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Task management

For effective customer monitoring and collaboration

Improve your team's productivity with Traction's Task Manager. This module allows you to centralize, organize, and track all your tasks, while automating reminders. No more forgetfulness or delays!

“Task List” interface displaying a table with all the tasks to be completed, along with the information needed to complete them.

Client-related tasks

List or calendar view

Customizable filters

Tasks accessible on mobile

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Focus on tasks

Tasks in a real context

The basic idea of ​​a CRM is to organize and implement rigorous tracking mechanisms. Every customer interaction must lead to the next step in the sales process. Therefore, it's essential to have an effective task system that allows team members to plan their actions (calls to make, emails to send, etc.) and then track them via a calendar or notifications. Traction makes everything user-friendly and becomes the perfect assistant to increase your conversion rate as a salesperson.

Task list interface displayed on a computer and a phone. On the computer screen: a table listing tasks with creation date, description, and task card. On mobile: a simplified display with only the task card. The list can be filtered.
To-do list

  • Create tasks easily

  • Quickly view priority tasks

  • Quickly view overall information

  • View your tasks on the mobile app

  • Subscribe to tasks to track them

  • Filter the list to your liking

  • Customize card labels

Tracking tasks in a calendar

  • Customize your icon

  • Quickly view assigned user's

  • Color-code tasks

  • Filter the information that interests you

  • Plan your day efficiently

Calendar interface displaying tasks to be done or completed by day. Filterable view by day, week, month, or year.
Calendrier des tâches
Task creation interface: a client is selected and their existing tasks are displayed on the right

EASY & FAST TRACKING OF CUSTOMER TASKS

Tasks between departments

Our philosophy is based on the principle that communication between two departments must be tracked and leave traces. This is why we do not integrate a chat feature. Our system works by tasks. It is possible to assign tasks to specific departments or users. In addition, you can subscribe to a task to be notified when it is completed. This module allows you to easily track and update yourself as they are completed. Managers also have access to a supervision module to ensure that employees are up to date on their tasks.

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