Plan your day.
See overdue work, today’s deadlines, and tasks you’ve picked for today in My Day. Use priorities and filters in My Work to focus the rest of your list.
Tasks
Know what’s next. Get it done.
When you promise a customer a call or a revised quote, make it a task. Set a due date, choose who will handle it, and keep the customer record one click away.
YOUR DAY2 to do
My Day.
Overdue 01
Send the revised quote
YesterdayMehta Stores · Quote
Today 01
Call Aarav
11:00 AMAarav Mehta · Contact
Tasks linked to your CRM
Know what the follow-up is about.
Create and manage tasks from a conversation, deal, or quote. Link the work to the relevant customer record, so the details are close when it’s time to act.
THE CUSTOMER
Mehta Stores
Aarav is waiting for a revised quote after yesterday’s site visit.
See customer contextTHE NEXT STEP
Send the revised quote
- Owner
- Maya Sharma
- Due
- Yesterday, 2:00 PM
- Linked to
- Mehta Stores · Quote
Illustrative customer scenario. A task can have one primary CRM link.
Planning your day
See what needs doing today.
Keep the details handy.
Add a checklist, set a reminder, and discuss the task in comments. Activity history shows what changed, so the next person can catch up.
Set work to repeat.
Set a daily, weekly, monthly, or selected-weekday schedule. When you complete a recurring task, WRKZY creates the next one.
Make blockers visible.
Mark a task blocked and explain what’s holding it up. Give the team a clear starting point for helping you move it forward.
Working with your team
Make ownership clear.
Assign a task to someone who reports to you, or ask a colleague to take it on. A request stays your responsibility until they accept.
Assign the work with a due date.
Tasks assigned to configured direct reports enter their workload. The Team view helps you spot overdue or blocked work and decide where to help.
Assigned → In their workload
Ask a colleague to take it on.
Send a request to a peer. They can accept, decline, or suggest another due date. The task remains your responsibility until they accept.
- AcceptEnters their workload
- Suggest a dateYou review the new date
- DeclineReturns to your work
One owner. Help from the team.
Add collaborators when the work needs more people. Teammates can follow the task while responsibility stays with its owner.
FAQ
A few useful answers.
No. You can create a task without a CRM link. Add one when a contact, company, conversation, deal, or quote helps explain the work.
Members with configured direct reports. Workspace admin access alone does not make someone everyone’s manager.
Personal describes who owns the work. Standard tasks use workspace-wide visibility; they are not a private to-do list.
An inbox follow-up marks when to return to a conversation. A task holds a piece of work with its own owner, status, and details, and can link to that conversation or another customer record.
Try Tasks
Start with a follow-up
you owe.
Add it to WRKZY with a due date and the customer record, so it is there when you need it.
Start free trial14-day Growth trial · No card required