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New
Workflows

Stay on top of every deadline with Tasks & Calendar View πŸ“…

MittShared by Mitt β€’

We've just added a powerful new way to keep your team aligned on every contract pursuit: Tasks with calendar view.

Stay on top of every deadline with Tasks & Calendar View πŸ“…

We've just added a powerful new way to keep your team aligned on every contract pursuit: Tasks with calendar view.

What's new

You can now create tasks for any contract in your pipeline, assign them to multiple team members, set due dates, and track everything in a visual calendar.

How it works

Create tasks anywhere:

  • From your Pipeline view, click into any contract and add tasks
  • Or add tasks directly from the contract detail page

Assign & collaborate:

  • Assign tasks to multiple team members (because proposals are team efforts!)
  • Set clear due dates so nothing slips through the cracks
  • Check off tasks as they're completed

See the big picture:

  • Switch to Calendar view in your Pipeline to see all upcoming deadlines across every contract
  • Spot bottlenecks before they happen
  • Keep distributed teams coordinated

Head to any contract in your Pipeline and click "Add Task" to get started. Set up your team's workflow once, then replicate it for every new contract pursuit.

Some task ideas to try:

  • "Draft executive summary - due Feb 20 - @Sarah @Mike"
  • "Review pricing section - due Feb 22 - @Finance Team"
  • "Final compliance check - due Feb 25 - @Legal"
  • "Submit proposal - due Feb 28 - @Everyone"

Happy collaborating! πŸš€