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The Tasks module is Arya’s operational hub: every team activity — a customer follow-up, a demo prep, a document review — lives here with due date, priority, assignees and links to other records.
Main Tasks view with filters, list and calendar

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What you can do

Task management

Create, assign, complete. Subtasks, tags, priorities, custom statuses.

Task calendar

View deadlines on weekly or monthly view. Sync with Google Calendar.

Templates and recurrence

Recurring tasks, reusable templates, standard checklists.

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When to use it

  • Track sales follow-ups linked to deals
  • Coordinate an operational team on a project
  • Turn call action items into real work
  • Automate reminders (e.g. “call back after 7 silent days”)

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What sets Arya tasks apart

  • Multiple assignees (not just one owner)
  • Link to any record: deal, company, project, invoice, custom object
  • Subtasks with checkboxes
  • Coloured tags
  • Threaded comments
  • AI context: Arya can propose relevant tasks based on the open deal/company

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Roles and permissions

Every user sees tasks they created or are assigned to. Managers see the whole team; Admins see the whole workspace. Configurable in Team and roles.

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Next steps

Start with tasks

Create, assign, filter, complete.

Calendar view

See deadlines on a calendar.