Tasks
Tasks assigned to you and your team
Team & active deals summary ▾
My Team
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Active Deals
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| Task Title | Status | Priority | Assigned To | Due |
|---|
Deal Pipeline
A Kanban-style board for tracking deals. Only Admins can move a deal to a new stage.
Outreach Tracker
Track early product pitches without cluttering formal forecast models
Campaigns
Multi-step outreach. Each step becomes a task; the wait starts when you mark it Done.
Wait = days to wait after that step is marked Done, before the next step. Use {{name}} or {{first_name}} in the message.
Master Identity Registers
Central core directories tracking structural neutral entities and contacts
Neutral Master Entities
Master Contacts Ledger
Master Offerings
Payable Task Templates
Each row = one revenue type under an engagement (e.g. "Meeting", "POC"). Add consultant lines (Tier 1/2/3) after creating.
Master Consultants
Live Engagements
Requirements & Partner Exploration
Needs identified before a partner is locked. Add candidates, then Accept one to spawn a real Engagement.
Settings
Org-wide configuration. Admin only.
Timezone
Used to convert timed task due-times into the correct UTC instant on the calendar feed. Any IANA timezone name (e.g. Asia/Kolkata) — validated server-side.
Deal Stages
Each stage belongs to a board column (multiple stages can share one column). The stage whose name matches its own column name exactly is the "landing stage" — what a card gets set to on drag-drop or Promote.