Webinar Managing Surges, Backlogs, and Angry Customers with BoldDesk. Feb 10th 202610:00 AM ET Register Now 
Trusted by companies of all sizes
What are activities?
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.
Resolve a ticket more efficiently by breaking it down into subtasks and assigning them to different agents.
Record a call summary with a customer in the context of a ticket.
Take notes on meetings with customers in the context of a ticket.
Resolve a ticket more efficiently by breaking it down into subtasks and assigning them to different agents.
Record a call summary with a customer in the context of a ticket.
Take notes on meetings with customers in the context of a ticket.
Why choose BoldDesk as your Task management System?
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.
Keep all your tasks in one location for improved organization and simpler tracking.
Easily assign tasks and communicate with your team to keep them in sync.
Organize tasks effectively to reduce delays and ensure your team can focus on delivering solutions faster.
Keep all your tasks in one location for improved organization and simpler tracking.
Easily assign tasks and communicate with your team to keep them in sync.
Organize tasks effectively to reduce delays and ensure your team can focus on delivering solutions faster.
Use cases
Onboarding new employees: Break up onboarding duties across multiple tasks and assign them to multiple teams under a primary ticket.
Perfect for Customer support task management, individual tasks can be allocated to specific people and their statuses tracked.
Increase transparency by recording meeting summaries linked to tickets.
Task Management Features
QUICK PREVIEW
Quickly open and review activities without switching pages.
LINK ITEMS
Connect tasks, calls, or meetings to a ticket or contact for better context.
INTERNAL COLLABORATION
You can also add comments and notes so agents can stay informed.
STATUS TRACKING
Keep tabs on whether an activity is open, in progress, or completed.
SET DEADLINES
Add due dates to keep your team on track and avoid delays.
ACTIVITY OVERVIEW
See all activities—tasks, calls, and meetings—in one place, tied to the ticket they support.
Streamline your workflow with BoldDesk Task Management System—featuring intelligent automation, unlimited task tracking, and seamless collaboration to boost efficiency!
We are a CRM platform based in Brazil, and we previously used a GitHub project to manage customer requests. BoldDesk has everything you could imagine in a customer service platform, including many features like APIs that we are yet to explore fully. It allows our clients to open and track tickets easily.
Excellent message management as well. Possibility of interface customization. Excellent permission management. Excellent rule management. Very comprehensive with various features. I trust in this product and I love it.
BoldDesk is easily configurable, highly intuitive, and has many features one would only expect to have in higher priced products. Their customer support is prompt and helpful.
The overall application functionality is good, UI/UX and the configurations including automations all the other services are constantly working fine. When it comes to response & resolution for a support tickets it is very satisfactory.
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.
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.
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.
PRICING
Find the perfect plan for your business—no hidden costs or surprises.
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
AI Agents
AI Copilot
AI Actions
AI ROI Calculator
SaaS
Insurance
Telecom
Healthcare
Startups
Fintech
Email Ticketing System
Shared Inbox Software
Multi Brand Help Desk
Internal Help Desk Software
Trouble Ticketing Software
Mobile Help Desk
Write a Review
Scale
Momentum
Enterprise
