What is the problem with using five tools?
The client's decision came by email. Someone added the deadline to a calendar. The file with revisions is on a drive, the decision about the version was made in a chat, and the task itself is sitting in a fifth tool. A week later, someone has to piece together the decisions from five windows. They still can't be sure they haven't missed anything.
One program instead of five tools removes the gaps between applications. In Task Manager, the task, conversation, attachments and due date are all in one place. In the Pro plan, you can also link a mail thread there. These are modules of the same application, not an integration of five services.
What's actually in one window?
The screen has three columns: a list of Workspaces on the left, tasks and chats for the selected Workspace in the middle, and an open thread on the right. You can drag the divider between the last two columns with your mouse or use the arrow keys. Double-clicking the bar restores the default layout. The Mail module adds a section to the left column and overlays its panels on the list instead of opening a separate window.
The field above the middle column searches task titles and descriptions, chat names and message content. Calendar, Board, Notes, Files, Automations and AI Assistant are available under one icon in the top bar. Press G to switch between these views in order, and Shift+G to go back the other way. Shortcuts don't work while you're typing in a text field.
Mail and the shared drive, i.e. the Files module, work in the same window - these are Pro plan modules. An attachment from a task thread shows up in the Files module without needing to be copied. A mail thread can be linked to a task, a chat or an entire workspace. Once linked, you can open the task from the mail thread's menu. You attach a file from the app's drive to an email without downloading it to your computer.
What do you gain?
You don't have to piece together a case history from three sources when a client asks for an update. You don't need to ask your team who changed a task's status. After time off, you can return to the earlier conversation instead of gathering the decisions from scratch.
You don't send the same file for a third time just because someone couldn't find it. Decisions from a conversation stay with the case they relate to. When you take over a project from someone else, you don't have to ask them to forward the earlier conversation and attachments in separate messages.
What it looks like in an agency that managed a client in four different places
The account manager received briefs by email, revisions on a messaging app and files through the cloud. They kept deadlines in a spreadsheet. Before a meeting, they had to piece together the project history from all those places. In Task Manager, each client got their own Workspace, and each project became a task with a due date, assigned people and a conversation thread.
The account manager connected their work mailbox and linked the email with revisions to the task. They can move between the correspondence and the project. They save email attachments in the Files module, in the folder “Mail / mailbox name / thread subject”. The link is a navigation shortcut, not a way to share correspondence. Only the person who has connected that mailbox can see the email content. A designer assigned to the task can see the project and files uploaded to the task folder's root, but not the private correspondence.
Frequently asked questions
Do I have to stop using my existing software straight away?
No. You connect a mailbox via IMAP, so correspondence remains available in your existing email client. Task Manager doesn't delete it from the server. Your team can move different areas across at its own pace.
Are Mail and Files included in the Standard plan?
No, these modules are included in the Pro plan. You can find the prices excl. VAT on the Pricing page.
Can everyone in the company see the same things?
No. A Workspace can be open to all active users or restricted to selected people. Regular users only see the tasks assigned to them. The Workspace administrator and global administrator can see all tasks in it. A mailbox belongs to one person and remains private, even from administrators.
Do I need to install anything on my computer?
No, Task Manager runs in a browser. You can install it to open in a separate window without an address bar and add its own icon to the Dock or Start menu. Installation requires an encrypted https:// connection. It doesn't download a programme or require administrator privileges.
Does it work on a phone too?
Yes. On Android, the browser usually offers to install it automatically. On an iPhone, add the app to your Home Screen from Safari. This is also required to receive system notifications on iOS.