Tasks That Live Beside the Records They Belong To
Manage follow-up work where the underlying records already live instead of syncing tasks across another app.
Keep assignments, reminders, due dates, and task comments connected to the customer, request, project, or asset that needs action.
Why this matters
Most teams store data in one place and work in another. That split creates stale links, duplicate updates, and missed accountability.
InfoLobby includes lightweight task management built for data-centric work. Create standalone tasks or attach them to records, assign owners, add comments, and send reminders without forcing the team into a separate task product.
The task should not become another place to maintain context.
A task like 'follow up' is only useful if the person can see what they are following up on. InfoLobby keeps the action next to the record, so ownership and context travel together.
- Attach tasks to records or keep them standalone when needed
- Use due dates, reminders, assignment, and comments
- Keep due work visible from the main app header
What changes for the team
- Attach tasks to any record or keep them standalone
- Assign teammates and set reminders
- Track discussion inside each task
- See due and overdue work from the main app header
Feature details
- Use tasks for personal reminders or team handoffs
- Add due dates and optional timed reminders
- Keep task comments with the work item itself
- Access record-scoped tasks through the public API
How teams usually start
- Attach tasks to the records that need action: customers, requests, projects, assets, or approvals.
- Assign owners, due dates, reminders, and comments without copying context into another task app.
- Use the task views and header badge to keep due work visible across the team.
FAQ
Can tasks exist without being attached to a record?
Yes. InfoLobby supports both standalone tasks and record-linked tasks.
Do tasks support reminders and comments?
Yes. Tasks support due dates, reminder timing, assignment, and their own comment thread.
Want this feature in a system your team can actually run?
Start with the workflow this feature supports, then add the records, views, tasks, comments, and automations around it.