Tasks

Never miss a follow-up

Create tasks, set deadlines, and link them to deals and contacts.

See what needs doing

Tasks group by urgency, from overdue to upcoming. Each one shows who owns it, when it's due and the deal or contact behind it. Open the list and you know where to start.

My tasks

5 open

Overdue(1)

Send revised pricing to Tobi

Sarah Chen2 days ago

Today(2)

Follow up on security questionnaire

Marcus JohnsonToday

Schedule demo with Lisa

Sarah ChenToday

Upcoming(2)

Prepare renewal proposal

James CooperThursday

Review contract redlines

Marcus JohnsonFriday

Dovio joins the call and captures the follow-ups

During the meeting, Dovio turns what was said into next steps for your side. Each one becomes a suggested task, linked to the right contact and dated when a date was mentioned. The follow-ups are created for you, so you just accept the ones that matter.

Suggested tasks

From your meeting with Northbeam

AI

Send security questionnaire to Sophie

Sophie ChenFriday

Share pricing for 40 seats

Sophie Chen

Book follow-up before budget review

Sophie ChenNov 3

Tasks with full context

Every task links to the contact, company or deal it belongs to. Open one and everything it's tied to is right there, so you can act without looking it up first. Not just a line on a list.

Contact
Company
Deal
Your task

Your whole team, in sync

See how the work is spread across your team and who has something overdue. You spot what's slipping, and who's overloaded, before it becomes a problem.

Sarah

Sarah

4/8 done2 overdue

Marcus

Marcus

4/6 done

James

James

1/5 done1 overdue

Ready to get started?

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