Task Management

The work behind the work — on a board you can move.

Not every item is an appointment. Task management gives the team a kanban for the rest: call this lead back, order parts, prep the room. Add a task to backlog, pull it into to-do, drag it to done. It lives under Leads & Tasks so operations stay next to the pipeline.

Task Management

Kanban

View

The team

Owner

Leads

Next to

  • Kanban columns for backlog, to-do, in progress, and done
  • Add tasks in one click from the board
  • Keep follow-ups next to leads instead of a sticky note
  • Give the shop a shared list the whole team can see
Ready to get started?

Start growing your business with BesyBook

Join shops and trade crews that use BesyBook to capture leads, run appointments and work, send automated reminders, and keep tasks, marketing, and a website in one dashboard.