Introducing Task Manager: Never Let a Follow-Up Slip Through the Cracks

Every business has a version of the same problem: a customer texts in, leaves a review, or misses a callback — and somewhere between the front desk and the follow-up, it gets lost. Not because anyone dropped the ball on purpose, but because “remembering to follow up” was never built into the workflow in the first place.

Task Manager fixes that. It’s a new way to turn customer moments into tracked, assigned, accountable work — right inside Cinch, with no extra tools and no extra cost.

What Task Manager Actually Does

Task Manager lets you create, assign, and track tasks tied directly to a customer’s record. Instead of a sticky note, a Slack message, or a mental note to “circle back,” every follow-up becomes a task that lives with the customer it belongs to — visible to your team, and impossible to lose track of.

Where Tasks Come From

The fastest way to create a task is right from your Inbox, without leaving the interaction you’re already looking at. One click turns any of the following into a task automatically linked to that customer’s record:

• Text messages — a customer asks a question that needs follow-up
• Reviews — a less-than-perfect review that needs a response
• Surveys — feedback that flags something worth addressing
• Voice calls — a call that ended with an open item
• Scheduled appointments — pre- or post-visit follow-up

If a task already exists for that record, Cinch shows it to you instead of letting you create a duplicate — so nothing gets tracked twice, and nothing gets missed.

Built to Match How Your Team Actually Works

Every task moves through stages — To Do, In Progress, Waiting on Customer, Complete are common starting points, but you can rename, reorder, and color-code stages to match your own workflow. One stage always marks a task as complete, no matter what you call it.

Categories work like tags. Use them to flag what matters most — VIP customers, urgent issues, whatever your team needs to filter by — so priority items are never buried in a long list.

Two views make it easy to work the way you prefer:

• List view in the Inbox shows every task with its customer, type, assignee, location, and stage at a glance.
• Board view groups tasks into swim lanes by stage, so you can drag and drop a task from “In Progress” to “Complete” as work happens.

And when a task moves to a new stage, it can automatically trigger the customer’s next step in an automation path — so the task itself becomes part of the follow-through, not just a record of it.

Keeping Your Active List Clean

Completed tasks don’t have to pile up. Turn on auto-archive and set a number of days (14 is a common starting point), and finished tasks will drop off your active list automatically — while staying fully accessible in your archive if you ever need to look back.

See It All From Your Dashboard

Add Task Manager widgets to your dashboard for a live view of your team’s workload:

• Task Pipeline — a snapshot of tasks in every stage
• My Tasks — your own personal to-do list
• Tasks by Category — your workload broken down by tag
• Tasks by Source — where tasks are coming from (reviews, surveys, calls, texts, or created by hand)

Click into any widget to jump straight to that filtered view in Task Manager.

Getting Started

Task Manager is included with your Cinch subscription at no additional cost — there’s nothing extra to buy and nothing extra to negotiate. It’s available now from the Integrations tab in your Cinch account.

A few tips as you set it up:

• Keep stage names short and consistent across your team so the workflow is easy to follow at a glance
• Use categories to flag priority items so they’re easy to filter on the Board or in the Inbox
• Turn on auto-archive early so your active list stays focused on what still needs attention
• Before creating a new task, check whether one already exists for that customer interaction

Nothing about how your team follows up with customers has to depend on memory anymore. Task Manager makes sure the next step is always visible — and always assigned.