Set up a board for the Okafor backyard: design, materials, build and planting, with the tasks from the proposal.
Done.
Task management software you fully control
Plan a client's onboarding, a site build or a new hire on a board your team shares.
30-day money-back guarantee
Add the fields your jobs need to every card
Tell the AI what you track on a job, like the address, the crew or the quote. It adds a field for each one to every card and renames the columns to match your steps.
Ask the AI what's late
It answers from the board: what's overdue, what hasn't moved in three days, and this week's status. Ask it to add a card or hand one to someone else.
Keep a separate board for each kind of work
Hiring, an event and client projects can each have their own columns.
- Columns
- Add, rename, move or remove columns. Each shows how many cards it holds, and their total when cards carry a price.
- Cards
- A card can have notes, a due date, who's doing it, a priority, tags, a checklist, comments, photos and files.
- Views
- Filter by person, tag or due date, or show only yours. Switch to a list view, or export the board as a spreadsheet.
- Due dates and history
- See what's overdue, due today and due this week, and each card's history of who did what.
Keep clients' details, quotes and invoices in the CRM. The Work Board tracks the jobs you do for them.
Import your data from a spreadsheet
Attach it in chat. The AI matches its columns to the board's fields, shows you what goes where, then imports the cards.
Customize each board for different processes in your company
Jobs
Listings
Pipeline