No task is ever left without an owner
A task is assigned to one person, who either accepts it or declines with a reason — after the third decline, a manager steps in, and nothing is ever left unowned.
How It Works
Assign, accept, decline, reassign.
When a task is assigned to you or a teammate, the assignee accepts it or declines with a written reason. A declined task doesn't vanish — it's routed again, along with a suggestion for who should take it. If the same task is declined three times, the decision goes to a manager, who decides who will do it and assigns it directly, without asking.
Dozens of task types, one flow.
The Task Engine isn't a simple reminder tool. File review, in-person meeting, penalty approval, title transfer, exchange-rate decision, commission request, project content approval, reservation approval, ad-lead routing — the dozens of different task types your business runs into all pass through the same assign-accept-track chain. A report a specialist requests from accounting and an approval a manager submits to the owner leave the same trail in the same system.
Sensible scheduling.
If a task's due date lands on someone's day off, Planyum moves it to the next available working day — so your team's performance isn't unfairly penalized for time they weren't working, no one is expected to do a task at an impossible hour, and the task is never forgotten either.
Notifications and reminders.
The moment a task is assigned to you, one of your approval requests is resolved, or a counter-offer arrives, Planyum notifies you instantly. Set a reminder window on a task and you're alerted separately, that many minutes before it's due.
Tips
- Creating a task: Tasks → New Task in the sidebar. Pick the assignee, the date/time, and an optional customer. Assign it to someone other than yourself and it goes to their approval.
- Today panel: tasks due that day and the day's appointments for customers you own appear in the same panel.
- Pending approvals: approve or decline a task assigned to you; declining requires a reason, and the system suggests who should take it next.
- Delegation list: track the tasks you've assigned to others from here.
- My tasks: each task type has its own completion form — the right one opens automatically based on the type.
- Company view: only the company owner and managers see every task across the company on one screen.
- Reminders: set a reminder window on a task and you'll be notified that many minutes before it's due.