If nobody owns the next step, the lead owns your pipeline.
Task Manager turns follow-up, handoffs, booking prep, client delivery, and internal work from your Spacebrain CRM into owned tasks and Kanban boards—so nothing waits in someone's head.
Built-in task managerKanban boardsTasks + CRM
TASK MANAGER● ACTIVE
New tasks
42
↑ 18% this week
In progress
16
↑ 4 today
Reply speed
4m
On target
Due today
7
Open queue
Task activityUpdated just now
Every task stays connected
Make the next action impossible to miss.
Create the task from the lead, conversation, booking, or automation that triggered it. Give it an owner, a due date, and the full context to finish it.
Capture the work while the context is fresh
Create an owned task from a missed call, lead, message, or booking before the promise gets lost.
New taskDUE TODAY
Call back Maya CarterCreated from missed-call recovery
Lead record and call note attached Open task
Run the board that matches the work
Use focused Kanban stages to see what is new, in progress, blocked, and done.
Lead response boardTHIS WEEK
New ##INLINE2##Reply to MayaCall Northline
Working ##INLINE5##Send estimate
Done ##INLINE7##Booking confirmed
Finish the handoff with proof
Keep the lead, notes, conversation, and outcome together until the next action is complete.
Task detailCOMPLETE
Send estimate after discovery call✓Lead record attached✓Conversation notes included✓Outcome logged for the next stepOne board. Four clear moves.
Create it. Own it. Finish it.
Turn the next step into a task, make ownership clear, move it through the board, and complete it with the full lead story attached.
STEP 01
Capture work
Turn a call, message, booking, automation, or manual to-do into a task that carries its full context.
STEP 02
Assign ownership
Set an owner, priority, and due date so the next move is never ambiguous.
STEP 03
Move the work
Use a Kanban board to move the work from new to in progress, waiting, or done.
STEP 04
Close the loop
Finish the task, log the outcome, and let the next action begin with the full story.
One task system for the whole lead journey
One task system for every workflow that creates work.
Use Task Manager wherever slow response, missed handoffs, or unclear ownership can cost you momentum.
New lead follow-up
Create the first task as a form, message, or missed call arrives—then keep it owned until the lead gets a response.
Booking preparation
Assign reminders, pre-call work, and next steps around every booked appointment.
Pipeline handoffs
Move deals across a simple board, give every stage an owner, and surface what is waiting.
Team accountability
Keep calls, replies, promises, and deadlines visible to the people responsible.
Agency client delivery
Give every client a connected task board for launches, follow-up, and recurring delivery without another tool.
Operations boards
Run locations, services, campaigns, or internal work with boards that keep context and accountability together.
For agencies
Give clients accountability without another app.
Bundle task boards, ownership, due dates, CRM context, inbox activity, booking, and follow-up in one Spacebrain offer. Standardize the board and delivery model for every client.
1
Sell a complete operating system
2
Keep every handoff connected
3
Standardize every client board
Frequently asked questions
Task Manager, answered.
What can I manage in Task Manager?
Lead follow-up, calls, booking prep, client delivery, pipeline handoffs, internal work, and any next step your team needs to own.
Do tasks stay connected to the CRM?
Yes. A task can stay linked to the lead, conversation, booking, notes, and activity that created it.
Can I use Kanban boards for each client or team?
Yes. Create focused boards for each client, location, team, service, or workflow—then keep the right people accountable.
Do I need a separate task app?
No. Spacebrain keeps tasks, communication, follow-up, and CRM context in one connected workspace.
Make the next step impossible to ignore.
Give every task an owner, deadline, and full context—then keep lead follow-up, bookings, handoffs, and client work moving in the same Spacebrain package.
