SellingUpdated 10 min read

Best task management app in 2026: 9 picks for people who sell

For most people who sell, Todoist is the best task management app: type "call Dana tomorrow at 4 PM" and the follow-up lands on tomorrow with its time set, free for five projects. If it has to be free and you want a calendar view, take TickTick. Seven more suit narrower jobs, from Outlook inboxes to WhatsApp promises.

How we chose

A seller's to-do list isn't a project plan. It's the quote you promised, the callback a prospect asked for, and the check-in with a client who's gone quiet for three weeks. So we judged each app by one thing: what happens to a follow-up between the moment you promise it and the day it's due.

We read each app's own pricing page, feature pages and help docs. We didn't test them hands-on, and you won't find star ratings here, because we'd have had to make them up. Prices are in US dollars as of October 2026. Several need yearly billing, so open the pricing page again on the day you pay.

Six things decided the list:

  1. You can add a follow-up in the seconds between hanging up and the next dial, ideally by typing the date in words.
  2. Every task gets a due date and a reminder that reaches you on the day.
  3. A weekly check-in repeats on its own, without you typing it again.
  4. What you add on your phone is on your laptop when you sit down.
  5. It sits close to where your conversations happen: your email, your calendar or WhatsApp.
  6. The free plan holds a real selling week, or the paid one costs less than one lost deal.

Boards, automations and AI came last. None of them help if the callback never made it onto the list.

The 9 best task management apps, by job

They're in order of how many sellers each one suits, not by a score. Most people who sell should start with Todoist. If it has to be free and you want your week on a calendar, start with TickTick. Read the "Skip it if" lines first, since they rule out more than the features rule in.

1. Todoist: best for most people who sell

Todoist is built for fast capture. Its Quick Add reads dates written in plain words, so "call Dana tomorrow at 4 PM" files the task on tomorrow with the time set, and "every other Tuesday" makes it repeat, on the free plan as well.

The free Beginner plan gives you five personal projects, task reminders, repeating due dates and three filter views. Pro costs US$5 a month billed yearly or US$7 monthly, and adds 300 projects, a calendar layout and deadlines.

Pick it if your follow-ups come out of calls and you want each one dated before you dial the next number. Skip it if you want your week laid out on a calendar without paying, because the calendar layout starts on Pro.

2. TickTick: best free plan with a calendar

TickTick's free plan covers nine lists of up to 99 tasks each, list and kanban views, a basic calendar view, two reminders per task and dates typed in plain words. It also tracks up to five habits, which suits a daily target like 20 dials.

The paid plan is US$49.99 a year and lifts you to 299 lists, five reminders per task and the full set of calendar views.

Pick it if you want this week's callbacks laid out by day and don't want to pay for that. Skip it if you keep every lead in one long list, because the free plan stops at 99 tasks a list.

3. Microsoft To Do: best if your leads arrive in Outlook

Microsoft To Do is free and syncs across the web, iPhone, Android and Windows. My Day suggests what to put on today's list, and you can break any task into steps.

Its best trick for a seller is the flagged email list. Flag a lead's email in Outlook and it turns up in To Do as a task named after the subject line, with a way back to the original email. Turn the list on and the last 30 days of flags come with it, up to the 100 most recent.

Pick it if your enquiries come in by email and you already flag the ones you owe a reply. Skip it if your leads land in a shared sales mailbox: only flags from your own primary mailbox sync, and only on an account Microsoft hosts, such as Outlook.com.

4. Google Tasks: best if you work in Gmail and Google Calendar

Google Tasks sits in the side panel of Gmail, Calendar, Chat and Drive. Turn an email into a task and you can click back to the message later. Any task with a date shows up on your Google Calendar, tasks repeat daily, weekly, monthly or yearly, and you can keep a separate list for each client.

There's no Tasks plan to choose. It opens in Gmail's side panel or at tasks.google.com under the Google account you already use. On a work or school account, your administrator decides whether it's switched on.

