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Tasks keep your team accountable for every follow-up so nothing slips through the cracks. Whether it’s calling a lead back, ordering parts before a job, or chasing an unpaid invoice, you can capture the work, assign it to the right person, and set a reminder so it gets done on time.

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Creating a task

You can create a task from almost anywhere in Revenue Sol, which keeps it tied to the work it relates to.
1

Open the task creator

Add a task from the Tasks area, or directly from a contact, lead, or job so it stays linked to that record.
2

Describe the work

Give the task a clear title and add any details your team needs, such as what to say on a callback or which parts to confirm.
3

Set who, when, and where it links

Choose an assignee, set a due date and reminder, and confirm the contact or job it relates to. Save the task.
Write task titles as actions (“Call Maria about her AC quote”) rather than topics (“Maria”). Action-style titles make a busy task list far easier to work through.

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Assigning tasks to teammates

Every task can be assigned to a specific team member so ownership is always clear. Assign tasks to the dispatcher who books the work, the technician handling a job, or the office manager chasing payment. Assignees see their tasks in their own list and get notified when something new lands on their plate. If a task is unassigned, it stays visible to the team but no single person is accountable for it, so assign it as soon as you know who should own it.

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Due dates and reminders

Add a due date to any task so it surfaces at the right moment instead of sitting forgotten. Reminders notify the assignee as the deadline approaches, including a push notification on the mobile app so field staff stay on top of follow-ups without checking the office computer.
Reminders are tied to the assignee. If you reassign a task, the reminder follows the new owner so the right person always gets the nudge.
Overdue tasks stay flagged in the list until they’re completed, giving you and your team a running view of what still needs attention.

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Linking tasks to contacts and jobs

The real power of tasks comes from linking them to the rest of your CRM. A task connected to a contact or lead appears right on that record’s timeline, so anyone who opens it sees the open follow-ups at a glance. The same goes for jobs — link a task like “confirm gate code” or “order replacement compressor” and it travels with the job through scheduling and dispatch. This linking means context is never lost. When a technician opens a job in the field, the tasks attached to it come along too.

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Team task workflows

Tasks turn individual reminders into a shared system your whole team can rely on.
Filter the task list by assignee, due date, or linked record to see who owns what and what’s coming due. This gives managers a quick read on workload and follow-up coverage.
Yes. Use the automations engine to create tasks from triggers — for example, generate a follow-up task whenever a lead reaches a certain stage, so reminders are never missed.
Mark it complete and it clears from the active list while staying on the linked record’s history, so you keep a full trail of the follow-ups that happened.
Need a hand setting up task workflows for your team? Reach out to Infinite Rankers LLC at contact@infiniterankers.io and we’ll help you build a follow-up process that fits how your business runs.

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Next steps

Leads

Track prospects through your pipeline and attach follow-up tasks at each stage.

Contacts

Keep customer details and history in one place, with tasks on every timeline.

Automations

Trigger tasks and reminders automatically so follow-ups never depend on memory.