Task Management Software
Stop Wasting Time on Tasks, Manage Them Smartly
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Centralized Work – Capture tasks, subtasks, calls & meetings in one workspace.
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Context‑Aware Collaboration – Tie work items to tickets and contacts.
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SLA‑Driven Priorities – Automate escalations and due dates.
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Real‑Time Visibility – Track progress with Worklog and activity updates.
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No credit card required
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Cancel anytime
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No credit card required
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Cancel anytime
Trusted by companies of all sizes
What are activities?
Track Every Interaction—Tasks, Calls &
Meetings in One Unified System
Resolve tickets more efficiently by breaking them down into subtasks and assigning them to different agents. With IT help desk task tracking, you can log calls, record meeting notes, and manage tasks all in one place.
Tasks
Resolve a ticket more efficiently by breaking it down into subtasks and assigning them to different agents.
Calls
Record a call summary with a customer in the context of a ticket.
Meetings
Take notes on meetings with customers in the context of a ticket.
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No credit card required
Why choose BoldDesk as your Task management System?
Streamline, Centralize, and Elevate your
Task Management in a Single Platform
Transform the way you manage work with BoldDesk, a seamless solution for organizing tasks and tracking progress. Designed to centralize workflows, enhance collaboration, and ensure efficiency, it’s the ultimate tool to keep teams aligned and projects on track.
Centralized Task Management
Keep all your tasks in one location for improved organization and simpler tracking.
Collaboration Made Simple
Easily assign tasks and communicate with your team to keep them in sync.
Increase Productivity
Organize tasks effectively to reduce delays and ensure your team can focus on delivering solutions faster.
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No credit card required
Use cases
Onboarding, Service Workflows & Meeting Logs Keep Tasks On Track
Onboarding New Employees
Break up onboarding duties across multiple tasks and assign them to multiple teams under a primary ticket.
Improving Customer Service Processes
Perfect for Customer support task management, individual tasks can be allocated to specific people and their statuses tracked.
Logging Meeting Minutes
Increase transparency by recording meeting summaries linked to tickets.
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No credit card required
Everything Your Team Needs to Stay on Track
Activities module
Tickets and activities can be linked. Related activities can be found on a ticket’s Details page under the Activities tab. Activities can be allocated to different agents, rather than the same one, and their statuses enable activity tracking.
Tasks
When several teams collaborate on a single ticket, any number of tasks can be added to the ticket and assigned to separate agents.
Features that enhance task module:
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Delegate responsibilities to various agents.
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Set due dates for tasks.
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Get email notifications whenever there are updates to a task.
Calls
Record phone calls and track customer interactions to provide context to your teams.
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Keep track of when a phone call was made.
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Record the duration and status of the call.
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See all call activities across the organization on a single page.
Meetings
Capture meeting minutes and track customer interactions to give full context to your teams.
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Monitor when meetings are scheduled and which participants attend them.
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Log meeting duration and current status.
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View all meeting activities across the organization on one dashboard.
Task Management Features
Simplify Task Handling Across the
Entire Support Workflow
Quick Preview
Glance Through Task Details Without Leaving Your Current View
Quickly open and review activities without switching pages.
Internal Collaboration
Keep Agents Aligned by using Comments and Notes Right Inside the Ticket
You can also add comments and notes so agents can stay informed.
Set Deadlines
Stay on Schedule by Setting Clear Due Dates for Each Ticket
Add due dates to keep your team on track and avoid delays.
Link Items
Easily Connect Related Tasks, Meetings, and Calls for Full Context
Connect tasks, calls, or meetings to a ticket or contact for better context.
Status Tracking
Track Progress at Every Stage—Open, In Progress, or Completed
Keep tabs on whether an activity is open, in progress, or completed.
Activity Overview
Get a Centralized View of All Tasks, Calls, and Meetings Linked to Tickets
See all activities—tasks, calls, and meetings—in one place, tied to the ticket they support.
Think Switching is Hard? We’ll Migrate You for Free!
Streamline your workflow with BoldDesk Task Management System—featuring intelligent automation, unlimited task tracking, and seamless collaboration to boost efficiency!
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Easy Onboarding
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Safe & Secure
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Easy Setup
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Safe & Secure
Awards
What Our Customers Say
Your Success Never Sleeps: BoldDesk’s Always-On Support Partner
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24/5 expert support to help you onboard and thrive.
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Extensive documentation, tutorials, and resources.
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Dedicated assistance for resolving issues proactively.
Stay Connected Wherever You Are With Our Mobile App
Download our iOS or Android app to manage your conversations on the move. Easily receive and respond to messages across all channels using the app.
Frequently Asked Questions
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.
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Features and Benefits
Recent Activities in Task Management System
Tutorials and Blogs
Explore expert insights and best practices for activity management and task workflows. Stay updated on the latest trends to enhance efficiency with task management for customer support teams.
Test out all the features of BoldDesk
Start your 15-day free trial with instant access
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No credit card required
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Easy setup
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80% AI Agent Automation
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100+ Rich Features
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No credit card required
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Easy setup
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80% AI Agent Automation
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100+ Rich Features
