Getting the job

Creating tasks

Available in: Keap Pro

 

Keap provides a task management tool that empowers you to stay in control of your daily workflow. Your task list can be accessed from multiple areas within Keap for your convenience.

From your dashboard, you will see an abbreviated list of your tasks in order of past due, due today, and future tasks. You can click on a task to view details, make changes, reschedule, or mark as complete. You can also quickly add a task from the dashboard task widget.

Why the name change?

Infusionsoft is now Keap. Why? Because it takes perseverance to grow a successful small business, and we’re here to help.

Our mission remains the same: To simplify growth for millions of small businesses worldwide.

As Keap, we now offer a family of products designed to help small businesses no matter what stage they’re in.

We created Keap, the all-in-one CRM, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.

Our top-tier product, Infusionsoft, is for small businesses with more advanced sales and marketing automation needs.

So whether you want to start simple or you’re ready for our most advanced edition, we offer a Keap product that will help you get organized, deliver great service, and grow your business.

Keep going. Keep serving. Keep growing.