Task Scheduler

A to-do list that chases the work—tied to every lead, contact, and deal.

The problem

Deadlines slip through inboxes and sticky notes. Nobody is sure who owns what, follow-ups get missed, and the first anyone hears about a stalled deal is when the customer stops replying.

What Task Scheduler does

Task Scheduler puts every commitment your team makes in one place: assigned to a person, attached to the record it belongs to, and set to remind them before it's late rather than after.

The CherryBerry CRM scheduler showing a month calendar with lead, contact and opportunity activity — The scheduler calendar: lead, contact and opportunity activity in one month view.

Capabilities

What you get with Task Scheduler

Assign and delegate

Create a task, attach it to a lead, contact or opportunity, and hand it to the person responsible. Ownership is explicit, so nothing sits in the gap between two people.

Reminders before the due date

Every task carries its own reminder time as well as a due date, so the notification arrives while there is still time to act on it.

Calls, meetings, and events

Log the kind of work it actually is (a call, a WhatsApp message, an email, a physical or virtual meeting) rather than forcing everything into one generic task.

One centralised view

Managers see the whole team's workload in a single queue; reps see only what's theirs. Everyone works from the same list instead of six private ones.

Fits your process

Task types, stages, and priorities are configured to match how your team already works. We adapt the scheduler to the process, not the other way round.

A record of what happened

Completed tasks stay logged against the customer record, so the history of who did what and when is there when you need to account for it.

Why keep task management inside the CRM?

Most task tools and most CRMs are built by different teams, so your to-do list and your sales history end up living in two places that don't talk to each other. Task Scheduler is part of CherryBerry CRM itself, not bolted on, which changes a few things in practice.

No second tool to keep in sync

There's no export, no integration to configure, and no risk of a task existing in one app while the deal it's about exists in another.

Every task carries sales context, not just a title

Because a task is attached to a lead, contact, or opportunity, opening it shows the record behind it, not a checklist item with no history attached.

Follow-ups never vanish between deals.

When a deal changes hands or a rep is reassigned, the tasks move with the record instead of staying behind in someone's personal list.

Built for reps and the managers above them

Task Scheduler looks different depending on who's using it. Reps see their own queue, what's due, what's overdue, what's next, without wading through the rest of the team's work. Managers see the whole team's workload in a single view, so a stalled follow-up shows up before a customer has to point it out. Both are looking at the same tasks; the view just matches the job.

Questions

About Task Scheduler

Can I see the calendar by week or day?

Yes. The scheduler switches between month, week, and day and colour-codes activity by whether it belongs to a lead, a contact, or an opportunity.

Can managers see the whole team's workload?

Yes. Visibility follows the hierarchical controls in user management: managers see their team's queue, and reps see their own.

What's the difference between a task and a logged activity?

A task is something that still needs to happen: a call to make, a follow-up to send. Calls, meetings, and other events are logged against the same record once they're done, so the two sit side by side instead of being forced into one generic type.

Are completed tasks saved, or do they disappear once they're done?

Completed tasks stay logged against the customer record, so there's a history of who did what and when, rather than a list that resets to empty.

Can we set up our own task types and priorities?

Yes. Task types, stages, and priorities are configured to match your existing process rather than a fixed template.

How is this different from a standalone to-do app?

The main difference is context. A task here is attached to a lead, contact, or opportunity, so opening it shows the record it belongs to rather than a bare checklist item with nothing behind it.

Does Task Scheduler work with leads, contacts, and opportunities, or just one record type?

All three. A task can be attached to whichever record it actually belongs to, so follow-ups stay with the right part of the sales process.

Explore more

See it running on your own process

Book a walkthrough and we'll show you CherryBerry configured around the way your team actually sells, not a generic demo tenant.

Request a demo Talk to us