Customized Task Properties and Subtasks

Smart CRMStarterProfessionalEnterprisePublic beta

What it is

You can split tasks into subtasks, create custom task properties, and choose which properties show when someone creates a task.

Why it matters

Tasks couldn't be shaped to how a business works. Subtasks break up complex work, custom properties capture the data you need, and a custom create form makes sure it gets collected every time.

Produced by Value-First Media