Process automation, project management

Workflow and project management

Task assignment from documents or e-mails, project creation and tracking — in one place, with owners.

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Workflow and project management — Live in production · Intake · Task assignment · Execution · Closure and report · Logged, auditable steps · every action is retrievable

What does it solve?

BEFORE

  • Tasks live in e-mails and in people's heads.
  • Project status can only be found out by asking.
  • An incoming document triggers nothing.

AFTER

  • Every task has an owner, a deadline and a status.
  • A real-time view of steps and delays.
  • Tasks are created automatically from documents or e-mails.

How does it work?

  1. Intake

    A document, e-mail or form enters the system.

  2. Task assignment

    Assigning an owner, deadline and approval path.

  3. Execution

    The work happens on the task sheet, and every trace stays there.

  4. Closure and report

    Recording completion, statistics for managers.

Capabilities

  • Project and task view

    List, calendar and Gantt from the same data.

  • Owner and deputy

    Every step has a clear owner.

  • Deadline monitoring

    Automatic reminders and escalation.

  • Tasks started from documents

    The document and the work linked together.

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