Turn tasks into completed actions in a single tap. Mobile Task Management now includes built-in Call, SMS and Email action buttons directly within each task. When an agent completes one of these actions, the task is automatically marked as complete, reducing manual admin and keeping follow-up lists accurate.  

Key Benefits 

• One-tap actions – Contact clients directly from the task via Call, SMS or Email.  
• Automatic task completion – Logging an interaction automatically completes the task, eliminating an extra step.  
• Cleaner task lists – Open tasks reflect only outstanding work, reducing clutter.  
• Improved adoption – Less manual administration means agents are more likely to keep their tasks up to date.  
• Designed for mobile – Built for agents working on the go, allowing follow-up to happen from anywhere.