Flexible Task Board
Kanban, table, and calendar views over the same data. Customizable columns and labels per workflow — admin, internal ops, training, anything you'd track outside the pipeline.
The work that isn't a deal still needs to get done.
Not everything is tied to a prospect. Forecast updates, training follow-ups, internal handoffs — Tasks gives your team a shared board for everything that needs tracking outside of the deal pipeline.
Kanban, table, or calendar — pick your view.
Tasks lives as a flexible board your team configures to match how they work. Kanban columns for visual thinkers. Table view for spreadsheet people. Calendar view for time-based work.
Same data, different lens — switch anytime.
Columns are fully customizable. Name them whatever fits your workflow: To Do, In Progress, Blocked. Or by category: Admin, Internal, Waiting. Your board, your labels.
To Do (2)
Update Q3 Forecast
Due: TomorrowHigh
In Progress (1)
Review Legal Redlines
Due: FridayMedium
Agent
Send pricing tier breakdown
Auto-created from Iron Clad call
Manual
Expense Report
Created by Alex
Approval
Email Draft: Vertex Labs Check-in
Converted from timed-out approval
Tasks appear from everywhere. Nothing falls through.
Tasks come from three places. Your agent creates them automatically — a call ends and the follow-up action becomes a task.
You create them manually — internal items, admin work, anything you need to track.
And when an approval times out (the agent couldn't reach you), it converts the action into a task with full context. You always know why something is on your board and what triggered it.
Assign to a person or assign to the agent.
Some tasks need a human. "Call the prospect back" is yours. "Update the quarterly forecast" is yours. These stay on the board until you mark them done.
Other tasks can be handled by the agent. "Draft a follow-up email" — assign it and the agent picks it up during its next work cycle.
"Research this company before Thursday" — the agent does it overnight and posts the result. The board shows exactly who owns each task.
Call prospect back
Alex
Draft follow-up email
Agent
Alex
Agent
Deals Board
Iron Clad
Revenue Work
Tasks Board
Update Forecast
Internal Ops
Tasks is for everything else.
Deal follow-ups, meeting prep, prospect outreach — that lives in Deals. The agent manages it through plans, not tasks. You don't need two systems tracking the same work.
Tasks is for the operational work that doesn't belong to a specific deal: team admin, internal projects, training items.
Clean separation means you always know where to look. Deals for revenue work. Tasks for everything else.
The shared task board your revenue team actually uses.
BlueReef Tasks is a flexible Kanban / table / calendar board for everything that doesn't belong to a deal — agent-created follow-ups, manual to-dos, and timed-out approvals, all on one shared surface.
Auto-created from the Agent
Agent-generated tasks appear when calls produce follow-ups, and timed-out approvals convert into tasks with full context — so nothing the agent couldn't reach you about ever falls through.
Assign to Human or Agent
Some tasks need a human. Others — drafting an email, doing overnight research — can be assigned to the agent and picked up in its next work cycle. The board shows who owns each item.
One board for everything outside the deal pipeline.
Agent-created follow-ups, manual to-dos, timed-out approvals — all in a Kanban / table / calendar view your team configures.