Flexible task management with Kanban boards
The cashwerk Task Manager goes beyond simple to-do lists. With freely configurable Kanban boards, subtasks, and CRM links, you run daily work efficiently and keep full visibility.
Task management is the backbone of productive teams. Yet many standalone tools such as Trello or Todoist sit apart from your business data. To see which customer is affected, which project owns a task, or whether the related invoice exists, you jump between systems. cashwerk embeds task management directly in the business platform.
Each organization can create any number of Kanban boards, each with columns that mirror your workflow. Board presets let you save proven structures and reuse them—ideal for standardized processes such as onboarding, sprint planning, or monthly reporting. Tasks support subtasks, comments, and tags for flexible categorization.
CRM linking sets the Task Manager apart from generic tools. Tasks can be tied to CRM contacts and companies so customer-related work stays visible in context. The AI assistant CASPER creates tasks via natural language and can search, update, and assign existing tasks.
For everyday use you get drag-and-drop between columns, clonable tasks, due dates with notifications, and marking tasks done without deleting them. Board invitations control which teammates can access which boards—enough granularity for teams with different responsibilities.
