Task Management
Your team's entire
to-do list — in one place
Customer requests, billing issues, team projects — everything your office needs to get done, tracked in one dashboard. No more sticky notes, no more “I forgot.” Everyone sees what needs to happen and who’s handling it.
The Problem
Things get forgotten. Customers notice.
A customer asks to reschedule. Your team says “got it” — then gets busy and forgets. The crew shows up anyway. The customer complains. Sound familiar? It happens because there’s no system to catch it.
To-do list apps get abandoned within weeks
You tried Trello, Asana, or a shared Google Sheet. The team used it for a few days, then went back to the old ways. It was another tab to check, disconnected from the actual customer conversations, and nobody kept it updated.
Sticky notes and mental notes don't scale
When you had 3 employees, everyone just remembered what needed to happen. Now you have 8, and things are slipping. Post-its fall off monitors. Mental notes get overwritten by the next phone call. There's no system to catch what people forget.
Customer requests get acknowledged but never completed
A customer texts asking to reschedule. Your team says "got it" and genuinely intends to handle it. But they get busy, forget, and the crew shows up anyway. The customer is furious — and you look unprofessional.
Nobody knows what's been handled and what hasn't
Did someone follow up on the Johnson estimate? Is the Garcia billing issue resolved? Your team doesn't know — so they either ask you (again), assume someone else did it, or it just falls through the cracks entirely.
There's no record of what was done or who did it
A customer calls back about an issue from last month. Who handled it? What was the resolution? What did the team say to them? Without an activity log, you're guessing — and the customer can tell.
Sticky notes don't scale. Your memory isn't a system. EveryChat's task dashboard helps teams get things done on time.
Three Ways Teams Use It
Customer requests. Issues. Projects.
EveryChat’s task management handles all three — and your team works from one dashboard instead of scattered apps.
Customer Requests
A customer texts "please reschedule me." Now what?
Convert any message into a task — texts, emails, Facebook DMs, form submissions
Auto-linked to the customer — task shows up on their profile with full conversation history
Text, call, or email the customer directly from the task — no switching apps
Issues & Follow-Ups
Anthony's credit card expired. Who's handling it?
Custom statuses — New, Working, Waiting on Customer, Done — your team knows at a glance
Team notes inside tasks — "Followed up Monday, waiting on response" — no Slack needed
Full activity timeline — every status change, note, and message tracked automatically
Projects
Big initiatives with multiple steps? Break them down.
Subtasks within projects — break big work into assignable, trackable steps
Individual statuses per subtask — see exactly where each piece stands
File attachments — PDFs, images, and docs live with the project
How It Works
From message to task complete
Step 1
A customer sends a request
Emily texts asking to reschedule. Instead of a mental note, highlight the message and click “Turn into task.” The customer, conversation, and context are attached automatically.
Step 2
Assign it, categorize it, set a deadline
Give it a category (customer request, billing issue, project). Assign it to a team member. Set a due date. It immediately shows up on the task dashboard for the whole team to see.
Step 3
Work it — right from the task screen
Text, email, or call the customer directly from the task. Leave notes for your team. Update the status to “Waiting on Customer” so nobody asks “is this handled?” Everything is tracked in the activity timeline.
Complete it. The history lives forever.
Mark it done. The task, all notes, every status change, and the full communication history stay on the customer’s profile. Next time they call, you have the full context in front of you.
Step 4
Everything It Does
A task system built for how offices actually work
One dashboard for the team
Everyone logs in and sees what the company needs to get done. What’s overdue, what’s in progress, what’s waiting on a customer — all at a glance.
Personal tasks
Not everything needs to be shared. Create private tasks only you can see — your own to-do list within the team dashboard.
Custom categories
Customer requests, billing issues, projects, marketing — create your own categories and organize tasks the way your business actually works.
Custom statuses
New, Working, Waiting on Customer, Done — or whatever labels make sense for your workflow. Your team sees the status at a glance without clicking in.
Assign to team members
Every task has a clear owner. No more “I thought someone else was on it.” Assignments show up on the dashboard and in notifications.
Link tasks to contacts
Assign a task to a customer and their full communication timeline shows up inside the task. Text, email, or call them without leaving the screen.
Subtasks for projects
Break big projects into smaller steps. Assign different team members to each subtask. Track individual progress on each piece.
File attachments
Upload PDFs, images, documents — anything your team needs to reference. It all lives with the task, not buried in an email thread.
Activity timeline
Every status change, note, pinned message, and action is logged automatically. Full audit trail of who did what and when — no guessing.
Custom views
Filter the dashboard to show only what you need — your tasks, overdue tasks, a specific category, a specific team member. Build the view that helps you work fastest.
Related tasks in the inbox
When you’re messaging a customer in the inbox, see their open tasks right alongside the conversation. Full context without switching screens.
Due dates
Set deadlines so nothing sits indefinitely. Overdue tasks surface automatically so your team catches them before the customer has to follow up.
What Others Think
Companies call it a game changer
Explore other features
Ready?
See why home service companies run their office on EveryChat
Book a 30-minute demo with Riley. No pressure, no script — just a conversation about your business.
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