Tasks
Team tasks & follow-ups
Not everything is a booking. Revively tasks keep setup work, call-backs, and form follow-ups in one list so nothing sits in a personal notebook.
- Create tasks with title, description, priority, and category
- Filter by pending, completed, or dismissed
- Complete or dismiss from the list or drawer
- Categories managed under Settings → My Lists
- Open create from a customer or form submission context
- Setup tasks can deep-link into onboarding steps
What's included
Built right into the product
No bolt-ons, no surprise add-ons. Team tasks & follow-ups ships on plans labelled All plans.
- Create tasks with title, description, priority, and category
- Filter by pending, completed, or dismissed
- Complete or dismiss from the list or drawer
- Categories managed under Settings → My Lists
- Open create from a customer or form submission context
- Setup tasks can deep-link into onboarding steps
How it works
Three moves and you're live
1
Create a task
Operations → Tasks → New task: set title, priority, and optional category.
2
Work the queue
Filter to Pending, complete or dismiss when done, or open the drawer for detail.
3
Capture follow-ups
Spawn a task from a customer profile or form submission so the next action is owned.
Related
Pair it with
Help & guides
Set it up
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