New signup? New enterprise deal? New feature request? Task Sets automatically create the right project with the right tasks, assigned to the right people, with deadlines already set. Your team just executes.
Define a process once. Every time the trigger fires, a complete project with tasks, owners, and deadlines materializes instantly. No human has to remember anything.
New deal closed? New customer signed up? Bug reported as P0? Form submitted? A CRM stage change, a form submission, or a manual trigger kicks everything off.
A full project spins up with every task pre-defined: who owns it, when it's due (relative to trigger date), what the deliverable is. 15 tasks across 4 team members — created in 1 second.
Everyone sees their tasks with deadlines. Daily reminders keep things moving. You add more assignees on the fly if scope grows. Nothing falls through the cracks.
New enterprise deal closes in your CRM. Instantly: a "Customer Onboarding" project appears with 18 tasks — send welcome email, schedule kickoff call, provision account, assign CSM, create Slack channel, configure integrations, schedule training sessions, 30-day check-in. Each task has an owner and a deadline relative to the close date. Your CSM opens their dashboard Monday morning and everything is already laid out.
Outcome: Time-to-value drops from 3 weeks to 5 days. No customer falls through the onboarding gap. Churn from bad onboarding disappears.
Product team marks a feature as "Ready for Release." Task Set triggers: update changelog, write docs, notify beta users, prepare marketing email, update pricing page, brief support team, schedule announcement post, monitor error rates for 48 hours. Each task assigned to the right department. Need to loop in a contractor for the blog post? Add them as an assignee mid-project. They see exactly their task and deadline.
Outcome: Every launch is thorough. Nothing gets skipped. Marketing, support, and engineering stay coordinated without a 45-minute sync meeting.
P0 bug reported. Task Set fires: create incident channel, assign on-call engineer, notify engineering lead, draft customer communication, prepare status page update, schedule post-mortem, assign root cause analysis. Every step has an owner. Daily reminders ensure the post-mortem actually happens 5 days later — not 5 weeks.
Outcome: Response time drops. Nothing is forgotten in the heat of the moment. Post-mortems actually get completed.
Monthly board report, quarterly OKR reviews, annual SOC 2 audit prep — set them up once as Task Sets with recurring triggers. Every month, the exact same project with the exact same tasks appears, assigned to the exact same people, with deadlines calculated from the trigger date. The CFO stops asking "is the board deck ready?" because the reminders already have everyone moving.
Outcome: Recurring operations run like clockwork. Nobody has to remember to "start the process." The system remembers for you.
This entire project auto-creates when a deal moves to “Closed Won.”
18 tasks auto-assigned across 4 roles | Trigger: Deal → Closed Won
Define it once. Let Task Sets handle the rest. 14-day free trial, no credit card required.