Standalone modules:Perspectiv CRM → Perspectiv LMS → Perspectiv Sites →

Platform / Agenda / Tasks

AGENDA: Bookings Meetings Tasks

Tasks · Planned

All your work in one list.

My work brings tasks from every part of Perspectiv into one list, free for everyone and always on, so nothing assigned or agreed gets lost.

Perspectiv private beta · Q2 2027 · CRM and Knowledge sites first. Other capabilities follow in stages.Apply for the private beta →

From a task to work that gets done.

One task, wherever it shows up: in My work, in the meeting and in the project.

  1. Capture the workAdd a task on its own, from a meeting note or from a project.
  2. Give it an owner and a dateOne person is accountable, with collaborators and followers as needed.
  3. See what needs attentionOverdue work, and work with no owner or no deadline, stands out.
  4. Finish it where it belongsThe module that owns the work decides when it is done.

Everything you need to follow work through.

Tasks from every area, with the same task counted once wherever it appears.

  • My workToday, needs attention, my work, assigned by me and upcoming, in list or board views.
  • Clear ownershipOne owner for shared work, with deadline changes and history kept.
  • Quick personal tasksJust a title, with no project or meeting needed.
  • Team viewsShared work and blockers for the team, with personal tasks kept private.
  • CategoriesFor the organization, a team or just you.
  • Connected to the sourceWork linked to its project, event or request, and completed where it belongs.

Recurring tasks Later Subtasks and dependencies Later Saved views shared with a team Later

Everything in Tasks

My work: every task from every part of Perspectiv in one list, free for everyone and always on. Items marked Later come in a later phase.

My work, free for everyone

  • Quick personal tasks with just a title, no project or meeting needed
  • Tasks from every part of Perspectiv in one list
  • One accountable owner, with collaborators and followers
  • To do, In progress, Blocked, Done and Canceled
  • Overdue, needs an owner and needs a deadline flagged
  • Deadlines by date or time, with the original and revised dates kept

Views

  • Today, needs attention, my work, assigned by me and upcoming
  • List and board views with filters
  • Team work views that never show anyone’s private tasks
  • Categories for the organization, a team or just you

With the rest of Perspectiv

  • Work linked to projects, events, documents and requests
  • The module that owns the work decides when it is done
  • Submit a project status report from its task
  • Schedule a meeting from a task through Bookings

After the first release

  • Recurring work, such as a monthly report Later
  • Subtasks and dependencies Later
  • Saved views shared with a team Later
  • Focus time blocked out in your calendar Later
  • Review and approval links to more modules Later

Connected across Perspectiv.

Tasks brings work together from the modules you use. Each keeps its own availability.

Common questions

Questions

Is Tasks free?

Yes. The basic My work page is free and always on for everyone. Team views come with the paid part of Agenda, whose price has not been set yet.

Do tasks need a meeting or a project?

No. You can add a task with just a title and link it to a meeting or a project later, or never.

Can my manager see my personal tasks?

No. Team views show shared work only; personal tasks stay private to you.

Can a task approve a purchase or submit a report?

Only through the module that owns it. Tasks shows the work and opens the right step, but the approval or submission happens there.

Follow the Tasks plans.

Get updates as Tasks takes shape.

Get product updates Explore Agenda