Tasks for leads: track time and carry work into a project

Work often starts before a deal is signed. Your team may need to estimate the scope, gather requirements, or prepare a proposal. You can now manage that work in tasks linked to a lead, assign owners, track time, and record costs. When the lead becomes a project, its tasks can move with it.

Manage work on a deal with tasks

Lead cards now support full tasks alongside existing activities. Use them for work that requires team involvement and time tracking, such as preparing an estimate or writing the technical part of a proposal.

Tasks linked to a lead, shown in its card

The sales manager can see the work in the context of the deal, while the team can assign an owner and record the time spent on it. These tasks build on the pipelines and automated lead activities introduced in our previous CRM update.

Move tasks when converting a lead

When you convert a lead into a project, if.team offers to move its linked tasks to the new project. The team's tracked time moves with them.

Moving lead tasks during project conversion

This is useful if your company includes sales effort in project costs. For example, the hours spent preparing an estimate and proposal can be accounted for alongside delivery work. The system offers the transfer; you choose whether to use it.

See how leads and projects are connected

The lead card now shows related projects, with a separate marker for the project created through conversion.

Related projects in the lead card

The project also links back to its original lead, making it easier to revisit the sales context and initial agreements.

A link to the original lead on the project page

Together, tasks and these links help preserve the context of a deal as work moves from sales into delivery.