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.

  • 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

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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