Sixty small jobs, one list

The problem

Tasks are on sticky notes, emails and a whiteboard nobody photographs.

How Plexii handles it

One Tasks list on the desk with assignees and due dates, viewed as Kanban or Calendar; All Tasks filters to Today and Overdue across every desk.

In short: Every task, its owner and its date in one place, seen as a list, a board or a calendar. When someone asks, show them.

Step-by-step guides

• Plan a task in the Tasks widget
• See every task in All Tasks
• Six views of every table

More moments like this

• Accountant at month-end

  Interrupted? Pick up where you left off

  A client calls mid-reconciliation and you lose your place.

• Finance analyst

  Describe it. Get the formula, explained.

  You need a formula you half remember, and the model is due in an hour.

• Bookkeeper

  Clean the same messy export in one go

  An export from the bank arrives full of duplicates and messy columns.