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Tasks
Task tables with priorities, templates, series, reminders and automation triggers on completion.
WHAT IT DOES
Tasks
Tasks are structured tables with priorities, templates and series, so recurring work doesn't need to be recreated every time.
Completing a task can trigger an automation, chaining follow-up work automatically instead of relying on someone remembering the next step.
FEATURES
What's included.
- Priorities, templates and recurring series
- Reminders per task
- Automation triggers on completion
- Linked to any record across the CRM
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