Projects & tasks

Every task with its owner, due date and customer

Organise your team's work in boards, lists or a calendar, and see at a glance what's in progress and what's about to slip. Tasks link to your customers and their conversations, and some create themselves.

Product Launch
FilterWeek
Market research
High
Build landing page
Medium
Write content
Medium
QA & testing
Low
May
12
Mon
13
Tue
14
Wed
15
Thu
16
Fri
17
Mon
18
Tue
19
Wed
20
Thu
21
Fri
22
Mon
23
Tue
Research
May 12 – May 15
Landing page
May 13 – May 19
60%
Content
May 14 – May 18
QA & testing
May 19 – May 23
Twilbox AI

I detected 2 potential bottlenecks in this timeline. Want me to rebalance the tasks?

Optimize timeline
7
ways to view the same work
−20–30%
time in follow-up meetings
~2 h
a week per person not spent digging through emails and chats
100%
of changes logged with who and when

Indicative figures: estimates that depend on the size of each team and how it works today. The views and the change history are part of the product.

What's included

Everything your team needs so nothing gets lost

From the day-to-day board to planning a long project, with the same information arranged the way each person needs it.

Seven views of the same work

Board, list, table, calendar and timeline, plus each person's workload and reports. Switch views in one click.

Owners, due dates and priorities

Every task shows who's on it, when it's due and how urgent it is. The whole team sees the same thing, with no need to ask.

Comments, mentions and files

Talk inside the task: mention a teammate with @, attach documents or photos, and the conversation doesn't get lost in a chat.

Forms with signature and scanner

Forms that get signed right there, no printing, and a scanner that reads a document and fills in the form for you.

Tasks that create themselves

An automation can create the task for you, for example when a customer replies to a campaign, and assign it to the right person.

Every task with its customer and history

Tasks link to the customer and the conversation they came from, and there's a record of who did what and when.

How it works

Your team organised in three steps

Create your board

Set up columns that match how you work, such as “To do”, “In progress” and “Done”, and invite your team.

Share out the work

Every task with an owner, due date and priority. The ones that come from a customer or a campaign can create themselves.

Track progress

Check each person's workload and the reports, and spot what's about to slip before it's too late.

Connected

Tasks start where the work is

A conversation, an email or an alert from another tool can turn into a task with its owner, without copying anything by hand.

WhatsAppPlus Instagram and Messenger: the task stays linked to the conversation with that customer.
Your email inboxesWhen a customer replies by email, a follow-up task can be created for it.
WebhooksIf another tool sends an alert via webhook, an automation can turn it into a task.

Before and after

From asking “who was on this?” to knowing at a glance

No shared place: Tasks scattered across emails, chats and spreadsheets
With Twilbox: All the work on a board the whole team can see
No shared place: Nobody knows who's doing what, or by when
With Twilbox: Every task with an owner, due date and priority
No shared place: You find out about delays when it's too late
With Twilbox: Each person's workload and what's slipping, in plain sight
No shared place: Customer follow-ups that rely on memory
With Twilbox: Tasks that create themselves when a customer replies
No shared place: Nobody remembers who changed what
With Twilbox: A record of who did what and when

Who it's for

Built for teams that want to pull together

Marketing teams

Campaigns, content and deadlines on the same board, and every customer reply turned into a follow-up task.

Companies with several locations

Each location with its team and tasks, and management seeing how every process is going without waiting for Monday's meeting.

Law firms and consultancies

Each matter with its client, documents and deadlines, and the forms that need signing inside the same platform.

FAQ

What people usually ask.

No. If you can drag a card from one column to another, you already know how to use it. Start with a simple board and move on to the table, calendar or timeline when you need them.

Get your team on the same board

7 days free, no credit card, cancel anytime. Create your first board today and invite your team.