Kanban, list and calendar
Work with tasks in three views: a Kanban board for status, a list view for the overview and a calendar view along the due dates.
Module: Tasks & Projects
Project management software for SMEs – tasks and projects in one system
Manage tasks as a Kanban board, list or calendar, run projects in their own right and share notes. Without a separate tool, directly in VertooERP.
What is Tasks & Projects?
Tasks & Projects is the module in VertooERP for organising tasks, projects and notes. As project management software for SMEs, it brings together task management with a Kanban board, list and calendar view, standalone projects with optional task assignment, as well as personal and shared notes. Tasks can be given priorities, due dates, checklists, subtasks and file attachments, and can be coordinated across the team via comments and @mentions.
Challenges
Sound familiar?
Tasks scattered across many tools
To-dos live in emails, chat messages and a separate task tool. No one has a complete overview of what is open and who is responsible for it.
Unclear who changed what
Due date moved, responsibility switched, comment edited – without a traceable history it remains unclear when and by whom something happened.
Important tasks slip through
Without a targeted notification, no one finds out when they are assigned to a task or mentioned in a comment. Queries go unanswered.
Projects without a fixed framework
Related tasks cannot be bundled together. A project exists only as a loose collection of entries across various lists.
Features
Tasks & Projects in detail
Task management, projects and notes with the features that matter in day-to-day teamwork.
Priorities, checklists and subtasks
Give tasks a priority and due date, break them down into subtasks and structure them into individual steps with checklists.
Comments with history
Comments can be edited and deleted; every change is recorded in a change history. @mention notifications bring the relevant people in in a targeted way.
Activity feed and assignment history
An activity feed documents every change to a task. The assignment history provides a traceable record of who the task was assigned to and when.
Watching and assigning
Watch tasks as a watcher without being responsible for them. The Mine, Created, Unassigned and All tabs filter tasks by involvement.
Detail view and file attachments
The detail view opens read-only and switches to edit mode when needed. Files can be attached directly to the task.
Standalone projects
Projects exist independently and can optionally have tasks assigned to them. This bundles related work within a fixed framework.
Personal and shared notes
Keep notes as a personal memo or share them across the team – for information that does not belong to any single task.
FAQ
Questions about Tasks & Projects
Which views are available for tasks?
Tasks can be worked on in three views: as a Kanban board, as a list view and as a calendar view. The calendar view arranges tasks along their due dates. In addition, the Mine, Created, Unassigned and All tabs filter by involvement.
How do I keep track of changes to a task?
Every task has an activity feed that documents changes. Comments can be edited and deleted, with every change recorded in a change history. The assignment history also shows who the task was assigned to and when.
How are the people involved notified?
@mention notifications let you bring colleagues into comments in a targeted way. In addition, you can watch tasks as a watcher to stay informed about changes without being responsible yourself.
How do tasks and projects relate to each other?
Projects in VertooERP stand on their own and exist independently of individual tasks. Tasks can optionally be assigned to a project. This lets you bundle related tasks within a project without an assignment being mandatory.
Can I structure and organise tasks?
Yes. Tasks can be given priorities and due dates, broken down into subtasks and structured into individual steps via checklists. Files can be attached directly to a task.
Are there keyboard shortcuts for task management?
Yes. The N keyboard shortcut creates a new task. The detail view initially opens read-only and switches to edit mode when needed, to avoid accidental changes.
More in the ERP
More modules
A fit for your industry
Get to know Tasks & Projects in VertooERP
See in a demo how your team organises tasks with Kanban, list and calendar and runs projects in the ERP.
Request a demo