Guides and best practices from our knowledge base.

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Turn it on this afternoon.

Tasks & Activities is ready in every Vedain workspace. New here? Start with tasks and grow into the rest of the platform.

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