Task Management in one place
Create, manage & organise tasks for you and your team.
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Work more productively and efficiently
Vert's built-in task management tool allows you to organise and focus on what to do, who's doing it and when its done.
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No additional cost
Vert’s task management comes included with your vert subscription. No need to pay and manage separate plugins.
Add leads to tasks
Create tasks to better manage your leads and their sales journey. Tasks appear on the leads profile in their activity feed.
Assign tasks to team members
Improve efficiency by assigning tasks to your team members. They will be notified that they’ve been assigned to the task and it will appear on their dashboard.
Dashboard view
Stay on top of tasks with a personalised dashboard where you can see due, upcoming and overdue tasks
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Automatic Task Creation
Configure tasks to be automatically created and assigned to team members when new leads are created or their status has changed.
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