Text2Task
Text2Task is a SaaS tool that transforms unstructured client messages—emails, WhatsApp chats, notes, or screenshots—into organized project drafts. It eliminates the need to manually retype requests by using AI to extract tasks, deadlines, budgets, priorities, and client details from pasted or uploaded content. Users review and edit the generated draft before saving it to the built-in project CRM. The platform provides a workspace to track projects, manage tasks, review client updates with approval controls, maintain change history, and attach resources. A free tier includes 30 AI extracts and full CRM features, while a Pro plan ($12.90/month) offers unlimited extracts and CSV export. Text2Task is designed for freelancers, project managers, and small teams who handle frequent client requests and want to streamline their intake process.
- Category
- Dev Tools
- Pricing
- Free
Problem solved
Manually retyping client requests from various channels into task managers is repetitive, time-consuming, and prone to error. Text2Task automates this process by extracting actionable items and project parameters directly from messages, allowing users to review and refine drafts before saving, thus reducing administrative overhead and keeping all project information in one place.
Use cases
- Turn client website feedback into reviewable tasks
- Turn WordPress plugin, Elementor, and content requests into maintenance tasks
- Turn graphic design revision notes and assets into a clear task plan
- Structure social media posts, captions, and campaign changes before production
- Convert stakeholder meeting notes and scope changes into project drafts
- Process multiple client requests for agencies into organized project tasks
Audience
- Designers
- Business Users
- Content Creators
- Startups
Pros
- Reduces manual retyping of client requests
- Extracts structured tasks from freeform text and images
- Reviewable drafts before saving to prevent errors
- Built-in project CRM for tracking and updates
- Free tier available to get started
Cons
- Free plan limited to 30 AI extracts total
- No integrations with existing project management tools mentioned
- No API for external automation
- May not handle complex multi-language requests accurately
- Limited customization of extraction rules
Official website: https://www.text2task.com/
Canonical LambdaBase page: https://www.lambdabase.com/tools/text2task