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Kanban boards for the whole team, connected to the CRM.
Custom columns, drag and drop, owners, priorities and dates. Link your tasks to companies, contacts, deals and affiliates: the sales team sees them from the record.
- Task lists with owner and date
- Grouped email notifications so your inbox stays clean
- Cards linked to CRM records
Illustrative interface with fictitious data.
Boards and columns.
Organise work the way you think.
Private or open boards
Private or open to the whole company, with admin, member or viewer roles.
Account admins also see private boards.
Add a whole team
Or join an open board.
Custom columns
Normal, done or on-hold types: done items never count as overdue. Column template on creation.
Archive and restore
Boards, columns and cards.
Cards.
Everything needed to get work done.
Complete card
Description, priority, start and due date, and several owners.
Due dates at a glance
Overdue in red and "due today" in amber.
Task lists
Each task with its owner and date.
Comments and history
Everything that happened on each card.
File attachments
PDFs, images and Office files, filtering out documents with macros.
Up to 10 MB per file.
Teamwork and CRM.
So nobody finds out too late.
Drag and drop
Move cards between columns.
Changes without reloading
The board refreshes every 30 seconds.
Email notifications
On assignment, when added to a board and on the due date, grouped.
Linked to records
Link cards to companies, contacts, deals and affiliates; an automatic note lands on the timeline and the task is visible from the record.
What it does not do yet
We would rather you knew before the demo. Status as of 10 October 2026.
- Labels and mentions
- Board search and filters
- "My tasks" view
- Import from Trello
- Custom column templates
Same account, same users