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 
Task Management Software Stop Wasting Time on Tasks, Manage Them Smartly
-
Centralized Work – Capture tasks, subtasks, calls & meetings in one workspace.
-
Context‑Aware Collaboration – Tie work items to tickets and contacts.
-
SLA‑Driven Priorities – Automate escalations and due dates.
-
Real‑Time Visibility – Track progress with Worklog and activity updates.
- No credit card required
- 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.
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.
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.
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.
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.
Everything Your Team Needs to Stay on Track
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.
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.
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.
STATUS TRACKING
Track Progress at Every Stage—Open, In Progress, or Completed
Keep tabs on whether an activity is open, in progress, or completed.
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.
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!
- Easy Onboarding
- Safe & Secure
What Our Customers Say
Write a Review
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.
Your Success Never Sleeps: BoldDesk’s Always-On Support Partner
- 24/5 expert support to help you onboard and thrive.
- Extensive documentation, tutorials, and resources.
- 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.
PRICING
Flexible Plans, Clear Pricing
Find the perfect plan for your business—no hidden costs or surprises.
Scale
Momentum
Enterprise
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
- No credit card required
- Easy setup
