Task Management SystemManage Your Tasks Smartly

Trusted by companies of all sizes

What are activities?

Track Every Interaction—Tasks, Calls & Meetings in One Unified System

Activities are items that can be independent or tied to a ticket or a contact. There are three types of activities:

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Why choose BoldDesk as your Task management System?

Streamline, Centralize, and Elevate your Task Management in a Single Platform

Transform the way you manage work with the BoldDesk Task Management System—a seamless solution for organizing tasks and, tracking progress. Designed to centralize workflows, enhance collaboration, and ensure efficiency, it’s the ultimate tool to keep teams aligned and projects on track.

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Use cases

Onboarding, Service Workflows & Meeting Logs Keep Tasks On Track

Start Managing Your Tasks

Everything Your Team Needs to Stay on Track

Activities module

Tasks

Calls

Meetings

Activities module

Tasks

Calls

Meetings

Task Management Features

Simplify Task Handling Across the Entire Support Workflow

QUICK PREVIEW

Glance Through Task Details Without Leaving Your Current View

Quickly open and review activities without switching pages.

LINK ITEMS

Easily Connect Related Tasks, Meetings, and Calls for Full Context

Connect tasks, calls, or meetings to a ticket or contact for better context.

INTERNAL COLLABORATION

Keep Agents Aligned by using Comments and Notes Right Inside the Ticket

You can also add comments and notes so agents can stay informed.

STATUS TRACKING

Track Progress at Every Stage—Open, In Progress, or Completed

Keep tabs on whether an activity is open, in progress, or completed.

SET DEADLINES

Stay on Schedule by Setting Clear Due Dates for Each Ticket

Add due dates to keep your team on track and avoid delays.

ACTIVITY OVERVIEW

Get a Centralized View of All Tasks, Calls, and Meetings Linked to Tickets

See all activities—tasks, calls, and meetings—in one place, tied to the ticket they support.

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We’ll Migrate You for Free!

Streamline your workflow with BoldDesk Task Management System—featuring intelligent automation, unlimited task tracking, and seamless collaboration to boost efficiency!

What Our Customers Say

"A Solution That Professionalizes Customer Service in Minutes"

We are a CRM platform based in Brazil, and we previously used a GitHub project to manage customer requests. BoldDesk has everything you could imagine in a customer service platform, including many features like APIs that we are yet to explore fully. It allows our clients to open and track tickets easily.

Carlos Rafael R.

"Complete platform for ticket management"

Excellent message management as well. Possibility of interface customization. Excellent permission management. Excellent rule management. Very comprehensive with various features. I trust in this product and I love it.

Alberto C.

"A great product at an affordable price"

BoldDesk is easily configurable, highly intuitive, and has many features one would only expect to have in higher priced products. Their customer support is prompt and helpful.

John S.

"Excellent tools to use"

The overall application functionality is good, UI/UX and the confifurations including automations all the other services are constantly working fine. When it comes to response & resolution for a support tickets it is very satisfactory.

Harsha R.

"A Solution That Professionalizes Customer Service in Minutes"

Carlos Rafael R.

"Complete platform for ticket management"

Alberto C.

"A great product at an affordable price"

BoldDesk is easily configurable, highly intuitive, and has many features one would only expect to have in higher priced products. Their customer support is prompt and helpful.

John S.

"Excellent tools to use"

The overall application functionality is good, UI/UX and the configurations, including automations all the other services are constantly working fine. When it comes to response & resolution for a support tickets it is very satisfactory.

Harsha R.

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Download our iOS or Android app to manage your conversations on the move. Easily receive and respond to messages across all channels using the app.

Frequently Asked Questions

What is a Task Management System?

A task management system helps your team plan, track, and complete work. BoldDesk lets you create, assign, and monitor tasks to stay organized and meet your deadlines.

How can I begin using BoldDesk tasks?

Make a new task, include information like the name, description, and deadline, and then assign it to the appropriate team member.

How can I give my team assignments?

When creating or editing a task, you can assign it by choosing the team member’s name in the assignee dropdown. When someone is given a task, they’ll be informed.

How can a task be created?

Select New Task and fill in the necessary information, including the title, description, due date, and priority. Next, hand it off to the necessary team member.

How can I keep my tasks up to date?

To keep you informed, BoldDesk provides real-time notifications for task updates, comments, and impending deadlines.

