Break work into steps
Turn a project or service job into clear actions. Add subtasks, checklists and milestones where they help people complete the work.
Tasks and projects
Organise tasks, field jobs and projects
A useful plan connects each task to an owner, a due date and the work it moves forward. The team can update progress and make blockers visible.
Tasks and projects
Know who is doing what, and what is holding things up.
Projects can be broken down into tasks, subtasks, checklists and milestones. Choose views to suit the work: list, calendar, Kanban, Gantt or Scrum where the platform supports it.
What the process can include
Know who is doing what, and what is holding things up.
Assign and schedule
Set an owner, due date and the people involved. Notifications and reminders are configured around the team’s working habits.
Choose a useful view
Use a list for daily actions, Kanban or Scrum for work stages, a calendar for workload or Gantt for dependencies where supported.
Make progress visible
Owners can update tasks as work proceeds. The team can spot delays, dependencies and decisions still waiting.
Reuse established ways of working
Templates can carry forward recurring task and project steps. An AI assistant may suggest a first checklist or summary for the team to review.
Example process
Progress becomes concrete
Tasks and projects
- 01Project defined
- 02Tasks assigned
- 03Dates and dependencies
- 04Progress updated
- 05Blockers addressed
Progress becomes concrete
For each action, the team can see the owner, due date, status and relevant dependencies. Planning supports field communication; it does not replace it.
Tools and workflow previews
Tasks and projects
Illustrations from the original OptimaBiZZ pages. Available screens depend on the selected platform and its configuration.
Frequently asked questions
Tasks and projects
Which project views can we use?
Depending on the platform, a project can be shown as a list, calendar, Kanban board, Scrum view, Gantt chart or another available view.
Can we add subtasks and checklists?
Yes. Projects can be divided into tasks, subtasks, checklists and milestones.
How does each person know what they own?
Actions can have an owner, date and status. Notifications and permissions follow the agreed workflow.
Can we track time spent?
Time tracking can be enabled if the selected platform supports it and the company wants it as part of its working practice.
Can recurring tasks be automated?
Yes. Templates, reminders or status changes can be configured for recurring work.
What does AI do?
It can help draft task descriptions, checklists or project summaries. Owners review the content and plan.
Related functions
Solutions
Talk about your operations
A useful plan connects each task to an owner, a due date and the work it moves forward. The team can update progress and make blockers visible.