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Task management CRM that connects each task to a customer

Add a task from a customer, project or quote and the task is connected to it for you. Whoever does the task sees who it is for and the day and time it is due, without asking.

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Team tasks in CIPHER CRM

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    192+ CIPHER teams

Team tasks are how CIPHER CRM does task management, with each task connected to the customer, 📋 project, quote or bill it is for.

Every task has a start and due date with a time, a checklist, files and 🔔 reminders, and customers can ask for work from their portal.

On the task board, done and cancelled tasks start folded away, so your team first sees the work still to do. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

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Definition

What is a task management CRM?

A task management CRM is a CRM where to-dos live next to the customers and deals they are about, instead of in a separate app. Each task can point to a record, so anyone who opens it knows the context. In CIPHER CRM you can also create a task straight from a record's Tasks tab, already linked.

CIPHER CRM keeps tasks inside the same system as your leads, customers, projects and sales documents. A task can be linked to a lead, customer, project, proposal, estimate, invoice or credit note, or created from that record's own Tasks tab so the link is already filled in. Each task carries a full start and due date with time, plus tabs for Details, Checklist, Attachments, Reminders and an Activity log. You can see tasks as a list or as a Kanban board grouped by status, where the Done and Cancelled stages start collapsed so finished work stays out of the way. Filters include Assigned to me, Created by me, Public, Pinned, assignee, status, tag, the related record and a date range. Clicking a day on the calendar opens a new task already set to that date, and customers can send task requests from their portal. CIPHER CRM is rated 4.8 out of 5 and has been built by CIPHER Craft Pvt. Ltd. since 2018.

Team tasks in CIPHER CRM
The problem

What happens without team tasks

Someone writes "call about the quote" on a sticky note, and a week later nobody knows which quote or which customer it meant.

Tasks live in a to-do app that has no idea about your customers, so you keep switching screens to find the context.

Finished and cancelled jobs pile up on the board until nobody can see what is still open.

A task is "due Friday" but there is no time on it, so the morning meeting and the evening call look the same.

Clients ask for work over the phone or in chat, and those requests never make it onto anyone's list.

What slips without Team tasks
Capabilities

What you can do with team tasks

  • Link a task to any record

    Point a task at a lead, customer, project, proposal, estimate, invoice or credit note, or create it from that record's Tasks tab so the link is set for you.

  • Set a start and due time, not only a day

    Every task takes a full date and time for both start and due, so a 10 a.m. site visit and a 5 p.m. callback are clearly different.

  • Break the work into steps

    Each task has its own checklist, so a job with several parts can be ticked off step by step and assigned item by item.

    crm checklists

  • A board that hides what is done

    On the Kanban board by status, Done and Cancelled stages start collapsed, so the open work is what you see first.

    kanban board crm

  • Find the right tasks fast

    Filter by Assigned to me, Created by me, Public, Pinned, assignee, status, tag, related record or date range to cut the list down in a click.

    crm date filter

  • Let customers ask for work

    Clients can submit task requests from their portal, so a request lands in the CRM instead of getting lost in a phone call.

    client task request portal
Why CIPHER

Why team tasks are better in CIPHER

Most to-do tools know nothing about your customers, and most CRMs treat tasks as an afterthought. We made the task the thing that connects the two.

  • Context comes with the task

    Because every task can point to the record it belongs to, the person picking it up does not have to ask what it is about.

  • Start from where you already are

    Creating a task from a customer, project or invoice fills in the link for you, so there is less typing and fewer loose tasks.

  • Reminders and checklists built in

    Every task has its own Reminders and Checklist tabs, so you do not need a second app to nudge people or track the steps.

  • Part of every plan

    Task management is included for every workspace. There is no separate tool to buy and nothing to connect.

How it works

How team tasks work in CIPHER CRM

  1. Open the record

    Go to the lead, customer, project or document the work is about and open its Tasks tab, or start from the Tasks page.

  2. Add the task

    Give it a name, assignees, tags, and a start and due date with time. From a record, the link is already filled in.

  3. Add steps and nudges

    Build a checklist for the parts of the job, attach any files, and set a reminder if someone needs a nudge.

  4. Work the board

    Move the task to the next status as the work goes on. Finished and cancelled tasks drop into stages that start collapsed.

