Tasks
Tasks that sit next to the record they belong to
In Müşavir a task never floats on its own: the customer, sale or invoice it was opened for is shown on the task. The weekly board shows who is working on what, monthly routines are defined once, and finished work shows up in the report.
Get startedTo do
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September VAT preparation
Recurring · monthly
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Call Ege Packaging about the quote
Linked quote · Friday
In progress
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Review Koray Logistics dispute
Linked reconciliation · Selin
Done
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New hire onboarding
Template · 6/6 steps
Why follow-up breaks down
- Tasks live in chat groups and notebooks, and who owns them is forgotten.
- Finding which customer or invoice a task was about means clicking through separate screens.
- The same monthly jobs (VAT preparation, payroll, reconciliation) have to be remembered from scratch every month.
- At the end of the week, what was done and what slipped is answered with a guess in the meeting.
A repeatable plan tied to your records
Tasks are laid out in columns on a weekly board and linked to records such as customers, leads, sales, quotes and invoices. A record's detail page lists its tasks, and each task links back to the record. Recurring tasks follow the calendar, and templates are created in one click.
- Weekly board, labels, members and comments
- Links to CRM, sales and accounting records
- Recurring tasks and multi-task templates
- Completed, overdue and open task reports
How it works
- 1
Open a task
Enter a title, owner, due date and priority, and link the task to the related customer, sale or invoice.
- 2
Work it on the board
Move the card between columns and add comments and labels. The assignee and members get an email notification.
- 3
Set the repeat
Define daily, weekly or monthly work once, and the tasks open themselves on the day.
- 4
Report on the week
See completed, overdue and open tasks by person and label on the report screen.
Everything task follow-up needs
- Weekly board
- Cards arranged by week, drag-and-drop status changes, priority and due date.
- Linked records
- Link a task to a customer, lead, sale, quote, invoice or another task, and reach it from both sides.
- Members, labels and comments
- Multiple members, coloured labels and a comment thread on each task; every change is kept in the task history.
- Recurring tasks
- Define a daily, weekly or monthly rule, and tasks are created in the morning when they are due.
- Multi-task templates
- Turn checklists such as onboarding, month-end close or new client setup into a set of tasks in one click.
- Reports and notifications
- Completed and overdue work by person, label and date, plus email notifications for assignments and comments.
Where the AI helpsEarly access
The operations assistant opens tasks for you
The operations assistant and automations create tasks from events in your records. Task creation stays internal; anything sent outside still waits for your approval.
- Opens preparation tasks for the sale when a quote is accepted.
- Creates a collection task when an invoice is more than 15 days overdue.
- Answers "Who has overdue work this week?" with a task list.
- Summarises a long comment thread and suggests the next step.
AI assistants are in early access and are being switched on for accounts gradually. Until then the AI quota cannot be used; every other module works with your plan straight away.
Frequently asked questions
Which records can a task be linked to?
Records across the platform, chiefly customers, leads, sales, quotes, invoices and other tasks. The linked record's detail page lists its tasks.
How are recurring tasks created?
You define the rule once (for example, the 20th of every month). On the day, the task opens in the morning and the owner is notified.
What is the difference between a template and a recurring task?
A recurring task reopens one job on a schedule. A template creates several steps at once whenever you choose, for example six tasks for a new hire.
Do team members see only their own tasks?
You set the scope: a member can see only their own tasks or every task in the company. Owners and admins see everything.
Help and recent changes
- A morning email with the day ahead
Team members receive a morning email summarising their own day.
- Appointment reminders go out at the right time
The time zone error in appointment reminder emails was fixed.
Related
CRM →
Customer and lead records, assignment rules and first-response time on one screen.
Sales and services →
Sale records, service status flow, instalment reminders and payment tracking.
Business owners →
Cash, receivables, pipeline and team on one panel; ask your records directly.
Agencies →
Retainer invoices, project tasks and messages from social channels in one place.
Month-end close →
A step-by-step month-end checklist, from bank matching to VAT and reconciliation.
Security →
Infrastructure, tenant isolation, encryption, access control and audit trail.
Accounting firms →
The firm's own work: per-client tasks, monthly templates, document requests and fees.
Move this week's work onto the board
Set up your first recurring task and watch it open itself next month.
Get started