Is it possible to ask questions or leave feedback on tasks?

Comments can be included in each task, which facilitates team collaboration and communication within the task itself.

What are the benefits of efficient task management in Bolddesk?

Better Organization: Remembering assignments and due dates is much simpler when all tasks are in one location.

Improved Team Collaboration: Assign tasks, communicate within tickets, and share updates to make sure everyone’s on the same page.

Enhanced Productivity: Set proper goals for your work and automate difficult procedures so that your team can focus on the important things.

What are the main features of a Task Management System?

Task Creation & Assignment: Assigning tasks to team members is simple.

Prioritization: Prioritize your tasks so that you can concentrate on what matters most.

Collaboration: To improve teamwork, communicate and share updates within tasks.

Deadline management: To ensure on-time completion, set deadlines and reminders.

Task tracking: Track the status of tasks in real time and keep track on their progress

Can I schedule and track meetings?

Yes, you can log when meetings are scheduled, track who attended, and record the meeting status and duration for future reference.

How does BoldDesk handle call activities?

Calls can be logged as activities and linked to tickets or contacts. You can track the date, time, duration, and status of the call, and maintain a full record of customer interactions.

PRICING

Flexible Plans, Clear Pricing

Find the perfect plan for your business—no hidden costs or surprises.

Recent Activities in Task Management System Tutorials and Blogs

Explore expert insights and best practices for activity management and task workflows. Stay updated on the latest trends to enhance your task efficiency.

Test out all the features of BoldDesk

BoldDesk AI

Task Management SystemManage Your Tasks Smartly

Trusted by companies of all sizes

What are activities?

Track Every Interaction—Tasks, Calls & Meetings in One Unified System

Activities are items that can be independent or tied to a ticket or a contact. There are three types of activities:

Tasks

Calls

Meetings

Tasks

Calls

Meetings

Why choose BoldDesk as your Task management System?

Streamline, Centralize, and Elevate your Task Management in a Single Platform

Transform the way you manage work with the BoldDesk Task Management System—a seamless solution for organizing tasks and, tracking progress. Designed to centralize workflows, enhance collaboration, and ensure efficiency, it’s the ultimate tool to keep teams aligned and projects on track.

Centralized Task Management

Collaboration Made Simple

Increase Productivity

Centralized Task Management

Collaboration Made Simple

Increase Productivity

Use cases

Onboarding, Service Workflows & Meeting Logs Keep Tasks On Track

Onboarding new employees

Improving customer service processes

Logging meeting minutes

Everything Your Team Needs to Stay on Track

For Customers

For Reviewers

Calls

Record phone calls and track customer interactions to provide context to your teams.

For Reviewers

Meetings

Record meeting minutes and track customer interactions to provide context to your teams.

Task Management Features

Simplify Task Handling Across the Entire Support Workflow

QUICK PREVIEW

Glance Through Task Details Without Leaving Your Current View

Quickly open and review activities without switching pages.

LINK ITEMS

Easily Connect Related Tasks, Meetings, and Calls for Full Context

Connect tasks, calls, or meetings to a ticket or contact for better context.

INTERNAL COLLABORATION

Keep Agents Aligned by using Comments and Notes Right Inside the Ticket

You can also add comments and notes so agents can stay informed.

STATUS TRACKING

Track Progress at Every Stage—Open, In Progress, or Completed

Keep tabs on whether an activity is open, in progress, or completed.

SET DEADLINES

Stay on Schedule by Setting Clear Due Dates for Each Ticket

Add due dates to keep your team on track and avoid delays.

ACTIVITY OVERVIEW

Get a Centralized View of All Tasks, Calls, and Meetings Linked to Tickets

See all activities—tasks, calls, and meetings—in one place, tied to the ticket they support.

Think Switching is Hard?We’ll Migrate You for Free!

What Our Customers Say

Your Success Never Sleeps: BoldDesk’s Always-On Support Partner

Stay Connected Wherever You Are With Our Mobile App

Frequently Asked Questions

PRICING

Flexible Plans, Clear Pricing

Scale

Momentum

Enterprise

Scale

Additional agents at $18/mo

Momentum

Additional agents at $40/mo

Enterprise

Additional agents at $60/mo

Recent Activities in Task Management System Tutorials and Blogs

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