Productivity Tools
Tasks, notes, meetings, and announcements — built into your ERP, not bolted on.
Key Capabilities
Keep your team organized without switching between Slack, Notion, Trello, and your ERP.
Task Management
Create tasks with titles, descriptions, due dates, status tracking, and user assignment. Filter by status or assignee. Every company has its own isolated task list — nothing leaks between tenants.
Company Notes
Store procedures, documentation, and reference material in organized, categorized notes. Add headlines for quick scanning. Archive old notes to keep the active list clean. Company-scoped.
Meeting Logs
Log meetings with suppliers and customers directly from their profile pages or the central hub. Generic foreign key links each meeting to any business partner. Calendar view for team-wide visibility.
Company Wall
Post company-wide announcements, updates, and important notices on a shared board. Each post gets a headline and rich content. Archive old posts to keep the board current.
How It Works
Organize Your Work
Create tasks for action items, set due dates and assign to team members. Store reference material in notes with categories. Post announcements on the company wall for team-wide visibility.
Log Interactions
After a supplier call or customer meeting, log it directly from the partner's profile page. Browse all interactions from the central meeting hub or from individual profiles.
Stay Aligned
Review the company wall for latest announcements. Check your task list for upcoming due dates. Search notes for that procedure you documented last month. Everything in one place.
Task management screenshot
Task Tracking & Assignment
The Todo model provides company-scoped task management with status tracking, due dates, and user assignment. Simple and focused — no Gantt charts, just actionable task lists.
- Todo model: title, description, due date, status, assigned user — company-scoped via TenantModel
- Filter tasks by status (open/in-progress/done), assignee, or due date range
- Overdue task highlighting — immediately see what needs attention
- Each company has its own isolated task list — full multi-tenant separation
- Simple and focused — no Gantt charts or sprint boards, just actionable task lists
- Accessible from the main navigation — always one click away from your task list
Meeting hub screenshot
Meeting Logs & CRM Integration
The Meeting model uses Django GenericForeignKey to link to any business partner. Log meetings from supplier or customer profiles, browse from the central hub, and view the calendar for team scheduling.
- Meeting model uses Django GenericForeignKey to link to any business partner (Supplier or Customer)
- Log meetings directly from a supplier or customer profile page — one click to "Add Meeting"
- Central meeting hub lists all interactions with filtering by partner, date, and type
- Calendar view shows meetings across the team for scheduling awareness
- Meeting notes capture the full context — attendees, discussion, action items, follow-ups
- Full history per partner: open any supplier or customer profile to see all logged interactions
Company wall screenshot
Company Wall & Notes
CompanyNote provides a shared announcement board with headline, rich content, and archiving. The separate Notes module handles categorized information storage. Both are fully company-scoped.
- CompanyNote model: headline, rich content, created_by, timestamps, is_archived flag
- Active board shows current posts — archived posts moved to a separate archived board view
- Notes (separate module): categorized information storage with tags for easy retrieval
- Both modules are company-scoped — each tenant has private boards and note collections
- Edit and update posts in place — keep announcements current without creating duplicates
- Replaces ad-hoc Slack channels or shared documents for company-wide communication
Works Seamlessly With
One Less App to Switch To
Tasks, notes, meetings, and announcements — all inside your ERP. No more context switching.