Tasks visible to everyone
A comment becomes a task in a single step. The whole team sees who is responsible and the status.
Features · Organisation & collaboration
Every task has a name, a deadline and its order
Who is handling the customer’s query, and by when? In Workspace, tasks, queries and files sit right on the order. Your team sees at a glance what needs doing. If someone is absent, their stand-in picks up exactly there.
Included in: Workspace
What your team gains
Queries on the order
Use @ to mention the colleague who knows the answer. The notice appears immediately in her action items.
Clear who takes over
A mention stays open until the colleague marks it as done. Follow-ups carry a due date and a responsible person.
The status sits on the order
Queries, decisions and results are recorded on the order. Anyone asking later finds the answer there.
How a query becomes completed work
On the order, a colleague writes the query and pastes the photo straight from the clipboard.
He uses @ to mention the colleague who knows the answer. The notice appears immediately in her action items.
She turns the comment into a task. The whole team now sees who is responsible and the status.
Once the task is done, the result is recorded on the order. Anyone asking later finds the answer there.
What your team has at hand
Queries and decisions are recorded on the customer, the quotation, the order, the product or the invoice. Replies stay in the same thread.
If a query turns into work, it becomes a task in a single step. It stays linked to the record where everything started.
A mention stays open on the dashboard and in the profile until the colleague marks it as done. If required, it also arrives by email, immediately or as a digest.
You create the next step with a due date, a reminder and a responsible person, standalone or linked to a lead, quotation, contract or case.
Alongside your appointments, your open follow-ups also appear in your personal calendar, and in your calendar app if you wish.
You paste photos and documents directly into the comment. Anyone allowed to read the comment can also open the file.
Comments stand on their own. A separate, read-only history shows which data changed and when.
Plan together before you start
Whiteboards
For a large order, your team sketches the process, roles and open questions on a shared canvas.
View sharing knowledgeBoards
Cards move through columns such as Backlog, In progress and Done. You link each card to a company, a lead, an order or a product.
View collaboration and knowledgeAppointments
For the appointment at the customer’s, you select colleagues and a room at the same time. The room is never double-booked.
View appointments and availabilityFrequently asked questions
Can a comment become a task?
Yes. The task stays linked to the record on which the query was made.
How does a colleague find out she is needed?
Through the @ mention. The notice stays in her action items until she completes it. Depending on her settings, it also arrives by email.
Can I see my follow-ups in the calendar?
Yes. Open follow-ups appear in your personal calendar and in calendar apps with CalDAV access. They are edited in Workspace.
Who sets this up for us?
We do. Together we define who takes on which tasks and what your team is notified about, and set up Workspace accordingly.
What does it cost?
We give you the price in an offer, because it depends on the scope, for example the areas used and the storage. We will publish fixed prices as soon as they are set.
Which query should your team resolve on the order in future?
Name a task that gets lost between emails and notes today. In a demo, we show you how your team completes it in Workspace right on the order.