Task Management

Get things done, stay on top of your own to-do list.

Organise & prioritise

Organise & prioritise

Plan your day to day activity based on priority and urgency.

Track & accomplish

Track & accomplish

Track the progress of your tasks to meet your deadlines and reach your goals.



Share, collaborate and delegate tasks to achieve more as a team.

Frequently Asked Questions

Can I give tasks to other team members?

Tasks can be created for your own follow-up or be assigned to other moonstride users.

How can I prioritise my daily work activity using task management?

All tasks have a priority status so you can organise your daily activity based on its importance.

Using the moonstride dashboard or dedicated task page, you can view all your daily tasks.

What is the benefit of using the moonstride CRM task management?

The moonstride task management is designed to empower collaboration, organisation and streamline your daily activity.

Task Management reduces the requirement to use multiple systems. Prepare for your day by viewing all your tasks in the moonstride platform showing due date and priority so you can prioritise your daily work activity. Tasks are also all linked to the relative customer, enquiry, quote or booking so you are only ever one click away.

Promote team collaboration, share and assign tasks with your team. View your teams’ daily activities and workloads.

Can you amend a task once it has been created?

Yes, any task can be amended. A task can be re-assigned to a different team member, change the priority status, due date, title, task detail or mark as pending or closed. All task details can be amended.

Can I view my team’s tasks outstanding?

Depending on your access, as well as your own tasks you will be able to see tasks for a team/group of individuals. This is determined and set up by your user access rights defined by your administrator.

Can I generate task reports?

Yes, you can view, filter and export tasks from the main Task Management page providing rich analytical data into your team’s tasks & daily activity providing insights into your workflows and team/customer interactions.

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