Question 1

Do we need to change how we work?

Accepted Answer

No. Import the Excel tracker you keep today and carry on with the same departments, statuses and priorities. The difference is that everyone updates the same list, and the overview builds itself.

Question 2

Who can change a task?

Accepted Answer

The admin can change any task. Other members change the tasks they created or are assigned to, and can read the rest.

Question 3

Can colleagues message each other about the work?

Accepted Answer

Yes. From any task, in the table or on the calendar, you write to the people on it in the team inbox. Tagging someone in a calendar note sends them a notification too.

Question 4

Who sees the calendar?

Accepted Answer

Everyone on the team sees the same calendar notes. Each person sees their own tasks by default and can switch to the whole team's or one colleague's, within the departments the admin lets them see.

Question 5

Can we try it first?

Accepted Answer

Yes. The live demo shows a sample company with no account needed. When you are ready, request your team and we set it up.

Question 6

What about colleagues who are in our Excel but have no account yet?

Accepted Answer

Their tasks are imported under their name. When they sign up, the admin links the name to their account and the tasks move to them.

Question 7

Does it connect to Smart Inventory and our other tools?

Accepted Answer

Not yet. A combined view of stock, sales and prices is one of the next steps for the product.