Tasks
Automatic to-dos
for every deal
Give your team and talent a clear list
of what’s due on every deal.
“We used Slack and Google Calendar to track tasks, and it was tedious and time-consuming for our team. July makes things much easier.”
Jacie Unland
Vice President
01 · Defaults
Set default tasks for every deal
Choose the tasks every deal needs, and July adds them to each new deal with the right person and due date.
Default Tasks
Manage the default tasks that are added to new deals.
Add default task
Assign to deal creator
Send media kit
1 day after creation
Matt Hobbs
Send contract
2 days after creation
Assign to deal creator
Collect W-9 from brand
3 days after creation
Margot Beard
Send invoice
7 days after creation
Assign to deal creator
Share performance report
14 days after creation
02 · Deals and calendar
See tasks on deals and your calendar
Every task shows up on its deal and on its due date, so work always has context.
