Task Generation is now available in LRM (Land Relationship Manager). When a project moves to a new pipeline stage, the tasks for that stage generate automatically, tied to the deal record and ready to assign.

Your team's standard steps get encoded once and applied across every project. Non-negotiable checklist items stay attached to their stage — a document must be attached before a step closes, so nothing critical slips.

Tasks can still be added or skipped at the moment of stage transition, because no two deals look exactly the same.

Field teams can complete tasks and attach documents on-site from the mobile app, without returning to the office.

Available on Enterprise plans. Not on Enterprise yet? Talk to your account team.