Tasks

To-dos that live where the work is.

Tasks attach to the records they’re about — a lead, a client, a project — with owners, a due date and a priority. Everyone sees what’s on them; managers see what’s stuck.

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Owners, due dates and priorities on every task
Linked to leads, clients and projects
Kanban boards and filtered lists
Created automatically by your rules

What is Tasks in Flowyana?

Flowyana Tasks is task management built into your business software. Each task has owners, a due date, a priority and a stage on a kanban board, and can be linked to the lead, client or project it’s about. Sales teams, project teams and office managers use it to keep follow-ups from slipping, without a separate to-do app.

In most small businesses, to-dos live in three places: a notebook, a WhatsApp group and someone’s memory. The follow-up promised to a client on Monday disappears by Thursday. A manager asks “who is on this?” and nobody is sure. A separate task app helps a little, but it knows nothing about the lead or the client, so every task needs a paragraph of context.

In Flowyana a task sits next to the work. Link it to the lead, client or project it’s about, and whoever picks it up knows exactly which one. Owners see their tasks on a list or a board, managers see the whole team’s, and the due date sends a reminder before it passes.

Tasks also take work off people. An automation rule can create a task with an owner and a due date when a lead arrives, a deal changes stage or a ticket is opened, so the follow-up exists before anyone has to remember it.

What it does

Tasks, in practice.

Context built in

A task shows the lead, client or project it belongs to — no hunting for what “follow up” meant.

More than one owner

Assign a task to one person or several, with a reporter who asked for it.

Boards for the team

Kanban boards with your own stages show the flow of work, so bottlenecks are visible before they’re painful.

Lists for each person

Filter and search the list, and see your own open tasks on the dashboard.

Estimates and time spent

Original estimate, remaining estimate, time spent and story points for teams that plan their work.

Deadlines that remind

Task-deadline notifications reach the assignees before the due date slips past.

Automation-friendly

Workflows can create tasks — a new lead spawns a call-back, a status change spawns a follow-up.

Reports on the work

A tasks report and a workload report show what’s open, what’s late and who carries the most.

How you get it

Tasks come switched on with the ERP and CRM plans. On other product lines they are off by default and can be switched on for your workspace.

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How it works

Tasks, step by step.

1
Create the task where the work is
Add a task from the tasks list or board, or link it to a lead, a client or a project so its context travels with it.
2
Give it owners and a date
Assign one person or several, set the due date, priority and type, and add a description, labels and an estimate if your team uses them.
3
Move it across the board
Drag the card through your stages, from to-do to in progress to done, or update it from the list. Stages are yours to name.
4
Stay on top of it
Deadline reminders reach the owners, the dashboard shows each person their tasks, and reports show what’s late and who is overloaded.

In depth

A closer look.

Task management linked to leads, clients and projects

A task can be linked to a lead, a client or a project. The link travels with the task, so the salesperson picking up a call-back knows which lead it is for, and a project team can keep its work grouped under the project. Tasks can also stand alone, for the office jobs that belong to nobody in particular, such as preparing the month-end stock count. A task can be kept off the main list when it only matters inside its project.

Link to a lead, a client or a project
Standalone tasks for office work
The linked record named on the task
Hide project-only tasks from the main list

Kanban task boards and filtered lists

Tasks have two views. The board shows a column per stage, and you drag a card to move it on; you can create a task straight in a column. Stages are your own, so a sales team can run “to call, called, waiting” while an office team runs “to do, doing, done”. The list view is for scanning and sorting: filter on the task’s fields and search by title.

Board with your own stages
Quick-create a card in any column
List with filters and search
Priorities and task types you define

Owners, reporters, estimates and time

A task can have several assignees, for jobs two people share, and a reporter, the person who asked for it. Teams that plan their work can add an original estimate, a remaining estimate, time spent and story points, and labels to group related tasks. Custom fields let you add whatever else your process needs, such as a site, a vehicle number or a reference.

Multiple assignees and a reporter
Original and remaining estimates, time spent
Story points and labels
Custom fields on tasks

Automatic follow-up tasks from your workflow rules

Automation rules can create tasks for you, with the title, owner and due date filled from the record that triggered them. A new lead creates a call-back task for its owner due tomorrow. A ticket marked urgent creates a check-in task for the support lead. A rental ending next week creates a task to arrange the hand-back. The follow-up exists before anyone has to remember it.

Rules create tasks with owner and due date
Titles filled with the record’s details
Triggered by new records, changes or dates
Works with any module you automate

Tasks inside projects

Project teams run their work as tasks linked to the project. Each task carries its owners, due date, estimate and time spent, so the project manager can see what is left and where the hours went. Projects themselves sit on their own board, with jobs for scheduled work such as a site visit or an installation, and tasks fill in the detail between them. A tasks report filtered to the project shows what is open and what is overdue before the client asks.

Tasks linked to the project they serve
Estimates and time spent per task
Jobs for scheduled work, tasks for the detail
Open and overdue work at a glance

Team task tracking: reminders, dashboard and reports

When a due date approaches, the assignees get a reminder, and notifications can reach them in the app, by email or on WhatsApp according to their preferences. The “my tasks” dashboard widget puts each person’s open tasks on their home screen. For managers, a tasks report lists open and late work, and a workload report shows how tasks spread across the team, so you can rebalance before someone drowns.

Deadline reminders to assignees
A “my tasks” dashboard widget
Tasks report and workload report
Search and filters on the list

Who it’s for

Businesses that run on Tasks.

Sales teams

A call-back task on every new lead, owned by the salesperson and due the next day, created by a rule.

Project and fit-out companies

Tasks inside each project on a board, with estimates and time spent against them.

Account managers

Tasks linked to each client for renewals, visits and promised documents, each with an owner and a date.

Office and operations managers

Standalone tasks for month-end counts, licence renewals and supplier follow-ups, with deadline reminders.

Support teams

Follow-up tasks created when urgent tickets arrive, so nothing waits on someone noticing.

Owners and managers

A workload report to see who carries the most open work, and which tasks are late.

Questions

Asked about tasks.

Do tasks cost extra?

Tasks are not sold as their own product. They come switched on with the ERP and CRM plans; on other product lines they are off by default and can be switched on for your workspace.

What can a task be linked to?

A lead, a client or a project, so the task always says which record it is about. Tasks can also stand alone for work that belongs to nobody in particular.

Is there a kanban board for tasks?

Yes. Tasks run on a board with stages you name, and you drag cards from one stage to the next. A list view with filters and search sits beside it.

Can a task have more than one owner?

Yes. Assign one person or several, and record who asked for it as the reporter.

Can workflows create tasks automatically?

Yes. Automation rules can create and assign tasks when things happen — a new lead, a status change, a date approaching — with the title and due date filled in.

Do people get reminded before a task is due?

Yes. Task-deadline notifications reach the assignees, in the app, by email or on WhatsApp, following each person’s notification preferences.

Can we track time and estimates on tasks?

Yes. Tasks carry an original estimate, a remaining estimate, time spent and story points, for teams that plan and measure their work.

Is there a report on tasks?

Yes. A tasks report lists open and late tasks, and a workload report shows how tasks spread across the team.

One platform

Plays well with the rest.

Tasks shares its records with every other module you switch on — no connectors, no re-typing.

Projects CRM Lead Management Automation All features →

Put Tasks to work.

Tell us what your business runs. We’ll show you this module live — on its own or alongside the rest — and recommend the plan that fits.

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WhatsApp +91 97460 84243 Call +91 97460 84243 hello@flowyana.com