How does a service company work with Task Manager?
Service companies manage client projects as tasks with a due date, an owner and all correspondence in one thread. Client files are stored in the project folder, while the three-column layout resembles an email client, so your team can start working from day one without training in a new methodology.
How does it work?
- 01
A client project is a task with a due date, scope and owner.
- 02
Keep client arrangements with the task, not in a private inbox.
- 03
Project files and documents have their own folder on the shared company drive.
- 04
The Board shows all client projects at once - what is urgent and what is waiting.
What do you gain?
Quick onboarding: a familiar layout instead of a new methodology.
Continuity: the client history stays with the company, not the salesperson.
Workload overview: see who has capacity before you promise a deadline.
An everyday example
A client calls to ask about the status of a project from a month ago. The person answering opens the thread, sees the arrangements and dates - and responds immediately, without saying, “I’ll call you back, I need to check”.
Frequently asked questions
How long does implementation take?
A quick demonstration is usually enough; online training is available as an additional service.
Will the Standard plan be enough for us?
Yes, if you do not need Mail, Files or Automations in the program.
Can the licence grow with our team?
It covers a set number of users and can be extended as needed.