Overview
Taskade allows you to transform your workspace into a powerhouse for customer relationship management (CRM) with the Table view.
🔶 Track client interactions
🔶 Manage sales pipelines
🔶 Automate leads nurturing
💡 Note: Read the Table View article to learn more.
Getting Started with Table View
The Table view introduces adjustable columns tailored to your project's needs and lets you resize, rearrange, and modify visibility for a personalized CRM experience.
Enable the table view:
To build your CRM, start by switching to the Table view:
Open your project.
Click the 4th icon in the navigation bar at the top.
Select the table view again to set the view as default.
💡 Note: Changing project views doesn't affect project contents.
Add CRM Columns
Next, we need to add columns that will help you segment and sort your CRM information in a way that's tailored to your workflow.
Click the ➕ button next to the last column (you may need to scroll right).
(method #1) Choose one of the available presets.
(method #2) Choose Single select to add a custom column.
Edit Columns / Fields
You can customize existing CRM fields at any time:
Edit field contents:
Click the ··· three dots next to a column name.
Choose ✏️ Edit Field from the list.
Edit the field name and available options.
Resize, reorder, or hide columns:
Resize: Click and hold a column divider and drag it to the left or right.
Reorder: Click and hold a column header and drag it to the left or right.
Hide: Click ··· next to a column header ➡ Hide column.
Show: Click the ➕ button at the end of a table to add columns again.
You may need to scroll to the right to see the ➕ button.
Add CRM Entries
Now that we've laid the groundwork with our neatly arranged columns, it's time to bring our CRM to life by adding entries. This is where the magic happens – each entry represents a valuable interaction, a client, or a lead that helps your business thrive.
Click the ➕ Add Task button at the top of the table.
Type the name or title on the left.
Use the column drop-downs to select item parameters.
Automate Your CRM with Taskade AI
Taskade lets you connect to essential tools like Mailchimp, Google Sheets, Google Forms, or Gmail to automate your CRM workflow.
Go to the Automations tab in your workspace
Click ➕ Add automation.
Click ➕ Add Trigger to choose a trigger.
Click ➕ Add Action to define automation steps.
When you're done, click Save changes in the top-right corner.
💡 Note: Watch this short video to get started! 👇
Automation Ideas
You can automate and streamline your CRM projects in many different ways. Here are a few CRM automation ideas to get you started.
Google Forms + Taskade AI + Gmail
Google Forms | Trigger: New Form Submission |
Taskade | Action: Add Task |
Taskade AI | Action: Generate with AI |
Gmail | Action: Send email |
🔄 Automation Scenario: When a new form submission is received from a potential lead through Google Forms, the lead is added to the CRM project. Taskade AI generates a personalized message based on the submitted information. Gmail then automatically sends this message to the lead.
Calendly + Taskade AI + Slack
Calendly | Trigger: Event Scheduled |
Taskade | Action: Add Task |
Taskade AI | Action: Generate with AI |
Slack | Action: Send channel message |
🔄 Automation Scenario: When a new event is scheduled in Calendly, the lead is added to the CRM project. Taskade AI generates a personalized message or reminder based on the event details. This message is then sent to a designated Slack channel to notify team members about the scheduled event.
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact