What kinds of tasks can I create?

To-dos, follow-ups, calls, emails and meetings. Each task has a priority, an owner and a due date, and can be linked to a company, contact or deal.

Can I assign tasks to teammates?

Yes. Assign a task to anyone in your workspace. They see it in their task list, on My Day when it is due and in their morning digest.

How do reminders work?

Heed reminds you when a task comes due and sends an 8am digest email with the day's tasks.

What happens to finished tasks?

They move to Done and stay visible, so the history of a deal or account is still there when someone else picks it up.

Sales Tasks Your Whole Team Can See

Assign calls, emails and follow-ups to anyone on the team, see them on a board for every deal, and get a reminder before something slips.

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Follow-Ups With an Owner and a Date

“Someone should send them the security answers” is how deals stall. In Heed every follow-up is a task with a type, a priority, an owner and a due date, linked to the company, contact or deal it is for. Tasks due today also show up on My Day.

To-do, follow-up, call, email or meeting
High, normal or low priority
Assign to anyone on the team

Call about budget approvalCallHighHalcyon BankToday
Send the security answersEmailKestrel LabsToday
Follow up after the demoFollow-upNorthwind AnalyticsTomorrow
Book onboarding kickoffMeetingLowFernwayFri

Calls, emails, follow-ups and meetings, each with an owner, a company and a due date.

A Board for the Team and for Every Deal

Switch between a list and a board with To Do, In Progress, Waiting and Done. Every company, contact and deal has its own board too, so the rep who picks up an account sees what is open, what is stuck on the customer and what already happened.

Kestrel Labs Platform· Tasks

To Do

Send the security answers

Draft the order form

In Progress

Pricing for 60 seats

Waiting

IT review of the DPA

Done

Discovery call notes

Intro to their CTO

The board on one deal. Finished tasks stay in Done, so the history is there when someone asks.

Reminders That Arrive on Time

At 8am you get a digest email with what is due. When a task comes due during the day, Heed reminds you. If a task came out of a call, you probably did not type it in yourself: Wrap Up and Atlas turn next steps into tasks you confirm.

Your tasks for Tuesday8:00 AM

Good morning Priya. You have 4 tasks due today.

Call about budget approvalHalcyon Bank
Follow up after the demoNorthwind Analytics
Draft the order formKestrel Labs
Send the case studyCopperleaf

Task due nowCall about budget approval · Halcyon Bank

The morning digest, and a reminder when something comes due.

How It Connects

Questions People Ask

What kinds of tasks can I create?: To-dos, follow-ups, calls, emails and meetings. Each task has a priority, an owner and a due date, and can be linked to a company, contact or deal.
Can I assign tasks to teammates?: Yes. Assign a task to anyone in your workspace. They see it in their task list, on My Day when it is due and in their morning digest.
How do reminders work?: Heed reminds you when a task comes due and sends an 8am digest email with the day's tasks.
What happens to finished tasks?: They move to Done and stay visible, so the history of a deal or account is still there when someone else picks it up.
Is there a board view?: Yes. Switch between a list and a board with To Do, In Progress, Waiting and Done. Every company, contact and deal also has its own task board.

See Which Deals Need You This Week

Join the waitlist and we’ll email you when your workspace is ready.

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