✨Let opportunity owners manage task lists

Do you own opportunities that have many tasks to complete? We've automated the process to help you seamlessly manage tasks related to your opportunities as they progress through your CRM boards.

When opportunities move to CRM boards with task lists, all their tasks are automatically reassigned to whoever is responsible for the opportunity. This ensures you can stay informed and oversee every stage of the journey.

While the override is automatic, you can still view all pending tasks and who they're assigned to by clicking CRM > Task lists.

For more information, check out Adding task lists to CRM boards.