Organize tasks, achieve goals.
Structured task management for your projects.
Trusted by leading companies
Powerful functions
Everything you need to work more efficiently.
Tasks
Create tasks with titles, descriptions, due dates, assignees, and collaborators, then link them to CRM contacts and companies for full customer context.
Kanban
Run multiple Kanban boards per organization with freely configurable columns, reusable board presets, and invitations that control who can access each board.
Details
Break work into subtasks, clone them when steps repeat, and use comments so your team aligns on details without leaving the task card.
Deadlines
Set due dates to keep priorities visible, move cards with drag-and-drop, and mark tasks done while preserving history for reporting and audits.
Assignment
Assign owners and collaborators to every task, add flexible tags for categories, and keep responsibilities obvious across departments and customer accounts.
Management
Reuse board presets for onboarding or sprint cycles, clone entire tasks to repeat proven patterns, and let CASPER create or update tasks in natural language.
Flexible task management with Kanban boards
The cashwerk Task Manager goes beyond simple to-do lists. With freely configurable Kanban boards, subtasks, and CRM links, you run daily work efficiently and keep full visibility.
Task management is the backbone of productive teams. Yet many standalone tools such as Trello or Todoist sit apart from your business data. To see which customer is affected, which project owns a task, or whether the related invoice exists, you jump between systems. cashwerk embeds task management directly in the business platform.
Each organization can create any number of Kanban boards, each with columns that mirror your workflow. Board presets let you save proven structures and reuse them—ideal for standardized processes such as onboarding, sprint planning, or monthly reporting. Tasks support subtasks, comments, and tags for flexible categorization.
CRM linking sets the Task Manager apart from generic tools. Tasks can be tied to CRM contacts and companies so customer-related work stays visible in context. The AI assistant CASPER creates tasks via natural language and can search, update, and assign existing tasks.
For everyday use you get drag-and-drop between columns, clonable tasks, due dates with notifications, and marking tasks done without deleting them. Board invitations control which teammates can access which boards—enough granularity for teams with different responsibilities.
The task management workflow
From capture to completion—visual and organized.
Create a board
Set up a Kanban board with freely configurable columns or start from a board preset.
Add tasks
Create tasks with due dates, owners, and subtasks. Link to CRM contacts or projects.
Collaborate
Invite teammates, use comments to align, and track progress in real time.
Complete and track
Drag tasks through your workflow and mark them done.
Reuse workflows
Save board presets for recurring processes and clone tasks to repeat proven patterns.
This is what it looks like
Insights into the intuitive user interface.
Task Board Overview
Task Details
Works great with
Seamlessly integrated modules for your complete workflow.
Common questions
Difference to projects?
Projects bundle scope, stakeholders, documents, and metrics for a defined body of work, while tasks capture the day-to-day execution inside boards. You typically run many tasks across one or more projects to reflect real teamwork. If you only need a lightweight checklist, boards alone are enough without opening a full project.
Is linking possible?
Yes. You connect tasks to CRM contacts and companies, attach them to projects, and align them with deals or quotations across the platform. That keeps customer context next to the work instead of copying IDs between tools. CASPER can also create or search tasks using the same linked data.
Are there templates?
Board presets let you save proven column layouts and reuse them whenever you spin up similar work, such as onboarding or monthly closing. You can clone tasks when a checklist repeats. Together, presets and cloning cut setup time for teams that run the same processes often.
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