Task Management 2.0 — Break Down Tasks, Automatically Track Progress, and Attach Them to the Right Deals and Orders

Introduction to Features

A task is rarely just a single line of "to-do". "Prepare for product launch" is actually ten small jobs; "Close deal with client A" involves calling, sending quotes, and scheduling signatures. With the old flat to-do list, you either crammed everything into one line and forgot what you'd done, or created dozens of disconnected tasks without knowing which belonged to which. And when your boss asks "what percentage is that task done?", you can only guess.

Task Management 2.0 solves exactly that.

Now each task can have two-level sub-tasks, progress that automatically accumulates from sub-tasks to parent tasks, completion status that is systemically recorded (not dependent on personal computer clocks), and each task can be linked to relevant Deals, Products, Orders, Invoices — along with an Activity 360 tab that shows all developments surrounding that task.

Problems Businesses Face

Old Method	Consequences
Flat task list, no breakdown	Major tasks are vague lines, easy to forget details
Don't know how much of a big task is done	Progress reports are based on feelings, boss doesn't grasp the reality
Disconnected tasks, not linked to deals/orders	Completed tasks don't serve any opportunity, hard to trace
Completion time based on user's computer	Inconsistent data, hard to trust when cross-referenced

Task Management 2.0 transforms tasks into structured task trees with transparent progress, tightly integrated with your business data.

Key Highlights

1. Two-level sub-tasks + auto-accumulating progress

• Break down tasks: split a large task into sub-tasks (up to two levels) for clarity on who does what.
• Automatic progress calculation: complete sub-tasks, and the parent task's progress automatically updates — no manual percentage updates needed.
• Instantly know how much is left: a progress bar shows exactly how far the main task has progressed.

2. Checklist upon task creation

• Define items from the start: add a checklist of steps immediately when creating a task, no need to go back and add them later.
• No missed steps: all necessary actions are contained in one place.

3. Systemically Recorded Completion

• Reliable completion time: completion status and time are recorded by the server, not based on personal computer clocks — consistent data for cross-referencing and reporting.

4. Link to Deals, Products, Orders, Invoices + Activity 360

• Link related objects: attach tasks to Deals, Products, Orders, Invoices to know which opportunity/order this task serves.
• Activity 360: an easy-to-read timeline showing all developments around the task — who did what, and when.
• Easy traceability: from a deal or order, immediately see related tasks and their status.

Benefits for Businesses

Feature	Real-world benefits for you
Sub-tasks + auto-accumulating progress	Large tasks are clearly divided, progress is transparent, no manual updates needed
Checklist upon task creation	No missed steps, clear task assignment from the beginning
System-recorded completion	Reliable progress data, accurate reporting
Link to Deals/Products/Orders/Invoices	All tasks are linked to business data, easy to trace
Activity 360	See everything at a glance regarding developments around the task

Who is it For?

• Sales teams managing multiple tasks around each deal (calls, quotes, meeting scheduling).
• Operations/Project teams needing to break down large tasks and track real progress.
• Managers needing accurate progress reports instead of asking each person individually.

How to Get Started?

Go to CRM → Tasks, create a task, add a checklist and sub-tasks, then link it to a relevant Deal/Order. See the step-by-step guide to Task Management 2.0 for instructions.

Try for free — no credit card required.

→ Start for free with GTG CRM