PLANS & TASKS
Track progress, not emails
Interactive task lists with due dates, assignees, and clear instructions. Your customers always know what to do next.
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INTERACTIVE CHECKLISTS
Clear next steps, always
Break onboarding into clear tasks with due dates and instructions. Customers check off tasks as they go.
- Due dates and reminders
- Step-by-step instructions
- Customers can check off tasks
PROGRESS TRACKING
See exactly where they are
Progress bars and completion percentages show exactly how far along each customer is.
- Visual progress bars
- Completion percentages
- Spot stalled projects early
ASSIGNEES & OWNERSHIP
Everyone knows their job
Assign tasks to specific people on either side. Clear ownership means no more confusion.
- Assign to team members
- Assign to customers
- Clear accountability
Questions you might have
Yes. Customers can check off tasks directly in their workspace. You see updates in real-time.
Not yet, but you can organize tasks in phases/sections to create a logical flow.
HubSpot integration is available on Scale and Enterprise plans. More integrations coming.
Yes. Each workspace is independent – customize due dates, tasks, and content per customer.
Try Borda for 14 days – No strings attached
No more juggling between tools, spreadsheets, or constant follow-ups.
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