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Task Management System Stop Wasting Time on Tasks, Manage Them Smartly
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Task Organization – Organize all your tasks in one location.
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Team Coordination – Work together on calls with ease as a team.
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Priority Setting – Set priorities as soon as possible to keep on course.
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Live Updates – Stay informed and receive real-time 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
Activities are items that can be independent or tied to a ticket or a contact. There are three types of activities:
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.
- 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 the BoldDesk Task Management System—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.
- No credit card required
Use cases
Onboarding, Service Workflows & Meeting Logs Keep Tasks On Track
Onboarding new employees
Break up onboarding duties, such as assigning a laptop, installing software, holding onboarding meetings, and so on, across multiple tasks and assign them to multiple teams under a primary ticket.
Improving customer service processes
When different teams are working on a single ticket, individual tasks can be allocated to specific people and their statuses can be tracked.
Logging meeting minutes
When an agent meets with a customer about a ticket, a summary of the conversation can be logged in a meeting activity to increase transparency.
- No credit card required
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 confifurations 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.
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.
Agent-Based For small businesses
Unlimited Agents For larger businesses
Agent-Based For small businesses
Scale
Momentum
EnterpriseUnlimited Agents For larger businesses
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 your task efficiency.
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