Pick it if your day runs on Gmail and Google Calendar and you want callbacks in the same week view as your meetings. Skip it if your company's Google account has Tasks turned off, because only the administrator can turn it back on.

5. Apple Reminders: best if you'd rather not install anything

Reminders is already on your iPhone. Type a reminder, dictate it or ask Siri, then share the list or sort it with tags and Smart Lists. Control Center adds a reminder without leaving the app you're in.

There's no plan to buy. It comes with the phone.

Pick it if you sell from your iPhone and want to capture a callback by voice. Skip it if your reminders sync through a work account instead of iCloud: Apple says some features only work with reminders kept in iCloud.

6. Any.do: best for follow-ups you promise on WhatsApp

Any.do's free plan covers tasks and lists, reminders, a calendar and a daily planner, synced across your devices. The paid plan adds repeating tasks, location reminders and WhatsApp reminders. Connect the Any.do bot and forward a client's WhatsApp message to it, and the message becomes a task. When it's due, the reminder reaches you on WhatsApp, as a push notification or both.

The paid plan is US$4.99 a month billed yearly or US$7.99 monthly.

Pick it if most of your client promises are made in WhatsApp chats and that's the app you check first. Skip it if you want repeating tasks without paying, since on Any.do they're a paid feature.

7. Trello: best for seeing every follow-up as a card

Trello puts each task on a card in a column. Give a board four columns, such as "To call", "Waiting on them", "Quote sent" and "Done", and drag each card along as the deal moves. The free plan covers up to 10 collaborators in a workspace, 10 boards, unlimited cards, due dates and the phone apps, and its Inbox catches to-dos from email, Slack and Teams.

Standard is US$5 a user a month billed yearly, or US$6 monthly, and lifts the board limit. The calendar view starts on the next plan up, at US$10 a user a month billed yearly.

Pick it if you think in stages and like moving a card when something changes. Skip it if you want callbacks on a calendar without paying US$10 a seat.

8. Asana: best for a manager handing out follow-ups

Asana's free Personal plan covers two users, with unlimited tasks and projects and list, board and calendar views. Starter removes the seat limit and adds unlimited automations, forms that create tasks, and custom fields.

Starter is US$10.99 a user a month billed yearly, or US$13.49 monthly.

Pick it if you manage a few reps and want automations that assign work and send alerts, so Monday's check starts from one shared list. Skip it if your team is bigger than two and the budget is zero, because the free plan stops at two users.

9. ClickUp: best free plan for a whole team

ClickUp's Free Forever plan has no cap on members: unlimited tasks, unlimited free members, kanban boards and a calendar view, with no credit card. It also packs in docs, sprints, time tracking and video calls, with 60 MB of storage.

Core is listed at US$9 a user a month billed yearly, marked down from a regular US$12.

Pick it if your team of five wants one shared place for follow-ups and won't pay until it's sure. Skip it if you attach proposals and contracts to tasks, since 60 MB fills fast, or if all you want is a list, because that's a lot of menus to ignore.

Free plans and starting prices

Prices are per user per month as of October 2026, and several need yearly billing.

AppFree planPaid fromBest for
Todoist5 projectsUS$5Capture after calls
TickTick9 lists of 99 tasksUS$49.99 a yearA free calendar view
Microsoft To DoFreeNo paid planLeads by Outlook email
Google TasksWith a Google accountNo paid planGmail and Calendar
Apple RemindersBuilt into iPhoneNo paid planiPhone-only sellers
Any.doTasks and remindersUS$4.99WhatsApp promises
Trello10 boardsUS$5Follow-ups as cards
Asana2 usersUS$10.99A manager's team
ClickUpUnlimited membersUS$9A free team space

When the free plan is enough

A free plan is enough while it holds every open follow-up you have and repeats the ones that come round each week. Count yours before you pick, because each free plan runs out in a different place:

  • Todoist: five personal projects, with reminders and repeating dates included.
  • TickTick: nine lists, and 99 tasks in each.
  • Any.do: no repeating tasks until you pay.
  • Trello: 10 boards and 10 collaborators.
  • Asana: two users.
  • ClickUp: 60 MB of files.

