Creating tasks from a deal
How tasks work in Ikigai: create them from a deal card or the Tasks page, track statuses and priorities, and work your queue in list or kanban mode.
Tasks & approvals
Create tasks from deals, plan next touches, and route requests through approvals.
3 articles
Planning the next touch
A touch is a planned client contact stored on the contact or company itself — a lightweight reminder of when to reach out next, not an assigned task.
Requesting and granting approvals
How approval workflows route deal decisions to the right person: automatic triggers on amount and closing, manual requests, and the approvals inbox.