Team tasks — nothing gets lost between a shift and an order.
Call a customer, confirm an order, reorder stock — every job becomes a task with an assignee and a due date. The team sees a shared board, and the owner sees what’s still open.
- Included in every plan
- Linked to customers and orders
- Comments with history
What it does
Everything to do — on one board.
No messages lost in someone’s phone, no sticky notes on the monitor.
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A board by status
To do · In progress · Done (7 days). Status changes with a button — works just as well on a tablet.
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A task in one click
From the menu, the checkout, a customer or order card, products and “Needs attention”.
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Assignee and due date
Team or personal, with an assignee, a due date (+1 day, in a week, a date) and an “Urgent” flag.
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Comments
History with quick tags: “No answer”, “Call back later”, “Customer confirmed”, “Need help”.
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Automatic tasks
A few days before a customer’s birthday a “Congratulate” task appears — with their phone and age.
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Search and filters
By task, customer or phone; filters: overdue, today, urgent, unassigned.
History
Every task remembers what happened to it.
Who created it, who took it, when the due date moved and what colleagues wrote — all in the task window. The author can delete a wrong comment within the first 5 minutes.
- Automatic history: created, assignee, due date, status
- Open the order and the customer from the task in one click
- “Take it” — for unassigned tasks
- Today’s tasks on the dashboard
- Created from order ORD-1023 · Victor 09:12
- Assignee: Elena 09:12
- No answer · Elena 11:40
- Call back later · Elena 15:05
- Customer confirmed · Elena 17:20
Together
Works together with other sections
Questions
Task questions
Are tasks in the Start plan?
Yes, tasks are in every plan, together with customers.
Can I make tasks just for myself?
Yes. Only you see a personal task; team tasks are visible to the whole team.
Do I drag cards across the board?
No need: status changes with a button on the card or in the task window. It’s more reliable and works just as well on a tablet.
Who can delete a comment?
Only the author, and only within the first 5 minutes. After that the comment stays in the history.
Ready to get your store in order?
14 days free, every section open. No card needed.