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Logo Learn about undrift 🧠 Logo Learn about undrift 🧠
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  • Log In | Create Account
  • Getting Started πŸŽ‰
    • 1️⃣ Configure Your Pipeline βš™οΈ
    • 2️⃣ Create & Customize Project Fields 🎨
    • 3️⃣ Create Your First Project πŸ’«
    • 4️⃣ Level Up undrift 🎚️
  • Project Management πŸ“‚
    • Leverage the Power of Stages πŸͺœ
    • Project Dashboard πŸ‘€
    • Email πŸ“§
    • Tasks βœ…
    • Project Cards πŸ“‡
    • Documents πŸ“„
    • Executive Summary πŸ‘©β€πŸ’Ό(Export to Word)
    • Clone Projects ➿
  • Tasks βœ…
    • Tasks, A to Z βœ…
    • Mastering Notes πŸ“
    • Mastering Daily Task Lists in undrift πŸ’₯
  • Emailing πŸ“§
    • Email Automation, A to Z πŸ“§
    • Crafting Emails for Every Procurement StageπŸ§‘β€πŸŽ¨
    • Email + Tasks = πŸ’₯
    • Email Integrations β¬…οΈβž‘οΈ
    • Spintax πŸ’ͺ
  • Automation ⚑
    • Automations, A to Z ⚑
    • πŸ’‘Automation Recipe: Target Contract Date πŸ—“οΈ
    • πŸ’‘Automation Recipe: SOW Review Email πŸ“§
  • Operating Procedures βš™οΈ
    • Operating Procedures, A to Z πŸŽ“
  • Analytics πŸ“Š
    • Analytics, A to Z πŸ“Š
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  1. Overview
  2. Tasks βœ…

Tasks βœ…

Put your procurement projects on autopilot with advanced task features in undrift.

  • Tasks, A to Z βœ…

    Tasks are potent for driving your business forward and dominate your deals. Tasks can be created in 3 distinct ways:  From a project directly under the Activity tab From the Tasks Page Automatically created from an automation that is triggered ...

  • Mastering Notes πŸ“

    Elevate your procurement game with undrift’s Notes feature! Notes are your secret weapon for capturing metadata from meetings, conversations, and key decisions, ensuring every project is enriched with valuable context for the future negotiations or ...

  • Mastering Daily Task Lists in undrift πŸ’₯

    Take command of your day and dominate your procurement deals with undrift’s Daily Task list! The Daily view on the Tasks Page is your go-to tool for staying on top of tasks due today and tackling overdue items that need immediate attention. Whether ...

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