Views
Tasks in list, board, table and calendar views for admins, leads as a table, board or follow ups, and deals as a board or sales view.
Switch views, keep the data
Admins can open tasks as a list, a board, a table or a calendar. Leads come as a table, a board or a follow ups view, and deals as a board or a sales view. Every view reads the same records, so a change in one appears in all of them.
The right view for each job
Use a table when you need detail, a board when you want to move work forward and a calendar when dates matter. Team members get a simple list of their own tasks, so they open Co-hub and start working.
What you can do
Task views
List, board, table and calendar views for admins.
Lead views
A table, a board and a follow ups view.
Deal views
A board by stage and a sales view.
Calendar view
Tasks placed on their due dates.
Same records everywhere
A change in one view shows up in every other.
My tasks list
Team members see their own tasks in a simple list.
Explore other modules
Questions about this module
Is this module included in every plan?
Plans are built around the modules your team needs. Talk to us and we will include what fits.
Can it be customised for our process?
Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.
What if a feature is marked coming soon?
It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.
See this module with your own data
Book a demo or create your workspace now.