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Task Management

Assign it. Track it.
Close it.

Create tasks linked to specific leads, assign owners, set due dates and priorities, and follow progress without losing accountability in chat threads. Tasks are on the Pro plan.

Create lead-linked tasks

Create tasks directly against a lead with title, description, due date, priority, and assignee. Field and legal follow-ups start with structure from the first click.

Create Task
New task
Lead *
LS-092 Sriperumbudur plot
Title *
Get EC from Land owner
Description
Request EC copy and confirm period coverage
Due date *
26 Feb, 2026
Priority *
MediumDefault
Assignee *
Meera R.
Linked lead
LS-092 Sriperumbudur plot
Overdue 1To Do 1
Create Task
Cancel
Sample data

Urgency-grouped task workspace for managers

Scan To Do, In Progress, Overdue, Completed, and All views from a single task page. Filter by lead, assignee, status, priority, and text to find what needs attention now.

Task Management
All 2
To Do 2In Progress 0Overdue 1
Lead site
Assignee
Status
Priority
Task
Assigned
Priority
Status
Due
Get EC from Land owner
MR
Medium
Overdue
Get EC from landowner
KK
Medium
To Do
Sample data

Assignment ownership with clear status tracking

Managers assign tasks to field executives and track progress with priority, due date, and lifecycle states like open, in progress, completed, reopened, and cancelled.

Task Ownership
Manager view
Get EC from Land owner
Assignee
K. Senthil
Due date
25 Feb, 2026
Status lifecycle
OpenIn progressCompleted
Assignment actions
Assign to FE
Reassign owner
Mark complete
Escalation signal
7+ day overdue tasks notify manager automatically.
Sample data

Comment thread and status updates on every task

Capture follow-up context inside the task with comments, status changes, and timestamps. Teams discuss execution inside Proquiro instead of WhatsApp side threads.

Task Details
Activity
Get EC from Land owner
Overdue
Status changed
To Do → In Progress
Comment added
For which year to which year EC required?
Comment added
FY 2015 to 2025, please
Add comment
Send
Sample data

Lead-level task pulse keeps execution in context

Each lead detail page shows a compact task pulse with urgency buckets, quick filters, add-task action, and assignee controls so execution stays tied to the parcel record.

←
Task pulse
Open 2
OVERDUE 0DUE TODAY 1
Due today
Lead: LS-092 Ponmar layout site
Owner follow-up + EC copy
1: Call land owner
Next 7 days
Site visit + observations
Update locality fields
2: Collect site photos
Assignee
S. Lakshmi
Pulse
Open: 2
Overdue: 0
Due today: 1
Sample data

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