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Productivity · Tasks

Know what needs doing.
Make the next step clear.

Tasks with owners, due dates, states, and recurring work, with My Today and team views in list or board layout. Log time against tasks and sync with Google Tasks or Microsoft To Do. Add custom task fields in Studio.

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My Today
Now
2
Up next
1
Missed
1
Done today
1
Total
6

Happening nowIn window right now2

  • Review the launch brief Launch Until 5:00 PM
  • Daily team check in Operations Daily 9:30 AM

Starting soonScheduled later today1

  • Send the weekly delivery recap Operations Weekly 2:00 PM

Missed / overduePast the window without completion1

  • Call Harbor Supply about the order Operations Due 11:00 AM

Completed todayDone, on time or late1

  • Publish the delivery notes Operations Done 8:42 AM

Backlog / no timeOpen work without an active window1

  • Draft the onboarding checklist Onboarding No time set

Team

Active
12
Overdue
2
Blocked
1
Waiting approval
3
  • Maya Chen5 open
  • Sam Patel4 open
  • Nora Ellis3 open
Illustrative sample records. Not a live workspace.

What a task carries.

A little less chasing. A clearer day.

  1. Assigned work with a state

    Every task can carry its owner, state, due date, and project context.

    • Pending
    • In progress
    • Waiting approval
    • Completed

  2. Personal and team views

    Use My Today, My Tasks, and the team views permitted by your role to focus on the work that needs attention.

    • My Today
    • My Tasks
    • Team views
    • List
    • Board

  3. Recurring work and approvals

    Manage recurring tasks and open the Approval Center from the same task workspace when the relevant module is installed.

    • One-time task
    • Recurring, daily
    • Recurring, weekly
    • Requires manager approval

Your day, and the team's.

My Today sorts your own work by time. The team board sorts the work you are allowed to see by what needs attention.

My Today Maya Chen · Oct 23

Happening now

  • Review the launch brief In progress Oct 23

Starting soon

  • Send the weekly delivery recap Pending Weekly 2:00 PM

Completed today

  • Publish the delivery notes Completed Oct 22

Tasks B, C and F appear on the team board only.

Team

Open3

  • Review the launch brief Oct 23 In progress
  • Update the product catalog Oct 26 Pending
  • Send the weekly delivery recap 2:00 PM Pending

Attention2

  • Confirm workshop agenda Oct 24 Waiting approval
  • Collect the venue quote Oct 22 Overdue

Done1

  • Publish the delivery notes Oct 22 Completed

Also on My Today

Three steps, one clear list.

  1. Capture the work

    Create the task and connect the relevant project or business context.

  2. Assign the next step

    Set the owner and due date within your permissions.

  3. Keep progress visible

    Update the state and return to the day or team view to see what remains.

Make the task form yours.

Three examples of what a team changes, then every control around tasks.

  1. A "Job reference" field

    Tie every task to a customer job and filter by it.

  2. Required "Customer"

    Make it required whenever "Billable" is set to yes.

  3. Hand off automatically

    When a task is marked done, a workflow creates the next task for the next team.

Controls around tasks

  • Fields and layout in Studio

    See Studio

    Add task fields such as customer or job reference, and decide what each task form asks for.

  • Workflows and automations

    See Workflows

    Start a workflow when a task is created or its status changes, so work flows to the next person. Connect it to your email, chat and the apps you already use.

  • Roles and permissions

    Every paid plan See Users and Roles

    Decide who can see, create and change tasks, down to records and fields, with custom roles.

  • Agaro Agent

    Meet Agaro Agent

    Ask about your tasks in plain language. The Agent asks before it changes a record, and it works within your permissions.

  • Your own custom modules

    Scale and up See custom modules

    When tasks needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

  • App Builder

    Every paid plan See App Builder

    Build a website, document, slides or internal app next to your tasks, described in plain words.

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Tasks, in context.

Tasks shares project, employee, and customer context with the rest of Agaro’s delivery tools.