Pulse Tasks
Work that’s linked to where it came from.
Pulse Tasks keeps work linked to where it came from. Create a task from an email, attach it to a job or ticket, assign it, and see related tasks on every record.
Features
Assign & track
Create and assign tasks with a due date and time, type and status.
Linked to anything
Link tasks to jobs, tickets, companies or emails. Related tasks appear on each record.
Comments & attachments
Discuss a task and attach files to it.
Views & search
My, All and Completed views, search, and a taskbar that’s always on screen.
From your inbox
Turn an email into a task, and approve task completions from Pulse Mail.
Your own workflow
Admins define the task types and statuses.