Track a business record and its tasks
Owner, due date, stages and history in the right workspace.
Choose your business workspace
The menu varies by sector: Mobile workshop, IT interventions, Site orders, Orders & searches, Client plans or other business records. Sectors with a specialized workspace, such as Garage or Accounting, use their dedicated guide.
Open an actionable record
A record should show what is requested, who owns it and when it is due. The form displays the required fields for your sector.
Click the record creation button.
Enter its title, customer or beneficiary and required business details.
Choose an owner, priority and due date, then save.
Open the details to add the tasks to complete.
Progress while preserving history
Mark a task done only once the work is complete, then choose an available record transition. Available stages depend on the sector and current state.
The detail view retains tasks and events. Sensitive care and support records require a manager role; ordinary sales access is insufficient.