Tasks that do not live in a separate tool
A task tool next to CRM, projects and time tracking creates double work. In cashwerk the board is part of the system.
You create boards for projects, teams or topics, with columns that match your workflow. Tasks carry owner, collaborators, due date and tags, subtasks map the steps, comments record what was agreed. A task moves on by drag and drop.
The difference to a pure task tool is context. A task sits on a contact, a company, a project or a deal and appears there. From a meeting transcript cashwerk creates the tasks that were discussed; you review and assign.
Boards and tasks are included on every plan without a cap, including the free plan for one user. The dashboard shows your open tasks, the mobile app those of your project. Casper answers questions about your data and creates contacts, tasks or appointments on request – you confirm every write before it runs.
