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Tasks and Calendar

Demo data

Human work that sits outside the enquiry flow but still has to happen.

Company context: All Companies

What this module does

  • Hold tasks with an owner, a due date and a link to the enquiry, quotation or customer involved.
  • Show today, overdue and upcoming in a single view for both businesses.
  • Let CARL create a task when it identifies work that needs a person, such as verifying a drawing.
  • Keep a completed history so nothing quietly disappears.

Demo status

Tasks in this prototype are demo records and are not synchronised with any calendar.

Working in this prototype
  • Demo tasks generated from the current action queue.
No live system is connected
CARL, the Flamekut Profiles AI operating partner
CARL in this module

CARL raises tasks with the reason attached, so the owner knows why it exists.

Only a person can close a task.

Ask CARL about this module