Features

Tasks & reminders

Stay organised, stay on track, and never miss a follow-up. With Stantia’s flexible task and reminder system, you can assign work, schedule recurring actions, and receive timely email prompts – all designed to help your team manage their workload with ease.

← See all features
Stantia CRM tasks and reminders feature, allowing assignment of work, scheduling actions, and receiving email prompts to stay organised.

  • Stay on top of your workload with tasks and automated reminders.

  • Assign tasks to yourself or delegate to team members for better workflow management.

  • Get email reminders for upcoming or overdue tasks, so nothing slips through the cracks.

  • Create one-off or recurring tasks with flexible recurrence options – including indefinite recurrence.

  • Set due dates and notes to organise your tasks more effectively.

  • Link tasks to specific customers or boats for greater context.

  • Filter and view tasks by title, user, date, or status.

Stantia Features

Frequently Asked Questions

Yes. You can create tasks that repeat daily, weekly, monthly, or on a custom schedule. Unlike some CRMs, Stantia allows tasks to recur indefinitely – no recurrence end date required.

Absolutely. You’ll receive email reminders for upcoming and overdue tasks to help you stay on top of your workload.

Yes. Tasks can be assigned to yourself or to other users (even multiple users), making it easy to delegate work and keep your team organised.

Yes, you can link tasks directly to customer records and boat listings. This also enables you to see all tasks associated with a contact or boat from the Tasks tab of the view contact and view boat pages.

Tasks can be filtered by title, user, date, or status. This makes it easy to stay organised and prioritise what needs attention. Tasks which are linked to a boat or a contact are also visible on the Tasks tab for the boat/contact.