Task management for your whole team. On the right record, with a deadline.
Every task has an owner and a deadline and sits with the customer it is about. You create tasks from the inbox or a team chat, or they set themselves up. Your people in the field see them on their phone.
How tasks work in stipt.Nothing gets left behind.
A task sits with the work it is about: with the customer, the conversation or the record. So everyone knows what needs doing, and by when.
Task list
Every task has an owner, a deadline and a record.
A task has a title, an owner, a priority and a deadline, and sits with the record, conversation or customer it is about. Split bigger jobs into subtasks, and talk it through under the task itself.
- Subtasks, each with their own owner
- Reply and mention colleagues under the task
- Linked to a record, conversation or customer
From the inbox
A customer question becomes a task.
When a colleague needs to sort something for a customer, you create a task from the conversation, linked to that conversation. With the inbox helper on, dot sets it up for you, with a draft reply alongside. You check and click.
- Create a task from the conversation
- A reminder about the conversation when the task is done
- dot suggests, you decide
Team chat
What you agree in a chat becomes a task.
In a team chat you create a task in a few words and assign it to someone in the conversation. It shows as a card in the chat, in Tasks as usual, and in the portal for a colleague in the field.
- Create and assign a task from the chat
- Tick it off in the conversation itself
- Records as a chip in the message
In the field
On the phone too, in the portal.
Colleagues and partners in the field see their tasks in the portal, with the deadline, the description and the record. They tick them off and reply under the task, and the office gets a notification.
- Tasks with deadline and record on the phone
- Replies under the task
- A counter with the number of open tasks
Templates
Recurring work sets itself up.
A task template is a ready‑made task with subtasks, an owner and a deadline. Attach a moment, like an accepted quote or every Monday at 09:00, and the task appears by itself. Once the work is done, it ticks itself off.
- After a status, quote, appointment or form
- Weekly or monthly at a set time
- Ticked off automatically when the work is done
Everything for your tasks.Small, until you miss it.
The things that keep your task list clear, for yourself and for the team.
Priority and topic
Five priorities, from none to urgent, and topics in your own colours to filter on.
Personal tags
Your own labels that only you see, across all your workspaces. Handy for your own way of working.
Tasks via dot
Ask dot for tasks in your own chat, many at once if you like, such as a call task for every open quote. He sets them up as a suggestion; they only exist once you click.
Several at once
Cmd‑click or Shift‑click a few tasks and assign them in one go, give them a deadline or complete them.
The whole customer's tasks
On a record you also see the tasks on the same customer's other records. One click switches between the two.
Your own views
Build lists with conditions, like assigned to me and overdue or urgent. Share them with the team or keep them to yourself.
Also in stipt.Tasks work with the rest.
Frequently asked questionsAbout tasks.
Is task management a separate module?
No. Tasks come with every stipt account and are always on, with a fixed place in the menu. There is nothing to switch on.
Can I link a task to a customer or record?
Yes. When you create it, you link a record, a conversation or a customer. A task on a record also shows in that record's task block. Assign it to a colleague in the field who can't open the record yet, and stipt shares the record with them.
Can tasks create themselves?
Yes, with task templates. A task then appears after an event, like a status change, an accepted quote or a submitted form, or at a set time each week or month. With complete automatically, the task ticks itself off once the work is done. You build templates and rules in Studio, as an admin or with the Studio right.
Do my technicians see their tasks on their phone?
Yes. The portal has a Tasks tab with the tasks assigned to them, with description, subtasks, replies and a link to the record. When they reply, the office gets a notification.
Can dot create tasks for me?
dot suggests, you decide. In the inbox, the inbox helper suggests a task for a customer question. In your own chat you ask dot for tasks, many at once if you like. They are only created once you confirm.
Do I get a notification for a new task?
Yes. You get a notification when a task is assigned to you, when someone mentions you and when there is a reply on a task you follow. You switch each type on or off.
From the knowledge base
Want to see how tasks work for you?
We show how tasks from the inbox, a team chat and a template reach the right colleague, in the office and on the phone.