Assign the work. Log the work. See exactly what the team did this week.

How operators use it

1. Step 01

   Log the move

   After a call, a postcard send, or a permit follow-up, hit the matching preset and add an optional note. The entry lands on the team feed.

2. Step 02

   Assign the next step

   Admins and full seats pick a teammate, write a one-line task summary, and the assignment shows up at the top of that teammate's feed in amber.

3. Step 03

   Close the loop

   When the task is done, the assignee clicks Done. The row strikes through with a timestamp; the open list shrinks; the next route runs against the latest reality.

What it does

Each capability below is a real surface in the Tasks & activity screen — exactly what the team will see and use the first day they sign in.

• One shared feed for the whole team

  Every task assignment, activity log, and routing event from the workspace lands in a single feed inside the Territories screen. Reps, admins, and viewers all see the same recent history — no parallel spreadsheets, no Slack-only memory.

• Activity presets for the moves you actually make

  Three preset buttons capture the work that defines a neighbor-marketing day: Listing outreach, Permit follow-up, and Neighbor contact. Add an optional address, listing note, or outcome and the entry is on the feed in one click — no template builder, no field schema to maintain.

• Assign tasks with a teammate picker

  Admins and full seats pick a teammate from the same workspace roster Territories uses, write a short task summary, and the assignment is on that teammate's feed instantly. Three preset summaries — Mail postcard, Phone seller, Site visit — match the playbook the rest of the console is already built around.

• Open tasks pin to the top

  The feed is sorted so open tasks always sit above completed work, with an amber highlight that makes them easy to scan. Reps know what's still owed before they start the next route or call list.

• One-click Done

  When a task is finished, the assignee marks it done with one click and the row falls into the completed history with a strike-through and a timestamp. Admins and full seats can also close a task on someone else's behalf when work shifts mid-day.

• Role-aware permissions

  Admins assign tasks and complete any open task. Full seats assign tasks and complete their own. Viewers can log activity entries but can't assign tasks — so a stakeholder still has a voice in the feed without changing role.

• Same teammate roster as Territories

  Tasks route to the same workspace teammates Territories already uses. There's no second user list to maintain — the rep you assigned a polygon to is the rep you can hand a postcard task to.

• Routing log baked in

  When admins save or update a territory, the activity feed records who changed what and when. Tasks, activity entries, and routing changes share one timeline so audits stay simple.

• Refreshes the moment the map changes

  Save a territory and the feed refetches in place. The team always sees the most recent state without a manual reload.

• Quick history at a glance, deeper history when you need it

  The feed shows the most recent activity by default; pull more history when you're running a weekly review. Open tasks always sit at the top, no matter how busy the day was.

• Stays inside your team

  Activity is private to your workspace — it's never visible outside your team. Tasks & activity is part of the same paid plan that unlocks Territories.

Pairs well with

• Map routing

  Territories

  The screen Tasks & activity lives on — same map, same teammate roster, same paid tier.

  Explore feature →
• Workspace chat

  Team messages

  Where the conversation happens; Tasks & activity is where it gets committed to a queue.

  Explore feature →
• Brand & billing

  Profile & branding

  Invite teammates and pick the role (Viewer, Full, Admin) that decides who can assign tasks.

  Explore feature →