Tasks with clear owners
Assign responsibilities, set due dates, and follow task status so the next action is visible to everyone involved.
PLETOX / Tasks & projects
Task & Project Management Software
The client. The project. The next step.
Manage tasks, projects, and client work in Pletox. Connect owners, due dates, progress, and worklogs so your team knows what needs attention next.
BUILT FOR EVERYDAY WORK
Tasks & projects.
Connected to your team.
Keep the records, responsibilities, and review steps together, with access shaped around the people doing the work.
Projects with client context
Keep related tasks together under a project and client. Give teams the context they need to coordinate delivery and follow-ups.
Worklogs beside the work
Connect recorded activity to tasks and projects, keeping updates and delivery progress with the people responsible.
FROM INPUT TO REVIEW
A clear path through
the everyday work.
- 01Organize a project around the client and scope
- 02Assign tasks, owners, and due dates
- 03Review progress and follow up on open work
| Task | Owner | Status |
|---|---|---|
| Confirm client brief | Asha Shah | Completed |
| Prepare launch plan | Rohan Patel | In progress |
| Review deliverables | Meera Rao | To do |
Illustrative project records. Statuses and responsibilities follow your team workflow.
SET UP FOR YOUR ORGANIZATION
Agree the rules.
Start with confidence.
Confirm your policies, data, and approval owners before rollout. Configuration and connections are reviewed with your team.
Define your workflow
Walk through your current process, required records, and exceptions. Confirm the enabled features and any additional configuration.
Set access and ownership
Decide who can view, update, review, and export records. Keep sensitive actions with the appropriate owners.
Validate with your team
Review sample records and outcomes before launch. Agree training, migration, and support requirements for the rollout.
GOOD TO KNOW
Your questions,
answered.
Explore how tasks & projects fits your policies and everyday workflows.
Book a demoCan we manage internal and client projects?
Yes. Organize internal initiatives and client work into projects with assigned tasks, due dates, and progress. Agree the project structure and access your teams need during setup.
How is this different from worklogs and visits?
Tasks and projects organize planned work and delivery. Worklogs and visits record activity and outcomes. Use them together to connect the plan with what the team has done.
ONE CONNECTED PLATFORM