Task Management Software to Keep Every Follow-Up on Track
Create, assign, and track every task in the same CRM where your deals and projects live. KudosCRM gives your team complete task management with priorities, checklists, recurring schedules, and reminders, plus five ways to see the work and a My Day view that ranks what to do now. Every follow-up stays attached to the deal, contact, or project it belongs to.
The Short Version
What is task management software?
Task management software helps a team create, assign, schedule, and track work so nothing depends on someone remembering it. It handles priorities, due dates, reminders, and progress.
In KudosCRM, every task also links to the deal, contact, or project it serves, so the follow-up keeps its context and the record shows what was promised and what got done.
The Problem
The Follow-Up Lives in a Notebook, the Deadline in Someone's Head
Work promised on a call gets written somewhere the CRM cannot see. The deal moves on, the note does not, and the customer is the one who notices.
- ✕Follow-ups scattered across notes, chats, and a separate to-do app
- ✕No link between the task and the deal it was promised on
- ✕Overdue work only surfaces when a customer chases it
How KudosCRM Handles It
One Loop: Create, Remind, Complete, on the Record
The task is created where the promise was made, reminds you across the channels you actually watch, and writes itself back to the customer's timeline when it closes.
- ✓Every task carries the deal, contact, or project it belongs to
- ✓Reminders reach you in-app, by web push, and on Google Calendar
- ✓Completion writes to the timeline and feeds the productivity report
The Task Loop
Run Every Follow-Up from Promise to Proof in One Place
Task management works best as a loop the whole team runs the same way, not a pile of personal lists that only their owners understand.
Step 1
Create in context
Add the task on the deal, contact, or project, or let a workflow or a meeting follow-up create it for you.
Step 2
Organize
Set priority, due date, and assignee. Start from a template and the default turnaround sets the due date on create.
Step 3
Remind
Reminders fire in-app, by web push, and on Google Calendar, so the 2 pm follow-up shows up at 2 pm.
Step 4
Work & complete
Run the day from My Day or the board, drag work through statuses, and close it on the record.
Step 5
Repeat & report
Recurring tasks create their next instance on completion, and every task feeds the productivity report.
Inside the Task System
Manage Every Task in One Place: Tasks, Checklists, Recurrence & Reminders
A to-do list is easy. Keeping every follow-up attached to the customer it belongs to, on a schedule that repeats itself, is the part most tools drop.
Tasks tied to deals and projects
A task is not a floating to-do. It links to the deal, contact, company, or project it belongs to, and it lands on that record's timeline when created, completed, or cancelled. The history of what was promised and done stays with the customer, not in an inbox.
Task managementChecklists & templates
Break a task into a checklist with live progress: onboarding steps, QA passes, or contract reviews. Task types and templates carry their own fields and a default checklist, and the default turnaround time sets the due date the moment the task is created.
ChecklistsRecurring tasks
Set a task to repeat daily, weekly, or monthly. Complete one, and the next is created automatically, so the weekly client check-in and the monthly report never depend on someone remembering to re-create them.
Recurring tasksReminders that reach you
Add a reminder time and KudosCRM notifies you in-app, by web push, and on your Google Calendar. The follow-up surfaces at the moment you set, whichever screen you are on.
RemindersFive views & My Day
Work from a grouped list, a drag-and-drop board, a calendar, or a timeline. Or open My Day: a ranked view of what to do now, ordered by priority and due date across every deal and project, with smart buckets for overdue, today, upcoming, and completed.
Task viewsComments, @mentions & AI summary
Discuss the task on the task, with threaded comments, @mentions, and reactions. Slash-commands handle the busywork: /due, /assign, /done, and /log. When a thread runs long, an AI summary catches a new teammate up without reading fifty comments.
CollaborationTime on a task
Set an estimate and log the minutes actually spent, so you can compare planned effort against what the work really took, per task and per person.
Time trackingBulk actions & productivity reports
Complete, reopen, tag, or clear many tasks at once, with one-click undo. A per-person report shows created, completed, overdue, and completion rate for the window you pick.
Task reportsGo Deeper
Related features
What Happens After You Create a Task?
Four things happen without anyone chasing them.
It lands on the record
The task appears on the timeline of its deal, contact, or project, where the whole team can see it. Nobody asks “was this promised?” because the record answers.
Reminders fire where you are
In-app, web push, and Google Calendar all carry the reminder, so the follow-up surfaces at the right time on whichever tool you have open.
Routine work re-creates itself
Recurring tasks generate their next instance the moment you complete the current one, on the daily, weekly, or monthly schedule you chose.
The report counts it
Every created, completed, and overdue task feeds the per-person productivity report, so the team's follow-through is measurable, not anecdotal.
What's Actually in the Box
Everything Task Management Gives You
Live today, unless marked Soon — roadmap items are shown honestly rather than hidden.
Task essentials
Priorities: urgent / high / medium / low
Statuses: open / in-progress / completed / cancelled
Start and due dates, assignee, description, and tags
Custom fields (typed, built in Studio, the KudosCRM field builder)
Archive and restore (soft delete)
Repeatable work
Checklists with live progress (the “subtasks” on a task)
Recurring tasks: daily, weekly, or monthly, repeating on completion
Task types and templates: fields plus a default checklist
Default turnaround sets the due date on create
Nested parent/child subtask tree Soon
SLA clock with breach and escalation Soon
Stay on top
Reminders: in-app, web push, and Google Calendar sync
Overdue at a glance (the real deadline signal)
Smart buckets: overdue / today / upcoming / completed
My Day: a ranked view of what to do now
Five views: list, board, calendar, timeline, and My Day
Collaborate
Watchers: creator and assignee auto-follow
Comments with @mentions and reactions
Slash-commands: /due, /assign, /done, /log
AI thread summarize
File attachments
Tied to the CRM
Link a task to a deal, contact, or company
Timeline writes on create, complete, and cancel
Per-task time tracking: estimate and logged minutes
Deal-stage snapshot captured at creation (for reporting)
Tasks created by workflows and by meeting follow-ups
Manage at scale
Bulk complete / reopen / delete, with undo, plus bulk tag
Saved views for the filters you run every day
Per-agent productivity report: created / completed / overdue / rate
CSV export of the productivity report
Change history on every task (the audit trail)
See It in the Product
From Promise to Proof
The same three moves every day: capture the follow-up where it was promised, work the ranked list, and let the record keep the receipt.
Create the Task Where the Promise Was Made
Add it on the deal or project, or let a workflow or meeting follow-up create it for you, with the template's checklist and due date already set.
Run the Day from One Ranked List
Open My Day and work top to bottom. Overdue sits where it cannot be ignored, reminders fire across your channels, and the board is one click away for the team view.
Close It, and the Record Remembers
Complete the task and it writes to the timeline, feeds the productivity report, and, if it recurs, creates its own next instance.
Task Management Software for Different Industries
Every industry follows up differently, but the failure is the same: the promise outlives the note. KudosCRM works as CRM task management that keeps each industry's follow-ups on the record they belong to.
Work Your Tasks with the Tools Your Team Already Uses
KudosCRM connects with tools like Gmail, Outlook, Slack, Chatra, Crisp, Google Calendar, and Zoom, so reminders reach your team where they work and the emails and meetings behind every follow-up stay on the same customer record.
See All Integrations
FAQ
Frequently Asked Questions
Track the Work
Put Every Follow-Up on the Record It Belongs To
Create the task where the promise was made, get reminded where you actually work, and let the record keep the proof. 14-day free trial, instant setup.