Customer & Sales
A drag-and-drop personal task board that seamlessly connects with projects and other workflows in the system.
Origami Task is a personal task management system within Origami Customer & Sales that helps employees organize and track their own work through a drag-and-drop task board. Easily move task statuses from To Do to In Progress and Done, while directly connecting with other projects and workflows in the system.
Every task status change can instantly update information related to actual projects based on system connections, eliminating the need to manage task lists separately or manually sync data. This allows employees and teams to view work progress from a single, unified data set.
By linking with Projects, Activities, and Accounts, every task is not just a personal To-do List, but an integral part of the actual operational workflow that can be tracked and audited from various points across the system.
To Do → In Progress → Done
Easy task management with Drag and Drop • Real project integration • Continuous status updates
Organize personal tasks through a board that clearly displays the status of each task. Easily drag and drop to change statuses between To Do, In Progress, and Done.
When a task status changes, the system can update related project information according to predefined connections, reducing redundant data entry and eliminating the need to manually adjust task statuses across multiple places.
Each task is linked to relevant projects, activities, and account data, providing clear context and continuous progress tracking, rather than existing as isolated task lists separate from the main workflow.
Empowers employees and teams to track task statuses consistently. Data linked to actual workflows can be audited from various points in the system, reducing discrepancies caused by unaligned data updates.
Task → Project → Activity → Account
Connect personal tasks with actual workflows to ensure seamless task management and project tracking.
Task ↔ Origami Project
Link tasks to relevant projects and update statuses to visualize work progress within the project context.
Task ↔ Origami Activity
Link tasks to related activities for systematic tracking of action items and progress.
Task ↔ Origami CRM / Account
Link tasks to relevant account data and business relationships for clear and continuous context in task tracking.
Transform your To-do List into part of the real workflow, easily manage tasks on a single board, and connect every status to projects and related data without the hassle of manual data resyncing.
}
