Task Management Done Right: Boards, Dependencies, Checklists & Multi-Assignee Workflows
Forget sticky notes and email reminders. Medivot Task Manager gives you Kanban boards, task dependencies, subtasks, checklists, time tracking, and multi-assignee roles — all connected to your CRM.
Every team starts organized. The project kicks off, tasks are assigned, everyone knows their role. Then Week 2 happens. Priorities shift, new tasks appear, the original task list is now a document that nobody updates, and your project manager is playing detective trying to figure out what is actually done. If this cycle sounds familiar, it is because most task management setups fail at the "keeping it updated" step.
Medivot Task Manager is designed to minimize the friction of tracking work, so your team actually uses it. The secret? Everything connects — tasks link to CRM records, campaigns, and each other, so context is never lost.
Boards and Lists: Pick Your View
Visualize work in Kanban board view (drag tasks across columns: Backlog → Todo → In Progress → In Review → Done) or list view for a more structured overview. Filter by status, priority (critical, high, medium, low), assignee, label, task type (task, bug, feature, milestone, meeting), campaign, or search term. Labels with colors and icons let you categorize work however your team thinks — by department, by client, by urgency, or by project phase.
Multi-Assignee Roles
Not everyone on a task has the same role. Medivot supports multiple assignee roles: assignee (does the work), reviewer (approves the work), and watcher (stays informed). A designer is the assignee, the creative director is the reviewer, and the client account manager is a watcher. Everyone gets the notifications relevant to their role — watchers are not pestered with edit notifications, and assignees are not copied on review feedback meant for the reviewer.
Dependencies, Subtasks & Checklists
Task dependencies prevent chaos: "Write copy" blocks "Design layout" which blocks "Client review." The dependency types — blocks, blocked_by, and relates_to — make relationships explicit. Subtasks break large tasks into manageable pieces. Checklists add granular tracking within a single task (prep meeting agenda, send calendar invite, book meeting room). Comments with @mentions notify team members and keep discussions in context. Attachments, activity logs, and estimated hours round out the feature set for serious project management.
CRM Connected
The killer feature? Tasks link to CRM records. When a CRM automation creates a "Send proposal" task, it is connected to the deal record. When you mark the task done, the deal timeline updates. Bulk operations let you update status, priority, assignee, or labels for multiple tasks at once. Stats give you a bird-eye view of task completion rates, overdue counts, and team workload distribution. It is task management that lives inside your business context, not in a separate tool your team forgets to check.