Task boards and follow-ups

What this module does

Organise assignments, priorities, reminders and follow-ups for operational teams, service work and internal execution.

• Connected with customer records
• Designed for daily operational use
• Works with portal, documents, tasks and reporting where relevant
• Editable content and SEO fields from admin

Workflow example

A customer request can become a task, a document, a proposal, an invoice, a payment and a project follow-up without losing context.

Best for

Teams that want customer-facing and internal processes connected in one system.