01
Break work into useful steps
Add subtasks, owners, due dates and priorities so the next action is clear.
Make the next step clear for everyone doing the work.
Give tasks an owner, a due date and the details needed to get started. Keep subtasks, files and discussions together, and reuse templates for familiar work.
Explore BOSS* plans and pricingA closer look at Task management
Illustrative recordsOne connected workspace
Task managementOverviewMy workspace
WORK / Task management
Example workspaceMy tasks
| Task | Project | Due | Status |
|---|---|---|---|
| Get client approval |  Planet Express | Wednesday | To do |
| Review the landing page | Planet Express | Friday | In review |
| Prepare the handover |  MomCorp | Thursday | In progress |
Get client approvalSend the latest draft, collect feedback and record approval on the task.
Tasks shown3
Subtasks completed2 / 3
Next deadlineWednesday
Task managementOverviewMy workspace
WORK / Task management
Example workspaceMy tasks
Task managementDetails
Get client approval
Planet Express · Website launch
- Owner
- Leo Rainer
- Due
- Wednesday
- Priority
- High
✓ Send the latest draft✓ Collect feedbackRecord the approval
Send the latest draft, collect feedback and record approval on the task.
Give tasks an owner, a due date and the details needed to get started.Interactive illustration of BOSS*
Task management in your working day
Keep the instructions and the conversation with the task.
A title is only the beginning. Give the person doing the work the checklist, files and decisions they need to finish it.
02
Keep decisions easy to find
Discuss changes and share attachments on the task they affect.
03
Reuse the work you already know
Use task templates and recurring tasks for routines that come around again.
Your AI agents, connected to BOSS*
Ask your agent to help with the work ahead.
Ask a supported agent to explain what needs attention, compare the available records or help with the next step. Access and supported actions follow your connection and permissions.
Try a conversation
Useful records, brought into the same question.
Access follows your role and permissions.… and other compatible AI agents
ClaudeBOSS* connectedTask management / Example conversationYou ask: Review these three tasks and tell me what needs attention before Wednesday.
Client approval is the nearest deadline.
| Task | Due | Status |
|---|---|---|
| Get client approval | Wednesday | To do |
| Prepare the handover | Thursday | In progress |
| Review the landing page | Friday | In review |
Confirm Leo has the latest draft and knows where to record the approval.
Illustrative answer from the records shown.
ClaudeBOSS* connectedTask management / Example conversationYou ask: Draft subtasks for collecting final client approval on the landing page.
Here is a checklist to add to the task.
| Step | Outcome |
|---|---|
| Send the latest draft | Client has the correct version |
| Collect feedback | Open changes are recorded |
| Record approval | The decision stays with the work |
Review the checklist before creating the task.
Illustrative answer from the records shown.
ClaudeBOSS* connectedTask management / Example conversationYou ask: Create a task for Leo to collect client approval on the website launch, due Wednesday.
The example task is ready for Leo.
| Field | Value |
|---|---|
| Task | Get client approval |
| Owner | Leo |
| Due | Wednesday |
The task sits with Website launch, alongside the brief and discussion.
Illustrative answer from the records shown.
Illustrative conversations. Available records, actions and response formats depend on your AI client, connection and permissions.
Part of one business workspace
Keep the next part of the work connected.
Move from the detail you are reviewing to the people, projects and records around it.
Project management
Keep the brief, tasks, deadlines and decisions together. BOSS* connects project delivery with the clients, people and money behind the work.
Explore the workflowTeam Sync
Move between teammates, review their open work and open task details as you talk. Keep the meeting focused on the decisions and follow-ups that matter.
Explore the workflowTime tracking
Track time on tasks, review project effort and keep clock-ins with employee records. The hours have a place beside the work they helped deliver.
Explore the workflowSee how it fits your team
Bring your real workflow to a demo.
We’ll walk through the details with you, from the first record to the next action.
“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform.”
Momir PolenakovikjOperations Manager, Synapse Aviation
How do tasks relate to projects?
Tasks belong with the work they support. Projects provide the wider delivery view, while each task holds its own owner, dates, subtasks and discussion.
Can we reuse a task checklist?
Yes. Task templates help you reuse familiar work, and recurring tasks support routines that repeat.
Can an AI agent help with tasks?
A supported connected agent can use available tools to create and assign tasks or help summarize the context. Actions depend on your connection and permissions.
See how fits
your working day.
- Projects, people and finances together
- Up to 100 users on Pro
- Works with connected AI tools