R
Roberto Chen
Allow users to create and manage tasks directly within the Kanban for each contact/customer.
Expected functionality:
  • Create tasks linked to a specific contact/customer.
  • Set deadlines and due dates for each task.
  • Receive notifications and alerts for upcoming or overdue tasks.
  • Display task status and deadlines directly within the Kanban view.
  • Allow users to easily track and manage follow-up activities for each contact/customer.
Use case:
  • Sales and Customer Success teams need to manage follow-ups and activities. This would help users keep track of pending actions and ensure no customer follow-up is missed.