Smart ToDo App for Task & Workflow Management
When a Fortune 500 client demanded project tracking that standard ERPNext couldn't deliver, we engineered a purpose-built task management system tightly integrated into the Frappe framework and cut their project delivery time by 30%.
About This Custom App
Managing daily tasks across teams can quickly become chaotic without a centralised system. The ToDo App built on ERPNext helps you organise, assign, and track activities effortlessly, all in one place. Whether it's internal operations, approvals, or follow-ups, this app ensures nothing falls through the cracks.
Measurable Outcomes
30% Faster project delivery
Fortune 500 Client served
100% ERPNext native integration
Automate Task Creation & Assignment
This automation enhances accountability and ensures seamless execution across departments.
Tasks are automatically created when documents are assigned
Ensures no follow-ups or actions are missed
Keeps all responsibilities visible and traceable
Why businesses choose it
Built natively on ERPNext (no external tools needed)
Centralized task management across all modules
Improves team accountability and productivity
Fully customizable workflows using Frappe Framework
Mobile-friendly and accessible anywhere
Key Features
Create and assign tasks instantly
Real-time notifications for assigned work
Set priorities (Low, Medium, high)
Add due dates and reminders
Track task status (Open, Closed, Cancelled)
Color-coded task organization
Link tasks with ERP documents (Sales, Issues, projects)
Where Task Management App Fits Best For Industry
Project delivery and task management benefits any sector with operational workflows. Teams across multiple industries use this ERPNext-native task system to organize work, improve accountability, and keep follow-ups visible inside daily operations.
manufacturing
Used in manufacturing to manage production follow-ups, maintenance actions, quality tasks, dispatch coordination, and internal team handoffs.
services
Used by service teams to track client deliverables, internal assignments, escalations, AMC follow-ups, and recurring operational work.
education
Used in education to manage admissions follow-ups, administrative work, faculty tasks, student support actions, and campus operations.
trading
Used by trading companies for dispatch follow-ups, procurement tasks, finance coordination, customer commitments, and documentation tracking.
retail
Used in retail to manage store operations, issue resolution, customer follow-ups, merchandising tasks, and cross-location execution.
Smart ToDo Dashboard & Workflow Views
A comprehensive view of project tracking, task assignment, and real-time status updates within the ERPNext ecosystem.
Frequently Asked Questions
Find answers to common questions about task assignment, notifications, and integration capabilities.
Yes, tasks can be assigned and reassigned to users as needed.
Yes, real-time notifications are sent when a task is assigned.
Yes, tasks can be connected to sales orders, issues, projects, and more.
Absolutely. It scales from small teams to large enterprises.
Ready to scale your task management?
ERPNext allows deep customisation and integration, making task workflows flexible and scalable for any business.
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