Seven views for any team
Board, list, table, timeline, calendar, workload and reports. With your own statuses, fields and saved views, it works as well for a campaign as for a development sprint.
Projects & tasks
From today's to-do to the big project, all on a board that warns you in time.
Boards for marketing, sales, development or operations, with dates, deadlines and owners, plus a history of every change. Lía, your assistant, flags what's about to slip. And it's all connected to the CRM and the rest of Twilbox: what you create there shows up here.
Product Launch
FilterWeek
Market research
HighBuild landing page
MediumWrite content
MediumQA & testing
LowMay
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?
No manual setup
Hand your plan to Lía and have it on the board in minutes.
Upload the Excel, Word or PDF with your project, even if it's messy. Lía, your assistant, turns it into tasks with dates, dependencies and owners, and asks about anything that isn't clear.
- Separates tasks from subtasks and works out what comes first
- Suggests dates, priorities and an owner for each task
- Learns who usually does what in your team
LíaYour AI assistant in Twilbox
Here's the Excel for launching our new service. Can you set up the tasks?
Sure. Does the new website need to be ready before you tell your customers?
Yes, the website first, then the campaign.
Done. Your launch is on the board:
- 18 tasks with start and due dates
- Subtasks and steps for each one
- The campaign waits for the website
- A suggested owner for every task
−35%
fewer tasks delivered late
−40%
less time in meetings just to see how things are going
~3 h
a week per manager not chasing people for updates
Indicative figures: estimates of the typical improvement, which depend on the size of each team and how it works today.
What's included
An advanced board anyone can use.
Start with a to-do list and grow into projects with several teams, linked deadlines and sprints. Without switching tools.
Dates, deadlines and who's running late
Every task with an owner, a start and due date, estimated hours and what depends on it. Overdue tasks are flagged automatically, and you see the ones at risk before they're late.
Lía, your assistant, in every task
She sums up how a task is going and suggests the next step, proposes the priority and explains why, breaks it into subtasks and points out what's holding the team back.
Templates so you never start from scratch
Ready-to-use automations, forms you save as templates and documents, like meeting minutes, that Lía fills in with the task's details.
Connected to the CRM and all of Twilbox
Tasks you create in the CRM land on their pipeline's board, with the customer in view. A form can open a card, and the signed document is attached automatically.
A history of every change and timely alerts
There's a record of who created, moved, commented on or finished each task. And everyone gets an alert in the app, by email or on WhatsApp when something is assigned to them or a date is coming up.
How it works
Your team up and running in three steps.
Create a board or hand your plan to Lía
Start with columns like “To do”, “In progress” and “Done”, or upload your Excel, Word or PDF and Lía turns it into tasks with dates and owners.
Share out the work and set deadlines
Every task with its owner, date and priority. Link the ones that depend on others and let automations send reminders and move cards for you.
Track progress without meetings
See each person's workload, what's running late and the project's health. Lía sums up what's happening and what to do next.
All connected
Twilbox modules talk to each other.
Whatever happens in the CRM, in a form or in a signature ends up on the board, with its owner and without copying anything by hand.
CRM and pipelinesTasks from a deal or a contact go to their pipeline's board and also show up in the customer's record.
Sales cadencesThe follow-up steps of a sale create tasks for the salesperson, who sees them on their board.
FormsEach form submission can open a card in the column you choose, with all the answers.
E-signatureWhen the customer signs, the signed PDF is attached to their card and they get a copy by email.
Calendar and Google CalendarBook a meeting from the task with your team, the customer or both, synced with Google Calendar.Email and WhatsApp alertsAlerts about assigned tasks, comments and dates arrive inside Twilbox, by email or on WhatsApp.
Before and after
From asking “how's this going?” to knowing without asking.
No shared place
With Twilbox
No shared place: Tasks scattered across emails, chats and spreadsheets
With Twilbox: All the work, from small to-dos to big projects, on one board
No shared place: You hear about delays when it's too late to fix them
With Twilbox: Overdue tasks flagged and the ones at risk visible ahead of time
No shared place: Monday meetings just to find out how things are going
With Twilbox: Project health, each person's workload and a summary from Lía
No shared place: Setting up a new project takes a whole afternoon
With Twilbox: Upload your plan and Lía turns it into tasks with dates and owners
No shared place: What's agreed with the customer never reaches the people doing the work
With Twilbox: CRM tasks land on the board with the customer in view
Who it's for
For any team that works to deadlines.
Marketing teams
Campaigns, content and publishing dates on the calendar, with every piece assigned and reminders before each deadline.
Development and product teams
Sprints of one to four weeks, dependencies between tasks, estimated versus actual hours and a timeline that shows what's blocking what.
Sales, services and operations
Tasks that start in the CRM, each customer's jobs and each location's processes, with an owner, a deadline and the customer always in view.
It works for every kind of business
- Freelancers and independent professionals
- Lawyers and law firms
- Dental clinics
- Physiotherapists
- Psychologists
- Beauty salons
- Hairdressers and barbers
- Gyms and yoga studios
- Training academies
- Schools
- Vets
- Estate agents
- Accountants and advisers
- Insurance brokers
- Online shops
- Local shops
- Restaurants and cafés
- Hotels and holiday lets
- Car repair garages
- Builders and installers
- Marketing agencies
- Coaches and trainers
- Photographers
- Event planners
FAQ
What people usually ask.
No. Marketing, sales, development, operations and customer service teams use it. It can be one person's to-do list or a project with several teams, sprints and linked tasks.
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 timeline, calendar or workload view when you need them.
She sums up a task and suggests the next step, proposes the priority and explains why, breaks a task into subtasks, improves the description and, in the reports, points out what's holding the team back. You always have the final say.
Yes. Upload the Excel, CSV, Word or PDF file and Lía turns it into tasks and subtasks with priorities, dates, dependencies and a suggested owner. If something isn't clear, she asks first. You check it and create the tasks.
Overdue tasks are flagged automatically, and the reports show how many there are, which ones are at risk in the coming days, who has too much on their plate and the estimated finish date. You can also alert each owner before the deadline.
Yes. Tasks you create from a deal or a contact's record go to their pipeline's board, with the customer on the card, and they still appear in that customer's record. If the pipeline doesn't have a board yet, one is created automatically.
Put your whole team on the same board.
7 days free, no credit card, cancel anytime. Create your first board today or hand your plan to Lía.