Tasks & Team Planner

The to-do list that lives where the work already happens.

Every follow-up your team owes a customer — from a conversation, a contact, or nothing at all — becomes one task: a due date, an assignee, a comment thread. No separate app to open, no second inbox to check.

Start free Book a demo

Turn any conversation into a task in one click
Assign a colleague and get notified on mentions and due dates
Team Planner adds projects, a board and recurring tasks on Professional and up

From conversation to task

From conversation to task in one click.

Every task keeps the link back to where it came from — the conversation, the contact, the company — so nobody has to retype what the customer already said. Tasks keeps the link, not the messages: open the conversation when you need to read them.

"Create task" in the conversation side panel, pre-filled with the customer
Due date, priority and an assignee — or leave it for later
Standalone tasks work too: not everything a team owes a customer starts as a conversation

Task detail panel showing “Send updated quote to Acme Corp” linked to a conversation, with its due date, priority and assignee — Real product view · sample data

Assign, mention, never lose a follow-up

Assign, mention, never lose a follow-up.

Hand a task to a teammate and they hear about it — in the app, by email, and by push on mobile. Mention someone in a comment and they're notified directly, instead of hoping they scroll far enough to find it.

Assign to any active teammate, not just yourself
@mention a colleague in a comment to notify them directly
A daily digest at 8am local time rounds up what's overdue and due today

Comment thread on a task, with a teammate mentioned by name and a reply underneath — Real product view · sample data

Team PlannerProfessional and up

Team Planner: projects, a board, and recurring work.

Group tasks into a shared project, see them as a board by status, and set up work that repeats — a weekly pipeline review, a monthly report — without recreating it every time.

Board view by status, with sections you name yourself
Recurring tasks on a daily, weekly or monthly rule
Workload view shows who's carrying what, at a glance

Kanban board for a Q4 renewals project, with tasks grouped into Discovery, In progress and Waiting on customer — Real product view · sample data

Built for support teams

The task layer support tools don't have.

Intercom, Zendesk and Gorgias are built around the conversation. None of them ship a dedicated task or planner layer, so a follow-up that isn't a reply usually ends up in a separate tool — or nowhere at all.

Tool	Task / planner layer
CustomerEagle	Tasks built in on every plan, from a conversation or standalone; Team Planner (projects, board, recurring work) on Professional and up.
Intercom	No dedicated task or planner module — follow-ups live in a separate tool or a personal list.
Zendesk	Tickets can be reassigned, but there's no lightweight personal or team task layer alongside them.
Gorgias	Built around the conversation and order data; no dedicated task or project planner.

Based on each vendor's own published product documentation as of September 2026. A vendor may add a task feature after this was written — check their current docs before relying on this comparison.

FAQ

Tasks & Team Planner, answered

Yes. Personal tasks, creating a task from a conversation, assigning a colleague, due dates, reminders and comments are on every plan, including Free. Team Planner — shared projects, the board view, recurring tasks and the workload view — is on the Professional plan and up.

Any active member of your workspace can create a task and assign it to any teammate. It isn't limited to assigning yourself.

A task can carry its own reminder time; when it's due, the assignee is notified in-app, by email and by push, honoring their notification settings. Separately, a daily digest at 8am in each recipient's own timezone rounds up what's overdue and due today, so nobody has to keep a tab open to stay on top of it.

Shared projects with a board view, sections you name yourself, recurring tasks on a daily, weekly or monthly rule, and a workload view showing who's carrying what. It's on the Professional plan and up.

No. A task can start from a conversation, a contact, a company, or nothing at all — not every follow-up a team owes a customer begins as a message.

See what the AI can answer from your site today

Free plan, no credit card, 25 AI resolutions to try it (one-time).