How to manage your to-do list directly in the CRM SmartWe – without any additional app

Many small tasks arise directly in everyday work: a quick note about an appointment, an organizational task around an event, or a reminder for the next customer meeting – or simply exactly what you need or want to get done today.

This is exactly where our new extension comes in.

We have developed a to-do checklist for the cloud CRM SmartWe, now available in the SmartWe App Store. This allows you to capture and organize tasks directly in the CRM, without needing separate note-taking or task management apps.

For you, this means: more clarity, fewer tools, and more efficient workflows in your daily work.

How to manage your own daily to-dos and the small subtasks of larger tasks directly in SmartWe CRM

Here you get 2 in 1:

1.) In the checklist app, you record your own tasks that you need or want to complete today and can check off one by one. If it turns out that some tasks are bigger than expected, you can convert them into tasks with the usual properties.

This is where you focus on your own tasks for the day. Of course, to-dos remain open if they are not completed, but the idea is that you are in control of your day – not the other way around.

2.) The small to-dos that belong to larger tasks – you can easily enter them directly within the task. You know how it goes: you’re organizing an event and handling numerous subtasks, each with their own to-dos: selecting catering – which includes gathering quotes, internal coordination, preparing proposals, and so on.

Here you handle the small to-do tasks directly in the relevant record in the CRM – right where they originate.

Instead of saving notes in external tools or maintaining separate task lists, you now keep everything in one central place.

What you gain from this

• Capture tasks directly at the customer, appointment, or project level

• Fewer media breaks through external tools

• A clear overview of open items

• Better collaboration within the team

This keeps important tasks always stored in the right context.

Organize subtasks easily and intuitively

Our integrated to-do widget allows you to quickly break tasks down into structured subtasks.

This is especially helpful for organizational topics.

Typical examples from everyday work

Appointments or events often generate several smaller tasks, for example:

• Book a room

• Organize catering

• Rearrange seating

These items can be saved directly as a checklist in CRM SmartWe or in CRM genesisWorld.

Flexibly adjust order and priorities

All tasks can be rearranged via drag & drop. This allows you to reprioritize at any time and structure tasks with ease.

Always keep track of your task progress

To help you stay on top of things, the app displays the current status of your work through a visual progress indicator (donut).

This helps you to:

• Quickly recognize the progress of tasks and projects

• Keep track of open items

• Make workflows more transparent

Especially within a team, this visualization creates greater clarity and better coordination.

With the to-do list and checklist, you stay in control of your day – not the other way around

To keep a personal overview of your own to-dos, simply jot down today’s tasks one by one directly on the CRM interface. Forget other to-do apps and the constant switching back and forth.

Completed tasks cause your progress donut to fill up.

Now available in the SmartWe App Store

Our to-do & checklist for SmartWe is now available in the SmartWe App Store.

Installation is simple:
Download the app, install it, and start using it directly in SmartWe CRM.

From now on, you can organize your tasks directly in the CRM – without additional tools or external apps.