Account Tasks: Plan & Track CS Activities in Gmail
To-do list, Kanban board & calendar view—so every team member knows what to do, when to do it, without ever leaving their inbox.
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The Cost of Disorganized To-Dos
Scattered Lists
"Tasks buried in spreadsheets, Slack threads or sticky notes."
Zero Visibility
"Managers can't see what's planned or overdue."
Missed Follow-Ups
"Renewals and check-ins slip through the cracks."
Core Benefits Snapshot
Master To-Do List
"All your account tasks in a prioritized list."
Visual Workflows
"Drag-and-drop tasks by status, owner or stage."
Timeline Planner
"See tasks & meetings on a shared calendar."
Proactive Reminders
"Never miss a critical follow-up or handoff."
How It Works
Get organized in 3 simple steps
Create & Assign Tasks
"Add a task from any email thread—set owner, due date & priority."
Choose Your View
"Toggle list, Kanban or calendar to match your workflow."
Track & Collaborate
"Comment, reassign or complete—updates sync in real time for all."
Top Use Cases
Renewal Task Pipelines
Automatically spin up pre-renewal reminders & handoff tasks.
Onboarding Playbooks
Checklist of kickoff calls, training invites & welcome emails.
Expansion Campaigns
Coordinate QBR prep tasks across CS, Sales & Product.
Cross-Team Visibility
Managers view team workload & capacity on a shared calendar.
Feature Deep-Dive
Custom Kanban Columns
Map stages like "To-Do," "In Progress," "Blocked," "Done."
Shared Team Calendar
Overlay tasks, meetings & milestones in one view.
Bulk Actions & Filters
Update priority, due date or owner for multiple tasks at once.
Task Templates
Save repeated checklists—e.g. "Quarterly Health Review."
In-Inbox Action Buttons
Complete or snooze a task directly from your Gmail sidebar.
Works Seamlessly With
Connect with the tools you already use
Gmail
Calendar
Salesforce
HubSpot
Zendesk
SmartSlidesWhat CS Leaders Are Saying
"Account Tasks turned our ad-hoc to-dos into a repeatable process—our team's on-time completion rate is now 98%."
Frequently Asked Questions
Ready to Get Every Task Done—On Time?
Join thousands of CS teams who never miss a follow-up or deadline
No credit card required • Works with Gmail & Google Workspace