Turn CRM Information Into Actionable Work
A CRM becomes more useful when it helps your team act on the information inside it. Relecca task management connects everyday work to companies, contacts, leads, and sales opportunities.
Actionable Operational Tasks
Empower your team with task context that connects to CRM records.
- Explicit Ownership: Assign tasks to specific owners or multiple team members.
- Task Board: Move tasks across your own workflow steps on a drag-and-drop board.
- Task Hierarchy: Create nested checklist subtasks underneath parent goals.
- Flexible Grouping: Group the board by status, company, deal, assigned user, or due date.
- Dynamic Context: Click into any task to view the related company, contact, lead, or deal.
Work That Knows Which Customer It Belongs To
A CRM becomes useful when it helps your team act on the information inside it, rather than storing information about actions taken elsewhere. Tasks in Relecca attach to the record that prompted them.
- Link tasks to companies, contacts, leads and deals.
- Open a record and see everything outstanding against it.
- Spot stalled accounts through the work nobody has picked up.
- Hand over a task without a briefing, because the context travels with it.
The Fields That Keep a Task List Honest
Task systems decay when every due date is aspirational and nobody knows who owns what. A small, well-used set of attributes keeps the list meaningful enough that people trust it.
- Ownership: one named team member accountable for the next step.
- Status: the workflow step the task is in, using steps you configure.
- Time: hours tracked against the task, visible on the task itself.
- Due dates: a real deadline, or none at all.
Break Larger Work Into Steps
Onboarding a client or preparing a proposal is one commitment made of several actions. Splitting it into separate top-level tasks fragments the commitment; leaving it whole hides the progress.
- Parent and child task relationships for multi-step work.
- Subtask checklists that show progress without losing the single owner.
- Workflow steps connecting tasks to a defined business process.
- Custom fields to capture whatever your process needs to record.
Views Your Team Returns To
Most task management happens through a handful of recurring questions: what is mine, what is overdue, what is unassigned, what is blocked. Saved filters turn those into one click instead of a rebuilt search.
- Saved filter configurations for recurring work-management scenarios.
- Filter by owner, status, due date or linked record.
- Configurable columns so different roles read the same list differently.
- Column presets, so each person can keep the layout that suits them.
Ready to configure Task Management?
Get started in minutes. Import your Excel spreadsheets or invite your team.
Compare plans and pricing, or read our CRM guides.
Define the steps a task moves through. Each step becomes a column on your task board.
Gather the customer's background and requirements.
Work on the task and log time against the customer or deal.
A colleague checks the work before it is handed over.
Task completed. Cards in this step count as finished on the board.