Managing tasks and projects can feel overwhelming when your tools don’t talk to each other. Now, you can connect your task manager directly with your CRM, making it simple to create, update, and sync tasks and projects without juggling multiple apps or complicated setups.

📌 Why This Matters

Keeping your task management and customer information in sync saves you time and reduces errors. Instead of manually copying details between platforms, this connection automates the flow of information so you and your team always know what needs to be done and when.

✨ What’s New

• Instant Task Alerts: Get notified the moment a task is created or updated, helping you stay on top of important changes.
• Project and Comment Tracking: Receive updates when new projects start or comments are added, keeping your communication clear.
• Task Management Actions: Easily create, update, and organize tasks and subtasks right from your CRM, including adding comments or moving tasks between sections.
• Search and Retrieve: Quickly find tasks, projects, and comments by name or ID to keep your workflow organized and information accessible.

🛠️ How to Use It

1. Step 1: In your workflow tool, search for your task manager integration.
2. Step 2: Choose an action or trigger you want to use, like creating a task or receiving updates.
3. Step 3: Connect your task manager account by logging in through the secure login prompt.
4. Step 4: Customize your workflow by deciding which tasks or projects to sync and how notifications should be sent.

💡 Pro Tip

Use this connection to automatically turn new customer inquiries into actionable tasks, ensuring timely follow-up that helps grow your business.