Tasks with kanban, SLA and deadlines inside your customer service
A complete work manager, in the style of Asana and ClickUp, linked to your conversations, contacts and deals. What the customer asked for on WhatsApp becomes a task with an owner, due date and priority, without leaving the screen.
- views: list, board and calendar
- 3
- workflow statuses, from backlog to done
- 6
- first-action and completion targets
- SLA
What the GWhats Tasks module is
The Tasks module is a work manager built into the customer service platform. Every task has a title, description, assignees, due date, priority and status, lives in a list and can be tracked on a kanban board or calendar. Break large jobs into subtasks, chain dependencies, repeat routines with recurrence and schedule reminders so no deadline slips.
The difference is the integration: tasks can be created from a conversation, a contact record or a CRM deal, and also by automation rules. SLA policies, templates, checklists, comments, watchers, attachments and an auditable activity timeline complete the package for support, sales and operations teams that need to deliver predictably.
Everything your team needs to get work done
Professional work-management features, without switching tools.
List, board and calendar
The same data in three views: a dense table with bulk actions, a drag-and-drop kanban by status, and a calendar by due date.
Subtasks and dependencies
Split deliverables into steps with their own owner and deadline. Tasks blocked by others show a badge until the blocker is resolved.
Automatic recurrence
Daily, weekly, monthly or yearly routines. When the current task is completed, the next occurrence is created on its own, cloning assignees, list and labels.
In-app and email reminders
Scheduled alerts for you, another user or the assignees, at the date and time you choose. Each reminder fires exactly once.
Task SLAs
Targets in minutes for first action and completion, targeted by priority or list. Active, at-risk, met or breached badge on every card.
Task templates
Blueprints that pre-fill title, description, priority, list, labels, attributes and even subtasks. Standardize onboarding, tickets and quality checklists.
Checklists, comments and watchers
Team discussion inside the task, checklist items with owner and deadline, watchers who follow without owning, and attachments reused from the media library.
Task panel in the conversation
Create and track tasks next to the conversation, on the contact record or on the CRM deal. The task is linked to the record from birth.
Real-time reports
Totals by status and priority, completion rate, overdue, average cycle time, busiest assignees and SLA distribution per period.
Kanban board for the daily stand-up, calendar to plan the week
Switch between list, board and calendar without losing filters by assignee, status, priority, list, label or deadline. Cards show priority, due date, checklist and attachment counters and the blocked and SLA badges.
- Six statuses: backlog, to do, in progress, in review, done and cancelled.
- Bulk actions in list view: change status, assignee or label on many tasks at once.
- Calendar placed by due date to balance the load per day.
The customer's request becomes a task without leaving the chat
The task panel appears next to the conversation, on the contact record and in the deal detail. Tasks created there already carry the link, and automation rules can open tasks by themselves from service events.
- Link to conversation, contact, company and deal, opened with one click.
- Resilient link: if the record is deleted, the task keeps existing.
- Automatic creation by automation rules and by the Flow Builder.
SLAs and templates to operate predictably
Set time targets for first action and completion, target them by priority or list and follow each task's badge. Reusable templates seed the creation form with everything ready, including subtasks.
- SLA status: active, at risk, met or breached, reflecting the most critical policy.
- Policies and templates can be enabled or disabled at any time.
- Read-only activity timeline: an auditable trail of what changed and who changed it.
How the team's work is going, on one screen
The Reports tab aggregates in real time volume, distribution by status and priority, completion rate, overdue, on time, average cycle time, the eight busiest assignees and SLA compliance, filtered by period.
- Live lists of overdue and due-soon tasks, subtasks included.
- Date filter by creation date, to compare weeks, months or campaigns.
- Anyone who can see the task list can see the reports, no extra permission.
How it works
- 1
Create the task
From scratch, from a template or straight from the conversation, with owner, deadline, priority and list.
- 2
Structure the work
Add subtasks, checklist, dependencies, recurrence and reminders.
- 3
Track it on the board
Drag cards between statuses, filter by team and watch the SLA badges.
- 4
Measure and adjust
Use reports to find bottlenecks, reassign in bulk and review targets.