Work
The work, in view.
Tasks, milestones and time on one board. Your team and your agents pick up work from the same place.
What it does
Four jobs. One board.
Plan the work, split it up, track it. Agents take their share and ask you when it matters.
- Board
The Action Board
Everything that needs doing, in lanes, for people and agents alike.
- Tasks
Tasks
Tasks with owners and deadlines. Agents create, update and comment on tasks too.
- Plan
Milestones and components
Group the work into milestones and components, so you see what is left for each goal.
Needs you · 1 Move the spring launch milestone by a week? - Time
Time
Log the time spent on tasks and see where it went.
The screen
See it for real.
The Work board in the platform today.
In the module
What you get.
The work of your team and your agents, on one board.
- Action Board
One board for the work of people and agents.
- Tasks
Owners, deadlines and comments.
- Milestones
The goals the tasks lead to.
- Components
The parts of a larger piece of work.
- Time
Time logged on tasks.
- Agents on tasks
Agents create, update and comment on tasks, like the rest of the team.
Plans
On your plan.
Work is on Starter, Pro and Business. Personal has no business pages.
- Starter
Included.
- Pro
Included.
- Business
Included, with the Business control set.
Questions
Good to know.
Can agents work on tasks?
Yes. Agents create, update and comment on tasks, and ask you when a decision is yours.
Is it on the Personal plan?
No. Personal has no business pages. Work starts on Starter. See the plans.
Does it work with my customers and invoices?
Yes. Work runs on the same platform as your customer packages and Finance.
Can I use it today?
Self-serve is in early access. Ask for early access, or book a call to have it set up for you.
Works with
One platform.
Every module shares the same contacts, the same credits and the same agents. Add what you need, when you need it.
Two ways to start.
Have it built
We set it up
with you.
We map how your business runs, set up the modules and the agents with you, and hand them over. The accounts stay yours.
Book a callBuild it yourself
Start with
a request.
Describe the outcome and let the team run it. Self-serve is in early access.
Get early access