Workspaces & projects
Organize work into workspaces and projects with the structure each team needs.
Work & service · tasks
Turn plans into completed, accountable work
Organize work in workspaces and projects, assign it clearly, and track it to done — with tasks linked directly to the CRM, ERP and ticket records they relate to.
Tasks & subtasks
Break work down with subtasks, assignees, priorities and due dates.
Dependencies & recurring
Sequence dependent work and schedule recurring tasks automatically.
Approvals
Route work for approval through the same engine used across OPERAPLEX.
Comments & attachments
Keep discussion and files with the task, so context never gets lost.
Notifications & dashboards
Stay on top of what is due and what is blocked with alerts and dashboards.
Linked to the work
Tasks that live next to your records
A task can attach to a customer in the CRM, a document in the ERP or a ticket in the service queue — so the work and its context stay together.
- Link tasks to CRM, ERP and Ticket System records
- Assign owners and watchers with clear due dates
- Approvals and status visible to the whole team
- Recurring work handled automatically
Ready when you are
Give every team a clear view of the work
See task management connected to your customers, records and service queue.