Business areaLeads & Enquiries
Leads & Enquiries
Task Board
Assign, prioritise and track operational tasks from one shared workspace.
Designed forEmployees, Managers, and Operations teams
Available plansStarter, Professional, and Enterprise
What Is Task Board?
The task board gives teams a practical place to review assigned work without relying on separate lists and chat reminders.
Task Board works with Tasks, Enquiries, and Team as part of the wider DSACRM Leads & Enquiries workflow.
Why Task Board Matters
Tasks become difficult to monitor when ownership and deadlines are maintained in personal lists.
A Clear, Practical Workflow
- 01
Create or assign a task.
- 02
Set its priority and due date.
- 03
Update progress and retain the completed record.
What You Configure
- Task owner
- Due date
- Priority and notes
What Your Team Gets
- Shared task queue
- Task status history
Important to Know
- Task visibility follows configured roles and permissions.
Common questions
Task Board FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Task Board in DSACRM?
The task board gives teams a practical place to review assigned work without relying on separate lists and chat reminders. Assign, prioritise and track operational tasks from one shared workspace.
Who should use Task Board?
Employees, Managers, and Operations teams can use this capability within the Leads & Enquiries workflow.
Which DSACRM plans include Task Board?
Task Board is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Task Board?
Typical setup includes Task owner, Due date, and Priority and notes.
What does the team get from Task Board?
The supported outputs include Shared task queue and Task status history.