Say you have 45 prospects in play and 12 clients you check in with every week. That's 57 tasks, which fits inside one TickTick list with room to spare. On Any.do's free plan, those 12 check-ins don't repeat, so you'd type them again every Monday: 48 retyped tasks a month. That's the week US$4.99 starts paying for itself.

Move off free the first week a free plan makes you retype something, or squeeze a client list into a box that's too small.

Plan a selling day with the 1-3-5 rule

An app holds the list. It doesn't decide how much goes on today. The 1-3-5 rule does that job. Alex Cavoulacos, founder and president of The Muse, shared it: you can get one big thing, three medium things and five small things done in a day, so keep the list to those nine.

For a seller, the nine look like this:

SizeWhat it isA seller's example
1 bigThe task that moves a dealSend the proposal you promised for Thursday
3 mediumFollow-ups that need thoughtAnswer a price objection, call a referral, confirm a demo
5 smallQuick touchesA one-line check-in, a thank-you, logging yesterday's calls

The Muse's page adds two adjustments that fit sales well. On a day packed with meetings, cut the number down. If enquiries land on you all day, leave a few slots blank for them.

Write tomorrow's nine before you finish today. Copy the call block from the daily sales routine template into your calendar and give the big one that slot. Stuck choosing it? Take the task closest to a signed deal, and if two tie, the one you gave the client a date for.

Task app or CRM?

A task app knows "call Dana Thursday". It doesn't know what Dana said last time, what you quoted or which chat it happened in. While you're one person with 20 clients and a good memory, that's fine. Past that, the gap starts costing you. You open Thursday's task, spend five minutes scrolling WhatsApp and email for the context, and a follow-up that takes effort to start is the one you push to Friday.

These are the signs you've outgrown a task app:

  • You search your chats before every follow-up to remember what was said.
  • One client has tasks in one app, notes in another and the chat in a third.
  • A colleague covering your leave can't tell what you promised to whom.
  • A callback kept getting pushed because the task had no context, and the client bought elsewhere.

If two of those are true, you want a CRM, where each task sits on the client's record with the conversation beside it. Take two from the best CRM for small business list and sell from both next week.

In ActivityTracker a follow-up can sit on the client's record, so the task opens beside the person it's about.

See the follow-up app

Test one in a real selling week

Don't choose from a features page. Pick one app from the list, load your real follow-ups on Monday and sell from it for five days.

  1. Monday morning: add every open follow-up with a due date, and set weekly check-ins to repeat.
  2. After each call: add the next step before you dial again, and notice how long it takes.
  3. Wednesday: check whether a reminder put a quiet prospect back in front of you, or you had to remember them yourself.
  4. Friday: open the list on your phone and your laptop and check they match. Then clear or re-date everything overdue.
  5. Keep the app if nothing slipped. If something did, find the step where it fell out.

For how often to follow up and when to stop, the sales follow-up process has a 20-minute daily routine.

Made-up example: Priya sells office fit-outs to small firms, and on Monday she counts 38 open follow-ups spread across a notes app, starred emails and her head.

She picks Todoist because most of her promises come out of calls. She types each one the way she'd say it, "send Hamid the revised layout Thursday 10am" and "check in with the dental practice every other Monday", and Quick Add sets the dates.

Three days in, she has added 14 new follow-ups, each within a minute of the call it came from. Five projects cover her week: Prospects, Quotes out, Clients, Admin and Personal.

On Friday the list shows two overdue items, both quotes. She sends both before lunch, and one firm books a site visit for the following Tuesday.

Keep reading

Questions people ask

Sources

One app, one honest week.

Keep it if the week's callbacks are all still there.