Tasks

Hand it out. Watch it get done.

Give a task to yourself, one person or the whole team, with a due date, a priority and a reminder. Link it to a customer, and everyone sees what's theirs the moment they sign in.

My tasks0 of 5 done
  • Book electrician for Oak LaneOverdue · TueHigh prioritySA
  • Sign off the Harper quoteDue soon · 17:00SA
  • Order tiles for Linden StThu, 10:00High priorityPRSA
  • Weekly van check↻ Every weekGroup taskTOSA
  • Refresh the showroom displaySatGroup taskEMPR
Two ways to share

Some jobs are for everyone. Some just need doing.

JAPRTO

Everyone gets their own

“Fill in your timesheet” goes to the whole team, and each person ticks off their own copy.

EMSA

One task, shared

“Tidy the showroom” goes to three people, and it's done as soon as any one of them finishes it.

Tasks that come back on their own

Daily, weekdays, weekly or monthly: tick it off and the next one's already waiting.

My tasksThis week
  • Check the vanMon 12 Oct🔁 Every MondayTO
  • Sign off the Harper quoteDue todaySA

A team view for managers

See how everyone's getting on, who's behind, and what's overdue, at a glance.

MineTeam0 of 9 done
  • JAJames · Fitter0/4Nothing ticked off yet
  • PRPriya · Designer0/2Nothing ticked off yet
  • TOTom · Fitter0/3Nothing ticked off yet

Straight from a message

Turn any chat message into a task, and it links back to where it came from.

#general
TOLinden St fitting done ✅
EMCan someone order the Harper worktops?⋯
Everything in its place

Nothing falls through the cracks.

  • ✓Linked to a CRM customer
  • ✓Due and late tasks on My day
  • ✓Due dates and times
  • ✓High, normal and low priority
  • ✓Reminders in the bell
  • ✓Search and filter everything
Tasks
Orkello's task list with due dates, priorities and repeating tasks
Orkello's tasks on a phone