CompanyBelgium
ERP module

Tasks & to-do

Organize your team's work on a Kanban view by default, link each task to a client, deal or contract.

What you can do

A clear Kanban view, a List view for detail, and reminders that don't slip.

  • Kanban by default

    Columns To do / In progress / Blocked / Done, drag-and-drop and view choice persisted in localStorage.

  • Due dates & reminders

    Due date, email reminders and overdue badge on lagging tasks.

  • Assignment

    One or more people per task, with notification on assignment.

  • Module links

    Tasks tied to a client, deal, contract or invoice so nothing is missed.

How it works

From brief to closure, keeping the link with other modules.

  1. 1

    Create the task

    From any module or the global Kanban view.

  2. 2

    Assign & date

    Pick the owner and the due date, add context.

  3. 3

    Move it forward

    Drag-and-drop between columns as work progresses.

Need help getting started?

Our team supports onboarding, data migration and AML setup.