Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.
MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.
It's easy to connect Nutshell + MeisterTask without coding knowledge. Start creating your own business flow.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Triggers when an attachment is created.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is created on a task.
Triggers when a label is created.
Triggers when a new person is added to a project.
Triggers when a new project is created.
Triggers when a new section is created.
Triggers when a Task is created or changed.
Triggers when a Task label is created.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Creates a new attachment.
Creates a new label.
Creates a new task.
Creates a new task label.
Updates an existing task.
In this article I will discuss what is Nutshell and how it is integrated into MeisterTask. Then I will talk about the benefits of that integration and conclude the article.
Nutshell is a top which automatically creates a hierarchical task tree based on the tasks in your project. These trees are useful for planning and tracking progress, especially when you have many tasks with dependencies.
Whenever you create or move a task in your MeisterTask project, Nutshell creates a new tree based on the changed tasks. You can also manually create trees by selecting the "New Tree" option from the left sidebar menu.
Once you have created a tree, you can add tasks to it from any page in MeisterTask. Right-click on the tree and choose "Add Task", then select the subtree where you want to add the task. The subtree will expand to show a new node with your task as its child.
When you drag a task from one subtree to another, Nutshell creates a link between them and updates their due dates according to their parent/child relationship. This allows you to seamlessly transition between different plans or tracks without having to duplicate the work and manually update the tasks' due dates.
Nutshell is a great way to quickly visualize projects and plan work. It is integrated directly into MeisterTask, so there are no separate apps to learn or account logins required. And once you've set up trees for your projects, you can manage your entire project from within MeisterTask, not just parts of it.
The process to integrate Nutshell and MeisterTask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.