In action

Team tasks in action, by industry

Real Estate

An agent creates a task from the lead's Tasks tab to send floor plans by 4 p.m., so anyone opening it sees exactly which buyer it is for.

Healthcare

A clinic manager filters tasks by the related customer to see every open follow-up for one patient account before they call back.

Manufacturing

A sales coordinator links a task to an estimate with a checklist for drawings, sample approval and price check, and assigns each step to a different person.

Legal

A law firm schedules a task with a start and due time for a document review, and a reminder set for that morning nudges the associate.

Technology

A software agency lets clients send task requests from the portal, so change requests arrive in the CRM instead of scattered emails.

Financial Services

An advisory team links a task to an overdue invoice so the person chasing payment has the invoice one click away.

Compare

Team tasks: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Knowing what a task is about Linked to the lead, customer, project or document A line of text with no link to anything Often linked to a contact or deal only
Due dates Start and due date with time A date in a column, if someone fills it in Often a due date only
Steps inside a task A checklist with items assigned to people Notes in the same cell Sometimes a paid extra
Keeping the board clean Done and Cancelled stages start collapsed Old rows pile up until someone deletes them Finished tasks mixed in with open ones
Requests from clients Clients submit task requests from the portal Phone calls someone has to remember Usually needs a separate form tool
Team tasks

See team tasks in action

Give one piece of work to a teammate, set the due date and time, and connect it to the customer it is for. The linked record travels with the task, so the context is always one click away.

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Why it's worth it

What team tasks change for your business

See how CIPHER CRM solves this

Fewer "what was this about" questions

The linked record travels with the task, so the context is always one click away.

Deadlines people actually meet

Times on start and due dates, plus reminders, mean the right person knows when the work is due.

A clear view of open work

Collapsed Done and Cancelled stages and sharp filters keep attention on what still needs doing.

Client requests that do not slip

Requests from the portal land as tasks, so nothing depends on someone remembering a phone call.

Ready when you are

See team tasks on your own data

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Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Team tasks frequently asked questions

FAQ

Team tasks - your questions answered

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What can a task be linked to in CIPHER CRM?

A task can be linked to a lead, customer, project, proposal, estimate, invoice or credit note. You can pick the record when you create the task, or open that record's Tasks tab and create the task there so the link is filled in for you.

Can I set a time on a task, not only a date?

Yes. Tasks in CIPHER CRM take a full date and time for both the start and the due date. That makes it easy to tell a morning visit from an evening call, and reminders on the task fire when they are due.

Is there a Kanban board for tasks?

Yes. Tasks can be shown as a list or a Kanban board grouped by status. The Done and Cancelled stages start collapsed, so the board opens on the work that is still open and you are not scrolling past finished jobs.

Can a task have its own checklist?

Yes. Every task has a Checklist tab where you add the steps of the job. Items can be assigned to different teammates and reordered, and the task also has tabs for attachments, reminders and a full activity log. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Can customers send us task requests?

Yes. Customers can submit task requests from the CIPHER CRM customer portal. The request comes into the CRM as a task, so your team can pick it up without copying it over from an email or a phone note. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

How do I see only my own tasks?

Use the Assigned to me filter. You can also filter by Created by me, Pinned, status, tag, related record or date range, and combine them, so you can see your tasks for one customer this week in a couple of clicks.

Can I create a task from the calendar?

Yes. Click a day on the CIPHER CRM calendar and create a task from there. The new task is already filled in with the day you clicked, and its due date then shows on the calendar with your other records.

Glossary

Team tasks terms, defined

  • Related-to record

    The lead, customer, project or document a task is about, linked so the context stays with the task.

  • Due date and time

    The exact day and hour a task should be finished, not only the day.

  • Collapsed stage

    A board column that starts folded up, used for Done and Cancelled tasks so they do not crowd open work.

  • Task request

    A piece of work a customer asks for from their portal, which arrives in the CRM as a task.

For your industry

See team tasks in your industry

All 31 industries

Logistics & Transportation

Freight enquiries chased on time

Healthcare

Every patient call-back remembered

Financial Services

KYC papers filed, expiry dates flagged

Real Estate

Site visits to bookings, all tracked

Ecommerce & Retail

Repeat buyers known by name and history

Education

Each admission enquiry followed up

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