Tasks

Last Updated: 20.01.2026

To achieve your project’s goals, you can divide all the work you have to do into specific steps and create tasks for each of them. In the task card, specify the action that needs to be performed, requirements and expected results, assignees, deadlines, and other useful information.

Last Updated: 01.12.2025

To manage tasks effectively, it is essential to keep their information up to date. You can do this by updating task data, changing statuses, tracking progress, and communicating with your team.

Last Updated: 03.07.2025

Completing a task is the final task management stage that records task outcomes. Afterward, you can store, organize, and analyze your completed task data.

Last Updated: 20.01.2026

You can update task statuses to clarify their current stages for other team members and improve interactions within your team.

Last Updated: 03.07.2025

If you need to do the same task regularly, you can set it on repeat. These tasks are saved as templates, and duplicates will appear on your board as their scheduled date and time approach.

Last Updated: 23.07.2025

To quickly find your tasks, use search filter criteria. You can also save frequently used filters to automate your search process.

Last Updated: 23.07.2025

You can monitor your tasks and their data as they progress. In this article, we will overview how to navigate to your task board, select a display mode, and view task cards and their associated data.

Last Updated: 18.08.2025

When managing projects, you need to track a multitude of tasks and interact with your team. To build your workflows effectively, you can view task history, leave comments, and attach documents to discuss them with the team.

Last Updated: 23.07.2025

Using the calendar in our CRM system, you can view tasks by date to effectively manage resources and schedule deadlines.

Last Updated: 23.07.2025

You can export tasks from SendPulse’s CRM system as a file to save key information, share it with other team members, create reports, or process it as a spreadsheet. This helps you analyze workload, allocate resources, or integrate with external systems.

Last Updated: 17.12.2025

You can add fields and tags to tasks to capture additional information. For example, you can add task type, mark it as important, and estimate labor costs to ensure effective project management.

Last Updated: 03.07.2025

Tabs help organize information within task cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.