Assign tasks with clear responsibility
Set an owner, priority, start date and due date. Add a description, break larger work into subtasks and include followers who need updates.
TASKS, PROJECTS & TEAM DELIVERY
Assign work. Track every project.
Manage tasks, projects, phases, assignees, priorities, subtasks, approvals and progress updates in Pletox ERP. Keep internal work and client delivery organised.
Included in Basic, Growth, Advance
Project delivery
Tasks completed18 / 24
Plant setup projectConfirm equipment listAsha · Planning phase
DonePrepare installation planNeha · Due 18 Nov
In progressReview handover checklistRohan · Due 21 Nov
To doIllustrative workspace · Sample data
Make ownership, deadlines and progress clear.
Plan a project, assign the next task and keep updates beside the work. Teams can review delivery in list, board and calendar views using the dates and statuses they record.
Organise projects into phases
Keep related work under a project with members, dates and delivery phases. Connect tasks to the relevant customer or lead when the work is client-facing.
Review approvals and progress
Use task acceptance and configured departmental approvals, then follow written activity updates and completion status. Keep supporting files accessible with the task or project.
Tasks & projects
Review delivery without chasing every update.
A project gives related tasks one place to live. Phases make the delivery sequence clear, while owners, dates and activity updates show what needs attention.
01
Choose the right view
Review task lists, status boards, calendars and files without duplicating the underlying work.
02
Keep the team informed
Use project membership, task followers and written activity updates to share progress and blockers.
03
Connect planned work and recorded activity
Review enabled worklogs and time records alongside task progress and completion reports.
Project delivery
Tasks completed18 / 24
Plant setup projectPlanningIn progressCompleted
Confirm equipment listAsha · Planning phase
DonePrepare installation planNeha · Due 18 Nov
In progressReview handover checklistRohan · Due 21 Nov
To doIllustrative workspace · Sample data
YOUR TEAM’S WORKFLOW
From setup to everyday work.
01
Create a project and its phases
02
Assign tasks and agree dates
03
Review updates, approvals and completion
Can we manage internal work and client projects?
Yes. Projects can organise internal initiatives and client delivery. Tasks can link to a customer or lead. Team membership, acceptance and approval actions follow your configured permissions; linking a client does not automatically give them access.