Team and work

Task management and team calendar

Who does what, and by when? Tasks are linked to a customer or a project and moved forward on the board by dragging. The calendar shows appointments as well as delivery dates, invoice due dates and leave.

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  • Drag-and-drop task board
  • Several assignees
  • Calendar with eight layers
Task board: task cards with assignee and date in the open, in progress and done columns.

Tasks

A task has a title, description, priority and due date; one or more people are assigned to it. A task can be linked to a customer or a project, and files can be attached. The assignees are notified of the assignment.

  • Statuses: open, in progress, done, cancelled
  • Priority: low, normal, high
  • Reminder notification
  • Creating a task from a team message
  • List view and board view

Appointments

An appointment is a record type as well: you choose a start and end time or all day, and assign people. There is a link field for online meetings; you paste the link from the meeting tool you use.

  • Notification and reminder for the assignees
  • Meeting link field
  • Appointment history on the customer record

Team calendar

The calendar opens in month, week, day and agenda view. Tasks are moved to another day by dragging. By switching layers on and off you see only the dates you are interested in.

  • Tasks and appointments
  • Order delivery dates and quote validity dates
  • Invoice and expense due dates, contract invoice dates
  • Staff leave and public holidays
  • Filter by person and department
Monthly calendar: tasks, delivery dates, invoice due dates and leave in different colours.

Frequently asked questions

Does it sync with Google or Outlook calendar?

No. The calendar works inside the software; there is no sync with external calendars and no iCal subscription.

Does it create Zoom or Teams meetings?

No. The appointment has a field for the meeting link; you add the link yourself.

Which plan includes it?

Tasks and calendar are available from plan M.

Related features

Projects and time tracking

Project budget, tasks, timesheet and transfer of billable hours to an invoice.

Learn more

Team messaging

Channels, groups and direct messages; conversations are linked to a quote, an order or a project.

Learn more

CRM

Customer records, contacts, activity history, sales stages and quote tracking.

Learn more

Try it with your own data

All modules are open for 14 days. No card details are requested and nothing needs to be installed.

Try free for 14 days See plans

14 days free, no card required