Admin and internal tools
Track every task your team needs to do and see it on the calendar automatically.
Tasks helps teams move operational work forward with categories, due dates, priorities, and status progression linked to broader scheduling.
forexcrm.org/tasks
Tasks
Admin and internal tools
Workflow
Status-based
Planning link
Calendar synced
Use model
Team-oriented
Task creation with due dates, priorities, and categoriesLive
Simple status workflow from backlog to completionLive
Smart filtering for assignees, categories, and urgencyProcessing
Automatic calendar sync for deadline visibilityQueued
Activity
Tasks
Brokerage task management that actually connects to your operations.
Status-based
Workflow
Calendar synced
Planning link
Team-oriented
Use model
Core capabilities
Task creation with due dates, priorities, and categories
Simple status workflow from backlog to completion
Smart filtering for assignees, categories, and urgency
Automatic calendar sync for deadline visibility
Admin-friendly list views and quick updates
Operational alignment with related tools in the suite
Business outcomes
Keep internal work visible and accountable
Reduce forgotten operational tasks
Coordinate deadlines without needing separate project tools
Roadmap depth
Kanban view
Recurring tasks
Comments and attachments
Live preview
Tasks in action
A representative view of the workflows, metrics, and connected data you get with Tasks.
Tasks Dashboard
Live operational mock panel
Status-based
Workflow
Calendar synced
Planning link
Team-oriented
Use model
Workflow pipeline
Updated just now
Task creation with due dates, priorities, and categories
01
Simple status workflow from backlog to completion
02
Smart filtering for assignees, categories, and urgency
03
Automatic calendar sync for deadline visibility
04
Performance snapshot
WorkflowStatus-based
Planning linkCalendar synced
Use modelTeam-oriented
Recent actions
Keep internal work visible and accountable
Sync1h ago
Reduce forgotten operational tasks
Approval2h ago
Coordinate deadlines without needing separate project tools
Automation3h ago
Connected apps
CalendarMeetingsNotebookAdmin Suite
Operational table
Workflow
Owner
Status
Load
Task creation with due dates, priorities, and categories
Ops team
Live
24%
Simple status workflow from backlog to completion
Compliance
Stable
36%
Smart filtering for assignees, categories, and urgency
Finance
Monitored
48%
Automatic calendar sync for deadline visibility
Support
Optimized
60%
Admin-friendly list views and quick updates
Growth
Ready
72%
Who uses it
Operations
Compliance
IT
Typical use cases
Track onboarding or review work
Coordinate internal execution by category
Push deadlines into a shared calendar
Connected workflows
Calendar
Meetings
Notebook
Admin Suite
Related apps
Explore the surrounding workflow.
Organization & Staff Management
Run your brokerage team with the same rigor you apply to your clients.
Control staff profiles, departments, hierarchy, roles, and white-label settings from a unified admin model.
Staff onboarding, statuses, and searchable profiles
Departments, designations, and branch structures
Role-based permissions built for granular admin control
Explore module
Meetings
Video meetings built into your brokerage with no extra Zoom dependency.
Schedule and run browser-based meetings with attendance, invitations, and internal history.
Instant and scheduled meeting creation
Guest access for external participants
Meeting links, invitations, and attendance tracking
Explore module
Calendar
A shared team calendar that knows your tasks, meetings, and deadlines.
Coordinate brokerage activity with shared scheduling tied to tasks and meetings.
Month, week, and day planning views
Color-coded events and drag-and-drop scheduling
Task and meeting synchronization
Explore module
Get started
See how 20 apps replace your entire brokerage stack.
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Platform connectivity walkthrough
Client portal & partner program setup
White-label & deployment options