TaskPro Overview
TaskPro is YSUITE's work management module. It covers standalone tasks, project-based work with task lists and milestones, and time tracking — all linked to your CRM contacts and deals.
What's in TaskPro
| Feature | Description |
|---|---|
| Tasks | Standalone to-do items and activities linked to contacts or deals |
| Projects | Structured work with task lists, milestones, and issues |
| Time Logs | Track billable and non-billable hours per activity |
Module pages
- Tasks & Activities — create and manage standalone tasks, meetings, calls, and appointments
- Projects — organise work into projects with task lists and milestones
How it fits together
- Tasks created in CRM Activities (against a contact or deal) are the same tasks visible in TaskPro.
- Time logged against a task feeds into project time reports.
- Tasks can be created automatically via Automations when a deal changes stage or a form is submitted.