Hubz.

Daily work / Tasks, activities and ownership

Task tracking and Kanban boards

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

PRODUCT VIEW

See how it works.

After a conversation, everyone may believe they remember what needs doing. Progress requires a visible next action. Hubz task lists and Kanban organize daily work while activities preserve customer-relationship context. The team can find both the task title and the reason for doing it in the same system.

Hubz.Workspace / Tasks and KanbanDK
EXPLORE THE PRODUCT

Tasks and Kanban

Sample view

New2

Task listsCustomer conversation
DKSample record
Kanban viewCustomer conversation
DKSample record

In progress1

Kanban viewPreparing the proposal
EDSample record

Completed1

Activity recordsTeam review
CYCompleted
01Make the task specific
02Organize daily work
03Update progress
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

DETAILED FEATURE GUIDES

Explore the features in this module.

Task recordsManage task title, description, status, priority, date, category and assignee alongside related CRM records.Kanban and board viewsAssess sales opportunity stages and task progress on their respective screens using boards or lists.Action notificationsReview unread task, email, meeting, event and system items in a current action view.Task attachmentsAttach images and supported documents to a task, with upload progress, file size and eligible previews visible.Google Drive task filesLink task attachments to work records through configured Google Drive storage, with visible file-size and daily upload limits.

FROM NEED TO OUTCOME

Where this helps.

Work left in meeting notes, promises made in chats and personal to-do lists do not give the team a shared status. It may be unclear whether a task is waiting, completed or needs a particular person’s attention.

WHAT YOU CAN WORK TOWARDS

Make follow-up visible, with a clear owner, priority and current status.

STEP BY STEP

How to use it.

  1. 01

    Make the task specific

    Define the next action as a task. Give it a title and description clear enough for a teammate to understand what completion requires.

  2. 02

    Organize daily work

    Arrange work with relevant dates, priorities and owners. Use list and Kanban views according to the way your team works.

  3. 03

    Update progress

    Keep task status aligned with actual progress. Connect customer conversations and follow-up activities to their records so completed work retains context.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Tasks and Kanban
NewIn progressDone

Task lists

Review daily and upcoming work in organized lists. Use due dates and priorities to focus on the next action needing attention.

FOCUS 02▤
Tasks and Kanban
NewIn progressDone

Kanban view

Follow work visually by status. Give the team a shared view of what is waiting and what is moving forward.

FOCUS 03↗
Tasks and Kanban
NewIn progressDone

Activity records

Keep conversations, meetings and notes as part of the business relationship. Distinguish completed communication from a task that still needs doing.

FOCUS 04◇
Tasks and Kanban
NewIn progressDone

Related files

Use available task attachment tools to keep relevant files in context. Storage connections and upload conditions are established during setup.

FOCUS 05⌁
Tasks and Kanban
NewIn progressDone

Rule-based follow-up

In Professional and Business, use suitable CRM conditions in Workflows to create tasks or notifications for recurring follow-up needs.

IN EVERYDAY WORK

What it looks like in practice.

Account manager

A meeting produces three follow-up actions with different owners and dates.

Turn the notes into explicit tasks so the meeting can lead to daily work.

Operations team

Open work for several customers progresses during the same week.

Review list or Kanban status to see which steps need attention.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Tasks, Kanban and activities are included in all plans. Conditional task and notification rules use Workflows in Professional and Business.

  • Task management is not presented as comprehensive project finance or resource-planning software.
  • Per-file and daily upload limits and relevant connection permissions also apply.
Compare plans

YOUR QUESTIONS

About this feature.

01How is a task different from an activity?

A task tracks work that needs doing. An activity records customer context such as a conversation or note. Together they help explain what happened and what comes next.

02Do we have to use Kanban?

No. Work with task lists or choose Kanban to see tasks by status. Setup can follow the way your team works.

03Is every task created automatically?

Your team can create tasks. Workflows in Professional and Business add task and notification rules for particular CRM conditions; work is not all defined automatically.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Customer relationships

Keep contact details, company relationships and past conversations in one shared record.

02

Calendar and appointments

Connect meetings, events and appropriately configured appointments to the team’s daily work.

03

Workflows

Create tasks and notifications from suitable CRM conditions, making recurring follow-up visible to the team.