My tasks
7
Assigned to the current team member or role.
Employee workspace
Tasks
Sales, sourcing, operations, finance, and service work in one place.
Control Role-aware queue
Tasks
A role-aware task board for follow-ups, approval requests, supplier handoffs, finance checks, and shipment updates.
Due today
4
Needs action before close of business.
Blocked
3
Waiting on client, supplier, finance, or owner.
Overdue
2
Past due and visible to Owner/Admin.
Task queue
Assigned work
Procurement
Check loading details
Confirm supplier loading readiness before PO release.
Due Today
Owner Inspection/loading support
Linked to Supplier quote
Finance
Verify bank transfer
Payment proof needs finance verification.
Due Today
Owner Accounts
Linked to Invoice/payment proof
Operations
Prepare client shipment update
Shipment movement update needs evidence review.
Due Tomorrow
Owner Operations
Linked to Shipment
Task detail
Check loading details
Review the supplier's loading location, contact, packing notes, media, and expected readiness date before the PO is sent.
Due
Today
Owner
Inspection/loading support
Linked to
Supplier quote
Result
Ready for PO
Task sources
Tasks should never be isolated; they should carry the object, owner, due date, and next action.
Escalation rules
Escalations should be visible before deadlines are missed.
Approval rule
Owner/Admin approval if margin, discount, PO, or quote threshold is crossed.
Support rule
Support escalation after configured response hours.
Logistics rule
Shipment ETA changes create client-update tasks.