Create, delegate, and track tasks across teams. From your inbox to completion — with Kanban boards, custom categories, and an accept-workflow that ensures nothing falls through the cracks.
Your tasks live on a visual Kanban board with columns that match how work actually flows in a warehouse operation: Inbox, In Progress, Review, and Done. Drag tasks between columns as work progresses — the board updates in real time across all team members. No more status meetings to figure out what is stuck and what is done.
Each task card shows the essentials without clicking: title, assignee, priority level, due date, and category tag. Color-coded priority dots let you spot urgent items instantly — red for high, yellow for medium, green for low. Category tags like Carrier, Billing, HR, or Integration help you filter the board when you need to focus on a specific area of operations.
The board supports multiple views: "My Tasks" shows your personal pipeline, "Team Tasks" shows everything assigned to your department, and "Created by Me" tracks tasks you have delegated to others. Filter by priority, category, due date, or assignee to cut through the noise and focus on what matters right now.
Every task you create or receive lands in your Inbox first — a personal collection point that prevents things from slipping through the cracks. From there, you decide what goes into "My Day" or "My Week" views, giving you full control over your daily focus without losing sight of the bigger picture. It is the difference between reacting to whatever comes in and consciously choosing what to work on.
Custom categories let you organize tasks the way your brain works: Carrier, Billing, HR, Integration, Reports — whatever makes sense for your role. Within each category, define your own stages that reflect your actual workflow. Add priority flags (high, medium, low) and due dates to every task, and watch your personal progress bar fill up as you check items off throughout the day.
The "My Day" view is your daily cockpit. It shows only the tasks you have committed to finishing today, with a clear progress tracker at the top. As you complete tasks, they get checked off with a satisfying strikethrough — giving you a visual sense of momentum. At the end of the day, uncompleted tasks roll over to tomorrow automatically, so nothing gets forgotten.
Assign any task to any team member across your organization — whether they sit in the warehouse, in IT, in finance, or in customer support. The "Created by Me" tab gives you a real-time overview of every task you have delegated: who is working on it, what stage it is in, and whether it is on track. No more chasing people through email or chat to find out if something got done.
Every task has a built-in chatter thread where assignees, watchers, and the task creator can exchange updates, ask questions, and share context — right where the work lives. Tag colleagues with @mentions to pull them into the conversation. Add watchers to any task so stakeholders stay informed without being directly responsible. When a task moves between stages, every watcher gets a notification automatically.
Tasks can be linked to support cases, giving your team full context on why a task exists and what triggered it. When a task is created from a case, the link is bidirectional: the case shows the task status, and the task shows the originating case. This closes the loop between customer-facing support and internal operations — no more "I thought someone was handling this" moments.
When someone assigns a task to you, it does not silently appear on your board and hope for the best. Instead, it lands in your Inbox with an accept overlay that forces a conscious acknowledgment. You see who assigned it, what it is about, and when they expect it done — and then you make it your own by setting your own due date, priority, category, and stage before accepting.
This accept workflow solves one of the biggest problems in team task management: tasks that get assigned but never acknowledged. In a busy warehouse operation, people get dozens of tasks per week from different departments. Without an explicit accept step, tasks pile up unnoticed, deadlines pass silently, and the person who assigned the task has no idea whether it was even seen. The accept workflow closes that gap.
If a task does not fit your scope or capacity, you can decline it with a reason — sending it back to the creator with full transparency. No task disappears into a black hole. The creator sees the decline immediately and can reassign or reprioritize. It is a simple workflow change that dramatically improves accountability across the entire organization.
When a support case requires action from another department, your support team can create a task directly from the case view with a single click. The task title is pre-filled from the case subject, the case reference is automatically linked, and the support agent just needs to assign it to the right person with a due date. No copy-pasting, no separate systems, no context lost in translation.
The link between case and task is bidirectional. The support agent sees the task status right on the case timeline — they know whether IT has accepted it, started working on it, or finished. The IT engineer working the task sees the originating case with full customer context, conversation history, and any attachments. This eliminates the endless back-and-forth of "what is the status of that thing I asked about last week?"
Duplicate protection ensures that you do not accidentally create multiple tasks for the same case. When a task already exists for a case, the system shows a warning and links to the existing task. Cross-department workflows become seamless: support creates a task for IT, IT resolves it and marks it done, the case gets updated automatically, and the customer gets notified — all without anyone manually updating multiple systems.
See how Dynaflow helps 3PLs manage personal and team tasks with Kanban boards, delegation workflows, and seamless case integration.