Module 13 — Tasks & Projects

Work management.
Built into your operations.

Asana-style task management that lives inside the same platform as your CRM, booking engine, and automation flows. No third-party tools. No data silos. No per-seat tax.

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Asana-Style Interface

Inline editing.
Zero friction.

Click any field to edit it in place — title, status, assignee, due date. No modals. No page reloads. A grouped table view with collapsible sections that keeps your team focused on what matters.

  • Click-to-edit on title, status, assignee, and due date
  • Quick-add row at the bottom of every group
  • Hover-to-complete checkbox for instant mark-done
  • Collapsible groups with task counts and colour coding
  • Filter by assignee, status, or search by title
  • Full edit panel with notes and conversation thread
Task
Assignee
Status
Due
Website Redesign 4 tasks
Design new landing page
AL
A. Lee
Working
Tue
Hero section mockup
AL
A. Lee
Done
Mon
Write feature copy
JD
J. Doe
Assigned
Wed
Set up analytics tracking
MR
M. Ruiz
Reviewing
Thu
SEO audit and meta tags
JD
J. Doe
Assigned
Fri
Add task...
CRM Integration 2 tasks
Configure API sync flow
MR
M. Ruiz
Working
Wed
Test webhook payload
AL
A. Lee
Assigned
Thu
Add task...
Capabilities

Everything you need
to manage work

Infinite Subtasks

Break any task into subtasks — and those subtasks into more subtasks. Unlimited nesting depth with expand/collapse and indentation.

Task Groups

Organise tasks into colour-coded groups that act as lightweight projects. Create groups inline without leaving the task form. Collapsible headers with counts.

Notes & Messaging

Every task has a conversation thread. Chat-style notes panel with visibility controls: Public, Internal, or Private. Dashboard notification flags.

Email Reminders

Automated reminders to assignees — daily, weekly, or on a specific date. The system checks every 15 minutes and sends until the task is done.

Role-Based Visibility

Scope task visibility by role hierarchy. Global tasks are visible to all; restricted tasks only appear for users at or above the configured role level.

Flow Integration

Tasks fire automation triggers on create, update, and delete. Flows can create tasks automatically from booking confirmations, form submissions, or API events.

Tagged Users

Tag additional stakeholders, observers, or collaborators on any task beyond the primary assignee. Multi-select user search with instant save.

Inline Editing

Edit titles, statuses, assignees, and due dates directly in the task table. Press Enter to save, Escape to cancel. No modals required.

Model Actions

Add custom action buttons to any task powered by automation flows. Sync to CRM, send notifications, or trigger any multi-step workflow with one click.

Automation Example
Booking confirmed
Trigger: calendar event created
Task auto-created
Assigned to field team · Due: event date
Reminder scheduled
Daily email until task is completed
Connected by Default

Not another app.
Part of the system.

Standalone task tools don't know about your contacts, bookings, or automation flows. In Orchestrator, tasks are native — they share the same data model, the same automation engine, and the same admin interface as everything else.

  • Booking confirmations auto-create tasks
  • Form submissions trigger task assignment flows
  • Task status changes fire automation triggers
  • Contact data flows into task context automatically
  • Dashboard widgets display task metrics in real time

Work management that knows
your business.

Because tasks live inside the same platform as CRM, booking, and automation — your team stays in one place, and nothing falls through the cracks.