Task management for teams that never forgets.

Yes. Conversations in ArmiChat, for example via WhatsApp, Telegram or SMS, can also be turned into a task with “As task”. The task contains an AI summary and a link back to the chat. A customer enquiry on your phone becomes a task with clear responsibility straight away.

With weekly recurrence you choose the weekdays on which the task is due, for example Monday and Thursday. This lets you map fixed routines such as call-backs, inspections or reports. You set up recurring tasks of this kind only once, and Armiflow takes care of the rest.

Yes. You can set an end date for every recurrence. Until that day, Armiflow creates the task in the chosen rhythm, and after that it stops. This suits projects with a fixed duration, for example, or an onboarding programme that is completed after a few weeks.

The link back takes you from the task to the email or chat it came from. Whoever works on the task can open the original thread in one click, for example to read details or reply directly. The connection between enquiry and completion is never lost.

Follow-up tasks in the CRM are attached to a company and remind you of the next sales step, such as a call-back. The tasks and to-do feature goes further: several people, recurrence, custom fields, attachments and links to a customer or contract. Both help make sure nothing is forgotten.

Armiflow AI works with the system’s features on behalf of the signed-in user and can plan tasks in the chat. Actions involving customers, money, deletion, settings or approvals always wait for your confirmation. You delegate routine work to the AI while keeping control.

Yes, especially for small companies without a dedicated project management department. Instead of another program, you use tasks where customers, emails and contracts already live. Task management for teams that is connected to the CRM saves coordination and prevents duplicate work.

Every task is assigned to one or more people so responsibility is clear. Access to customer data is additionally controlled by roles and custom roles in Armiflow, for example so that sales staff only see their own leads. Task management for teams stays clear, and confidential information stays with the right people.

Yes. A task can be linked to a contract, for example to review a renewal or request missing documents. It is immediately clear which contract the task concerns. With annual recurrence, you are reliably reminded of checks that come round every year.

In customer service, enquiries arrive by email, WhatsApp or SMS. With “As task”, every enquiry becomes a task with a responsible person, a due date and a link back. You see which issues are open, and no customer is kept waiting because a message got lost in the inbox.

Yes. You attach photos and other files of up to 20 MB directly to the task. This is practical for trades, cleaning or real estate, where pictures from the site show what needs doing. Everyone involved finds the photos in the same place as the task itself.

Yes. A task can be assigned to several people, for example when two colleagues prepare a customer meeting together. Everyone involved sees the task with the same attachments, fields and links. This avoids duplicate tasks with slightly different content.

Tasks have the same safeguards as all data in Armiflow: separate database schemas per customer, encrypted credentials, two-factor authentication, roles and daily backups. You handle data access and erasure under GDPR Art. 15 and 17 from the CRM, so personal data in tasks is covered too.

For many teams, yes. If you manage tasks mainly around customers, emails, chats and contracts, Armiflow keeps everything in one place. Task management for teams saves you switching between programs and copying information from the inbox into a separate list.

Every task carries a priority and a due date so you can separate the important from the unimportant. In the morning you see where to start. In a team to-do list, this is especially helpful when several colleagues are looking at the same tasks and need to agree on what comes first.

A task’s due date shows when it should be done. For appointments with customers, you use Armiflow’s calendar with Outlook or Google and booking links. Tasks and appointments complement each other: the appointment is the meeting; the task is the preparation or the follow-up.

A native app for iOS and Android is in preparation; a date and feature list have not yet been set. Until then you use tasks in the browser, including on your smartphone. That way your team to-do list is with you on the go, wherever your work takes you.

Armiflow’s interface, and therefore tasks, is available in German, English, Turkish and French. Each user chooses their own language. Mixed teams can work together in the same task management for teams without anyone having to learn an unfamiliar interface.

Recurring tasks help any industry with fixed routines: cleaning companies plan regular jobs, accounting firms monthly receipt checks, agencies weekly reports and property managers annual inspections. Once set up, Armiflow creates the next task in the chosen rhythm, until an end date if you wish. Fixed processes stay reliable even when day-to-day work gets hectic.

After signing up for the free 14-day trial by email or with Google, Microsoft, Apple or Facebook, you set up your company details and plan. Then create your first task or turn an email into one directly with “As task”. You invite colleagues via a team invitation link.