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Processes and Tasks

From delegated work to operations you can track.

Organize schedules, assign owners and turn team processes into tasks you can follow through review.

01

Work schedules

Bring tasks, dates, priorities and owners together in table, Kanban or calendar views.

Identify pending and overdue work, review each employee’s progress and follow up on delegated tasks.

Work schedules
Enlarge screenshot ↗

Application views adapted for this demonstration; personal and account data anonymized.

02

Processes for your team

Define recurring or occasional processes that generate tasks for a person or team.

Set owners and frequency; review upcoming runs, open tasks and progress to keep operations moving.

Processes for your team
Enlarge screenshot ↗

Application views adapted for this demonstration; personal and account data anonymized.

03

Operational work, in their kiosk

Each employee can view assigned tasks and processes to carry out from their phone.

My tasks, delegated by me and all visible tasks: each person organizes their schedule, opens details and follows up according to their permissions.

Operational work, in their kiosk
Enlarge screenshot ↗

Application views adapted for this demonstration; personal and account data anonymized.

Operational traceability

Connect each task to its owner, dates, status, progress and evidence. Review what was done, what remains pending and what needs follow-up.

Follow-up and quality review

Review evidence and closures before auditing work. Observations and assessments help identify deviations and improve team processes.

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