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Toolblocks
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Move work

Task management

Follow-ups and BD work as tasks—not scattered notes and memory.

Turn signals, meetings, and pursuit steps into owned tasks with due dates, priorities, and context—so follow-through does not depend on who remembered the inbox.

Open tasks
01Capabilities

Everything you need

Built for review and follow-through—not a passive database.

01.1

Capture work where it happens

BD tasks should live beside the relationship and pursuit they support—not in a generic task app with no account context.

  • Create tasks from meetings, signals, and pursuit milestones
  • Attach tasks to the relevant person, firm, or project
  • Keep My Tasks and team views aligned on what is due next

01.2

Run a visible follow-through rhythm

Consistency wins relationship-driven work; visibility beats heroic memory.

  • Use priorities and due dates so nothing stalls quietly
  • Move work across kanban columns with clear ownership
  • Comment on tasks so marketing-to-BD handoffs stay auditable

01.3

Connect tasks to revenue work

Tasks are the execution layer for signals, prep, and pipeline—not a separate productivity system.

  • Link follow-ups to outreach drafts and research outputs
  • Close the loop after events and conferences with owned next steps
  • Keep principals accountable without a heavyweight CRM rollout

Tools

Related calculators

Task Management

Organize and track project tasks

Win better work.

Follow-ups and BD work as tasks—not scattered notes and memory.

Open tasks

Industries

Popular across these fields

Architecture
Contacts, pursuits, and meeting prep—plus code references when the package needs a number.
Interior Design
Client relationships, active projects, and follow-up—with spec and code tools beside the work.
Civil Engineering
Agency and sub relationships, bid pipeline, and submittal tasks—with site engineering references.
Structural Engineering
Referral network, EOR pursuits, and review tasks—with member and load references in context.

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Other use cases

Follow up
Turn meetings and touches into clear next steps so momentum does not die in the inbox.
Events
Plan who matters at conferences and what to do after—so expensive attendance turns into pipeline, not guilt.
Track pipeline
Keep pursuits and project stages visible so the team sees the same reality and nothing quietly stalls.