TERRA-501-08Live
Work queues and bulk actions
Separate work for people from agent calls, then filter outreach calls, first calls, other calls, email replies and sales follow-ups. Select every matching task across pages; dismiss unwanted work with a reason, complete it, assign it or reschedule it. Changed tasks and calls already in progress are skipped. Dismissed work stays separate from completed work.
Also inside TERRA-501 TASKS
The rest of TASKS.
TERRA-501-01Live
Today
A daily plan with overdue tasks in a separate collapsible list. Add a task to today without changing its deadline. My tasks keeps the full work list; personal tasks stay private.
TERRA-501 TASKS
TERRA-501-02Live
Tasks with detail
Statuses, priorities, labels, a checklist, watchers and comments.
TERRA-501 TASKS
TERRA-501-03Live
Projects
Members, milestones, health and a board, and every task numbered.
TERRA-501 TASKS
TERRA-501-04Live
Quick add in plain words
"Call Gulf Marine tomorrow 11:00" becomes a task with its date and time.
TERRA-501 TASKS
TERRA-501-05Live
Linked to anything
A company, lead, deal, order, request, document, email or call.
TERRA-501 TASKS
TERRA-501-06Live
A reply closes its task
Answering an email closes the task that asked for the answer.
TERRA-501 TASKS
TERRA-501-07Live
Any list as a board
Group by status, priority, project, person or due day, and drag a card to change it.
TERRA-501 TASKS
TERRA-501-09Live
A month of tasks
Every list as a calendar: drag a task onto a day, or off it into the tray.
TERRA-501 TASKS
TERRA-501-10Live
Views of your own
Filter by priority, label, person or due day and keep it as a view in the rail.
TERRA-501 TASKS
TERRA-501-11Live
Limits and lanes
A limit on a column, folded columns, and swimlanes by project, person or priority.
TERRA-501 TASKS
TERRA-501-12Live
A task from a call
Create task on a call fills the task in from the step the call agreed: what to do, the day and hour the customer named, and the summary, for whoever owns the card. Change any of it, or start blank, without leaving the call.
TERRA-501 TASKS