ERPNotes
Keep rich text, colors, tags and pinned notes in a private library. Share explicitly and link to accessible to-dos when useful.
Tasks & To-dos · FREE MODULE
Your next step. A clear place for it.
Create private to-dos, choose what belongs in My Day and share with selected colleagues. Notes is an optional workspace add-on that also works independently.
01Private by default
02My Day, tags and priority
03Optional Work and CRM connections
Included in the free core module
HOW IT FITS YOUR DAY
Start with a to-do. Keep the details in a note.
- 01
Capture
Add a private to-do without creating a project or CRM record.
- 02
Plan
Choose My Day, tags and a priority without changing the deadline.
- 03
Share deliberately
Choose the colleagues who may read your to-do or note.
INDEPENDENT WORKSPACE ADD-ON
More detail.
When you need it.
Notes is optional and works even when Tasks is off.
Before you get started.
Can I use Notes without Tasks?
Yes. Activate Notes as a workspace add-on. Write, tag and pin notes, share selected notes, and optionally link them to accessible to-dos.
Do I need every module?
No. Start with this module and activate other areas when you need them. Standard Power add-ons are also optional and free.
Explore the next part of your company.
View all modules →
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- Stages & dates
- Client confirmations
- Internal projects
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- Suppliers & orders
- Goods receipts
- Incoming invoices