Projects & tasks
Assign tasks with a clear owner, deadline and status; track progress across the whole project and each person's performance.
Why businesses choose this module
Is your business facing these problems?
- Tasks assigned by message get lost, nobody takes them
- You don't know which tasks are late until customers complain
- Can't measure who does more and who does less
- Project costs mixed into general costs, so profit and loss is unclear
What's in the module
On the admin web and the 1ERP app, sharing one set of data.
Task
- Create, assign, edit, delete tasks
- Owner, deadline, priority
- Drag-and-drop Kanban board
- “My work” for each person
Project (workspace)
- Create projects, members, progress milestones
- Group tasks by project
- Statements & project debts
- Activity history
Tracking & performance
- Task dashboard
- Team performance by person and by period
- Notable overdue tasks
- Connect HR KPIs
Sample workflow
- Create projectDefine members, milestones and budget.
- Assign workEvery task has an owner and a deadline.
- RunEmployees update status and attach results on the app.
- Approve resultsTeam lead reviews and closes tasks.
- SummaryView team performance and the project expense statement.
Who can do what
Each action is its own permission, toggled per group in Settings › Permission groups.
Employee
- View “My tasks”
- Update assigned tasks
Team leader
- Add / edit / delete tasks
- Kanban, task dashboard
- Team performance
Project management
- Add / edit / delete projects
- Statements & project debts
Working in the 1ERP app
- Today's task list, tasks about to be overdue
- Create tasks quickly, assign to colleagues
- Get notified when you are assigned a task
Connect other modules
- Contracts, digital signing & documents — contracts linked to projects
- CRM & customer care — the project's customers
- Human resources (HRM) — KPIs by task results
- Finance & accounting — income and expenses by project
Related channels & services
Internal chat
Discuss work right in the conversation tied to the task.
Document
Project files stored centrally, with download permissions.
Push notifications
Deadline reminders before things run late.
Frequently asked questions
Can one task be assigned to multiple people?
There is a lead owner and collaborators; everyone sees tasks in their own list.
Does it track costs per project?
Yes, via Project statements & receivables/payables.
Can employees see other people's tasks?
Depends on permissions; by default you only see your own tasks and projects you participate in.
Is this module included in every SaaS plan?
Yes. Every SaaS plan includes all modules — they differ in number of users, storage and server resources. Our consulting team helps you enable priority modules along a roadmap. See price list and implementation roadmap.