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.
What you get
- 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
The follow-up engine
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.
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.
Frequently asked 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."
Tasks & Activities, included in one flat price
Every Vedain feature from $10 / user / month. No add-ons, no tiers.