BOS

Business Operating System

Business Growth, Made Simple

Tasks

Track calls, emails, research, follow-ups, meetings, and next actions here.

Open Tasks

Active next actions

Due Today

Needs attention today

Overdue

Past due follow-ups

BOS Task Assistant

Helps users prioritize tasks, work overdue follow-ups, clean up next actions, and route back to related contacts, organizations, or leads.

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Open follow-ups and next actions

TEST TASK

TESTING CALENDAR INTEGRATION; can this edit in tasks

Due: 6/2/2026open

John Smith

No organization

Work Center

Edit

Follow up: No answer

TEST

Due: 6/3/2026open

Cameron Thorn

No organization

Work Center

Edit

TESTING IF NOTE IS EDITABLE

TEST

Due: 6/8/2026open

Cameron Thorn

Test Partner Organization

Work Center

Edit

TESTING LEAD transfer section

seeing if I make the note in here if it will go to leads as well

Due: 6/8/2026open

Cameron Thorn

Test Partner Organization

Work Center

Edit

TEST: seeing if task on contact appears on lead and organization

TASK ACROSS CONTACT LEAD AND ORG

Due: 6/9/2026open

John Smith

No organization

Work Center

Edit

TESTING ORG WORK CENTER TASK EDITING CHECK

TESTING EDIT

Due: 6/9/2026open

John Smith

ARM Local Prospect

Work Center

Edit

TESTING IF EDIT TASK WORKS

TESTING TITLE CHANGE

Due: 6/9/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

TEST TASK 2

Due: 6/12/2026open

Cameron Thorn

No organization

Work Center

Edit

TESTING

this needs to be seperate from call result

Due: 6/13/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

Follow up: Permission to Send Info

Follow Up Task for this weekend: TESTING

Due: 6/13/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

Follow up: No Answer

TESTING; does it come into call result log and top of tasks

Due: 6/14/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

Task Test #3

Testing the Task and if this work properly

Due: 6/15/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

TASK TEST 3

can this actually save across multiple sections

Due: 6/15/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

TaskTitle Test

2nd try; call later

Due: 6/15/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

what date was this person last contacted

TESTING

Due: 6/16/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

Follow up: Do Not Contact

TESTING TO SEE IF IT ADDS TO CALL LOG NUMBER AND HISTORY

Due: 6/20/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit

Follow up: Other

TESTING LOG CALL

Due: 6/27/2026open

Anthony Miles

Hope City Outreach

Work Center

Edit