Owners and assignees
Give each task an owner, assign colleagues and set a due date, priority and status. Filter the task list to focus on your own work or the team’s.
TASKS & COLLABORATION
Give the next action
a person and a place.
Manage follow-ups and shared work across Omono. Link tasks to customers, contacts, quotes, orders, purchasing and stock, with the notes and documents needed to get the job done.
Start Your 30-Day Free TrialTHE TEAM’S TASK LIST
See What Needs Doing. Know Who Is on It.
Keep quote follow-ups, supplier chasing and order checks in one view. See due dates, status and priority alongside the linked record and task owner.
Recurring work
Schedule daily, weekly, monthly or yearly tasks. Keep notes, documents and links with each occurrence, and pin recurring reference material.
Notes, documents and links
Keep the discussion and supporting information with the task, alongside its linked customer, contact, document or stock record.
CHECKS BEFORE DISPATCH
Keep the order on hold until the task is closed.
Link a task to a sales order and enable Blocks Shipping. No dispatch on that order can ship while the task remains open.
Use this for an outstanding document, customer confirmation or internal check. Closing the task or removing its shipping block releases the control; a cancelled task also counts as closed.
Automatic quote reminders
Enable tasks for chase dates and expected award dates. Assign them to the salesperson or account manager and choose how far ahead an award reminder is due.
Dates that follow the quote
When a quote date changes, its automated task moves too. Marking the quote won or lost closes the associated task as cancelled.
Private tasks when needed
Restrict a private task to its owner and assigned users. Private shipping-blocking tasks show other users the owner but not the task text.
A FEW PRACTICAL QUESTIONS
Good to know.
Can I link tasks to more than CRM records?
Yes. Tasks can link to companies, contacts, quotes, sales orders, credit notes, purchase orders and stock items, or stand alone.
Can tasks prevent an order being shipped?
Yes. An open task linked to a sales order can block all dispatches on that order. Closing the task, including cancelling it, or removing its Blocks Shipping setting releases that block.
Can I create recurring tasks and automatic quote reminders?
Yes. Tasks support recurring schedules. Administrators can also enable reminders based on quote chase and expected award dates, with the owner, type and priority configured in settings.
Can colleagues share documents and notes on a task?
Yes. Tasks hold notes, documents and links, with assigned users and activity history. Reference documents and links can be pinned across recurring occurrences.
SEE THE CONNECTION
Let’s look at your working day.
See how your quotes, orders and stock could work together in Omono.