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TaskBox (Beta)

Apr 19, 2024

We are excited to introduce TaskBox! One central place to help you track your most important day-to-day operations. No matter where you are involved in the Deal lifecycle ā€” from Sales Reps to executive countersigners ā€” Tasks are automatically created when someone collaborates with you, assigns you to approval a topic, or needs your signature on a deal.


TaskBox natively integrates with the updated workflow engine, so your team never misses a beat whenever a re-approval is needed. More tasks will continue to be added over the coming weeks so, if you need a task thatā€™s missing, send us a note at

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