Task Management Software Built for Customer Support Teams

A task management system helps your team plan, track, and complete work. BoldDesk lets you create, assign, and monitor tasks to stay organized and meet your deadlines.

Make a new task, include information like the name, description, and deadline, and then assign it to the appropriate team member.

When creating or editing a task, you can assign it by choosing the team member’s name in the assignee dropdown. When someone is given a task, they’ll be informed.

Select New Task and fill in the necessary information, including the title, description, due date, and priority. Next, hand it off to the necessary team member.

To keep you informed, BoldDesk provides real-time notifications for task updates, comments, and impending deadlines.

Comments can be included in each task, which facilitates team collaboration and communication within the task itself.

• Better Organization: Manage tasks, due dates, calls, and meetings from a single view.
• Improved Collaboration: Assign tasks, share updates, and communicate within tickets effortlessly.
• Higher Productivity: Streamline workflows so teams can focus on what matters most.

• Task Creation & Assignment: Easily create tasks and assign them to the right team members.
• Prioritization: Set task priorities so teams can focus on what matters most.
• Collaboration: Improve teamwork by communicating and sharing updates directly within tasks.
• Deadline Management: Set deadlines and reminders to ensure tasks are completed on time.
• Task Tracking: Track task status in real time and monitor progress with full visibility.

Yes, you can log when meetings are scheduled, track who attended, and record the meeting status and duration for future reference.

Calls can be logged as activities and linked to tickets or contacts. You can track the date, time, duration, and status of the call, and maintain a full record of customer interactions.