The board is the status
Drag a task to In progress or Waiting on client and the status is right. No separate field you forget to update.
Projects
Every project on one board, client included
Tasks from emails, WhatsApp messages and meetings land in the right project. Drag a card to another column and the status moves with it. You see what the client still has to send and what needs to be done on time.
What it does
From agreement to task, no retyping
Create a project yourself, or let Klantaro suggest one when a client asks for something. Nothing lands on the board without your approval.
Tasks with a source
A task from a meeting or email links back to the moment it was agreed. Whoever picks it up is listed.
Suggested projects
When a client asks for something new, Klantaro sets up a project. It only lands on the board once you approve.
Tasks with a source
Tasks from the conversation, not from memory
After a meeting or an email with a request, Klantaro drafts the action items as tasks. Every task shows where it came from and who picks it up.
- Every task links to the meeting or email.
- Owner and date come from the conversation.
- You approve before they go on the board.
Planning
Running late? You'll hear in time
Klantaro watches deadlines, tasks stuck in the same column for days and what the client still has to send. You get a heads-up before a delivery is at risk.
- Overdue or close: you see it per project.
- Reminders to the client are ready for you.
- Nothing goes out without your approval.
Projects are fed by
- Gmail and Calendar
- WhatsApp Business
- Meetings via Recall.ai
- LinkedIn messages
- ClickUp import
- Moneybird
- All integrations →
Put your first project on the board.
Bring your lists over from ClickUp or start with an empty board. Cancel any month.