Simple and intuitive task management

Salesteer CRM's task management system helps you organize your projects accurately and quickly

Dividing macro-projects into task lists is the perfect solution to manage your work, and that of your team, in an agile way. With Salesteer, you can create, assign, and monitor all activities, always having a complete and detailed overview of the work done.

Create your tasks with ease

With Salesteer, creating your tasks is very easy. From any section of the CRM, you can open new ones, which will be connected to the project they belong to. When opening the task, you can title and describe the activity, assign it to one or more users, establish the task manager, date, categorize, and establish the priority.

Work in progress

Within each task, the assigned user or manager can provide an estimate of the completion time and report its status (to approve, to execute, in progress, or completed). By accessing the Task area, each user can view all the tasks assigned to them, categorized by status. This way, you can always keep track of the state of the various projects.

Clear planning

Salesteer's Tasks are the perfect solution to increase productivity and make work more efficient. Each user will have a private area with a plan of all the tasks assigned to them, divided into those in progress, to be executed, and still to be approved. This way, the employee will always have a clear idea of how to use their time in a targeted manner.