Task Management
Create, assign, and track tasks with due dates
What's included
Task Types
Call, Email, Meeting, To-Do, Custom types
Priority Levels
Low, Medium, High priority classification
Task Views
Today, Kanban, List, Bundles views
Task Bundles
Reusable task templates for common workflows
Playbook-driven tasks
Routine playbooks (defined under Lists) auto-create the right follow-up tasks
Auto-Task Creation
Automatic follow-up tasks from automations
Overdue Tracking
Visual indicators for overdue tasks
Activity Logging
Manual and automatic activity tracking
Calendar Integration
Two-way sync with Google Calendar and Outlook
Meeting Tracking
Calendar events synced as activities
More in Human Orchestration
Channels
Keep every conversation tied to the right relationship, across all your channels and meetings.
360° Overviews
Open a meeting, contact, or company and get the full picture in one read.
Assisted Actions
A Feed of proposed next steps, each with its reason, its evidence, and a draft ready for you.
On-the-Go
Search, your next meeting, and quick actions on your phone.
Lumo
Lumo watches your workspace, works out what needs a person, drafts it in your voice, and waits for your approval. It learns from every decision you make.