Work boards that know about your orders.
Plan the work behind each sale on a board. Every task can link to the order, customer or item it is about, so the team always has the context.
Included on every plan. No credit card required.
What you can do with it
-
A board for each team
Set up columns that match how the work moves, and drag cards between them.
-
Due dates and priorities
Give each task a due date and a priority, and change them as plans change.
-
Linked to the work
Link a task to an order, contact, item, location or another task.
-
Assign and watch
Assign a task to someone, and follow it as a watcher to hear when it moves.
-
Notes and files
Keep notes, mentions and files on each task's timeline.
-
Change many at once
Move, edit or tag many tasks together, or bring them in from a spreadsheet.
From to-do to done.
-
Plan it
Add a task with a due date.
-
Assign it
Give it to the right person.
-
Move it
Drag it across the board as it progresses.
-
Finish it
Mark it done and the watchers know.
Tasks you own or watch show in your inbox, next to your orders.
Ask Hermes what's stuck.
Hermes reads your boards and tasks, spots the work that has stalled, and can break a big job into smaller tasks for you to check.
Try asking
- What's due this week?
- Create a task to call Harbour on Friday
- Who has the most open tasks?
Three cards haven't moved in over a week:
- Fit-out at Venti Furniture In progress, 9 days
- Order 1042 delivery Waiting, 8 days
- Site measure, Harbour To do, 12 days
Questions about boards and tasks
Who can change a board?
The team that owns the board. You choose the team when you create it.
Can a task link to an order or a customer?
Yes. A task can link to an order, contact, item, location or another task.
Can I bring tasks in from a spreadsheet?
Yes. Import a CSV file to create or update tasks and boards in bulk.
Do tasks show in my inbox?
Yes. Tasks you own or watch sit in your inbox beside your orders.
Put the work next to the sale.
Start on the free plan and set up your first board.
Start free →Free plan, no credit card required.
Related: Quoting and invoicing Contacts Hermes AI