Know what needs doing. Know who’s doing it.
Turn customer promises into assigned work. Plan projects using a board, calendar or timeline.
Spacebrain Tasks
Spacebrain Tasks 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.
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 with Daily Plan
Choose daily priorities, estimate effort and schedule task blocks around meetings. My Tasks separates overdue, today, upcoming and undated work.
Explore the workflowMove between project views
Use projects, Kanban, Calendar and Timeline to work with the same tasks. Timeline, recurring tasks and project automation rules require a paid plan.
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 workflowHOW IT WORKS
How it works
- 01
Capture work
Turn a call, message, booking, automation, or manual to-do into a task that carries its full context.
- 02
Assign ownership
Set an owner, priority, and due date so the next move is never ambiguous.
- 03
Move the work
Use a Kanban board to move the work from new to in progress, waiting, or done.
- 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.
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.
Booking preparation
Assign reminders, pre-call work, and next steps around every booked appointment.
Pipeline handoffs
Move deals across a simple board, give every stage an owner, and surface what is waiting.
Team accountability
Keep calls, replies, promises, and deadlines visible to the people responsible.
Agency client delivery
Give every client a connected task board for launches, follow-up, and recurring delivery without another tool.
Operations boards
Run locations, services, campaigns, or internal work with boards that keep context and accountability together.
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Questions & answers
Practical answers for planning the work.
What can I manage in Tasks?
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.