Skip to content
Platform/Tasks

Know what needs doing. Know who’s doing it.

Turn customer promises into assigned work. Plan projects using a board, calendar or timeline.

Plan the launch
Owners, due dates and progress on one board. Example data.

Spacebrain Task Manager

Spacebrain Task Manager turns follow-up and delivery work into tasks with a clear owner. Organize tasks on Kanban boards and keep the related lead, conversation, booking, and notes available. Teams can create focused boards for a client, service, location, or internal workflow.

A promise needs an owner and a place.

Turn what was discussed into work the team can see. Bring the task, customer and timing together so the next step is easier to start.

See the first workflow
Move work forward
Owners, due dates and progress on one board. Example data.

Finish the handoff with proof

Keep the lead, notes, conversation, and outcome together until the next action is complete.

See the first workflow
See what is complete
Owners, due dates and progress on one board. Example data.

Make a plan your team can work from.

Keep the customer context, owner and timing with the task, then choose the view that fits the day.

Plan the day around real work

Use Daily plan and My Tasks to review priorities, upcoming work and what needs to carry over.

Explore the workflow

Move between project views

Organize tasks by project and use the board, calendar or timeline to understand status and timing.

Continue a customer promise

Create a task from a reviewed meeting or deal action. Open its source and record completion in the native task.

Explore the workflow

HOW IT WORKS

How it works

  1. 01

    Capture work

    Turn a call, message, booking, automation, or manual to-do into a task that carries its full context.

  2. 02

    Assign ownership

    Set an owner, priority, and due date so the next move is never ambiguous.

  3. 03

    Move the work

    Use a Kanban board to move the work from new to in progress, waiting, or done.

  4. 04

    Close the loop

    Finish the task, log the outcome, and let the next action begin with the full story.

Give the next step a home.

01

New lead follow-up

Create the first task as a form, message, or missed call arrives—then keep it owned until the lead gets a response.

02

Booking preparation

Assign reminders, pre-call work, and next steps around every booked appointment.

03

Pipeline handoffs

Move deals across a simple board, give every stage an owner, and surface what is waiting.

04

Team accountability

Keep calls, replies, promises, and deadlines visible to the people responsible.

05

Agency client delivery

Give every client a connected task board for launches, follow-up, and recurring delivery without another tool.

06

Operations boards

Run locations, services, campaigns, or internal work with boards that keep context and accountability together.

Your business tools.One subscription.

Explore the tools inside Spacebrain and compare the cost of separate subscriptions. Your customer records, marketing, AI and daily work, connected.

Questions & answers

Practical answers for planning the work.

What can I manage in Task Manager?

Lead follow-up, calls, booking prep, client delivery, pipeline handoffs, internal work, and any next step your team needs to own.

Do tasks stay connected to the CRM?

Yes. A task can stay linked to the lead, conversation, booking, notes, and activity that created it.

Can I use Kanban boards for each client or team?

Yes. Create focused boards for each client, location, team, service, or workflow—then keep the right people accountable.

Do I need a separate task app?

No. Spacebrain keeps tasks, communication, follow-up, and CRM context in one connected workspace.

Connected tools