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Tasks & Pipelines

Application

Organize projects and processes with visual Kanban boards, customizable pipelines, and smart automations that keep your team productive.

Manage tasks, projects, and processes with fully customizable visual pipelines. Drag cards between stages, automate status transitions, and track team progress in real-time with Baseportal's Tasks module.

Key Features

Visual Kanban Board

Visualize all tasks on an intuitive drag-and-drop board. Move cards between columns, customize stages, and get a complete view of your workflow.

Customizable Pipelines

Create multiple pipelines for different processes. Configure stages, colors, and specific rules for each workflow in your company.

Status Automation

Automate status transitions based on rules and conditions. Save time and reduce errors with automated workflows.

Custom Fields

Add specific fields for each pipeline. Text, numbers, dates, selections, and more to capture all necessary information.

Advanced Filters

Find tasks quickly with filters by status, assignee, date, priority, and custom fields. Save frequently used views.

Team Assignment

Assign tasks to team members, set deadlines, and track workload. Automatic notifications keep everyone aligned.

Use Cases

Marketing Agencies

Manage campaigns, client deliverables, and approvals with dedicated visual pipelines.

Accounting Firms

Track tax obligations, deadlines, and deliverables for each client in separate pipelines.

Sales Teams

Track opportunities from first contact to close with a customized sales pipeline.

Customer Support

Organize tickets and requests with automatic prioritization and configurable SLAs.

How It Works

01

Create Your Pipeline

Configure your workflow stages, set colors, and define rules for each column.

02

Add Tasks

Create cards with custom fields, attach files, and assign team members.

03

Automate Flows

Set up status automations and notifications to keep the process flowing.

04

Track Results

Monitor progress in real-time with kanban, list, and calendar views.

Key Benefits

Visual Flows

Intuitive visualization of all task progress with drag-and-drop.

Productivity

Automations eliminate manual work and keep processes moving forward.

Collaboration

Team aligned with assignments, deadlines, and real-time notifications.

Strategic Vision

Track productivity metrics and identify bottlenecks quickly.

Specifications

Launch
2024
Type
Application
Visibility
Admin/Team
Price
Included in plans
Made by
Baseportal
Included features
Kanban drag & drop
Multiple pipelines
Status automations
Custom fields
Saved filters & views
Native integrations

Ready to organize your processes?

Implement visual pipelines that transform your team's productivity.

Free Demonstration

Schedule your demonstration

Fill out the fields below and we will contact you within 2 hours

What you will see

In your personalized demonstration

  • Kanban board demonstration
  • Custom pipeline configuration
  • Workflow automations
  • Integration with other modules

Included benefits

No costs or commitments

  • Free 30-minute demo
  • Analysis of your workflow
  • No costs or commitments
  • Personalized setup included

How it works

Simple and fast process

1

Fill out the form

Tell us about your company and needs

2

We schedule the time

We will contact you within 2 hours

3

Personalized demonstration

We show you how to solve your challenges

Schedule your demonstration

Fill out the fields below and we will contact you

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