Call the customer back after 3, check the carrier's insurance before dispatch, send the invoice, text the driver the gate code. When they live on sticky notes and in people's heads, some get missed, and a missed call can cost a load.
What you get
One list for the whole team, tied to the orders
Today at a glance
Four numbers at the top: Overdue, Today, Upcoming and Done. Click one to see its list. Tasks are grouped by day, with the time, the linked order and who it's for.
Reminders that reach you
Pick a time and a reminder: at the time, 15 minutes, 1 hour or 1 day before. For tasks without a time, choose 9 AM that morning or 9 AM the day before. A reminder card pops up in the CRM with Done, Snooze 15 min and Open, and a notification reaches your phone or computer when notifications are turned on.
Linked to the order
Search an order by number or customer name and attach it to the task. The task then also shows inside that order, and one click on the order tag opens it.
A calendar for the month
Switch to Calendar to see every task on a month grid, coloured by type. Click a day to see its tasks or add one for that day.
Built for a team
Admins can give a task to any agent; the agent gets a “New task for you” alert. Agents see their own tasks only. The red number on the clipboard icon shows each person how many of their tasks are due today or overdue.
Seven task types
Call, Email, SMS, Follow-up, Dispatch, Document and Other, each with its own icon and calendar colour, so a day's work reads at a glance.
Nobody falls behind quietly
In the Overdue list, admins see how many overdue tasks each person has and can open anyone's list with one click. A task still open 30 days after its date closes itself as Missed, so the Overdue list stays honest instead of filling with old items.
Tidy by itself
Done and missed tasks stay in Done for 90 days, then clear themselves. Open tasks are never deleted automatically.
How it works
Four steps from a promise to a ticked box
Add a task
Click New task, write what needs doing, pick a type and a date. Add a time and a reminder if it matters when.
Link it and assign it
Attach the order it's about and choose who should do it.
Get reminded
The reminder appears on screen and on your phone at the time you chose.
Tick it off
One click on the circle moves it to Done.
See the whole month, coloured by task type. Click any day to see or add its tasks.
Good to know
Part of the CRM itself
Desktop and phone
The Task Manager works on desktop and phone. On a phone, the calendar shows a dot for each task.
A short guide is built in
The ? next to the Tasks title explains everything in plain words.
Ask Truxie
Truxie, the built-in AI assistant, can answer “how do I…” questions about tasks.
Nothing extra to install
It's part of the CRM itself, in the same plan as everything else. The pricing page has the full plan.
Questions brokers ask
Do reminders work when the CRM isn't open?
Yes, if notifications are turned on for your browser or phone. On an iPhone, add TruxCRM to your Home Screen first (iOS 16.4 or later), then allow notifications.
Can my agents see each other's tasks?
No. Agents see the tasks assigned to them or made by them. Admins see everyone's.
What happens to a task nobody finishes?
It stays in Overdue for 30 days, where the admin can see who it belongs to. After that it closes itself as Missed and moves to Done, where it can still be ticked off.
Can I snooze a reminder?
Yes. Snooze 15 min on the reminder card brings it back 15 minutes later.
Are old tasks kept forever?
No. Done and missed tasks are deleted 90 days after they close, which keeps your account fast. Open tasks are never deleted automatically.
Stop running your follow-ups from sticky notes.
Book a demo and we'll show you the Task Manager on your own kind of loads.
