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Task Management

Make work visible, miss nothing.

Kanban, list, calendar and Gantt — projects, assignments, subtasks and time tracking in one place. What the team is doing, what’s stuck and what’s next, at a glance.

KanbanGanttProjectsTime tracking
Sprint 128 tasks
Ship the landing page
HighEA
Pass API tests
MidMK
Update cross-rate
ZD
5/8 done
In one place

Every aspect of managing work.

Tasks aren’t in a separate tool — they sit beside customers, quotes and calls. Work flows with its context.

Kanban · List · Calendar · Gantt

Run work in the view that fits the team.

Projects

Group work into projects, track progress.

Assignment & Team

Give a task to a person, make ownership clear.

Subtasks & Dependencies

Break big work down, order it with dependencies.

Time Tracking

Measure the time spent on tasks.

Recurring Tasks

Auto-recreate routine work on a schedule.

Task Comments & Threads

Discuss under the task itself with reply threads — the decision stays next to the work, not buried in email.

Activity History

Who changed what, and when? A full trail on every task, so accountability stops being a debate.

Trash & Restore

A task or project deleted by mistake isn't gone — restore it from the trash.

Tasks Linked to CRM

Link a task to a lead or customer and get automatic reminders for that record.

Snooze & Reopen

Reschedule a task to a later date, and reopen a closed one when it turns out it wasn't done.

Bulk Actions

Handle many tasks at once instead of clicking through them one by one.

Why inside the CRM

A task, with the customer’s context.

A separate task tool cuts work from context. In Rocketly a task lives beside the customer, quote and call.

Context
Record-linked task
customer → task
Flow
4 views
Kanban to Gantt
Auto
Recurring
routine recreated
For every team

Sales, projects and ops.

Sales

Follow-up discipline

Turn deal steps into tasks, miss nothing.

Projects

Clear ownership

Who does what and when — obvious.

Ops

Routine

Put recurring work on autopilot.

Managers

Visibility

See what’s stuck and late at a glance.

Make your work visible.

Kanban, Gantt, projects and time tracking — right beside your customer data, in one place.

Start using Rocketly today.


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