Projects & tasks

Projects and tasks your team actually updates

Projects and tasks in OrgLines keep client work in one place: projects linked to CRM organizations, tasks with checklists, subtasks, comments, files and change history, a kanban board and a team calendar. Structured work reports and logged time show what was actually done, and a Telegram work bot brings tasks to people who are never at a desk.

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Who it is for

Service companies and agencies running client projects
Teams with installers, drivers or field staff who work from a phone
Managers who need to see team workload and real time spent
Companies that repeat the same kind of project and want templates

A task tracker is only useful if people keep it up to date. OrgLines tries to make that the easy path. A project can start from a template with its tasks already in place and deadlines counted from the start date. Adding the client's organization brings its members into the team automatically. Inside a task, everything stays together: the checklist, subtasks, the discussion, files dropped straight onto the card and a history of every change.

For the manager, OrgLines answers the questions that matter each week: who is overloaded, which tasks slipped, how much time a project really took. The team calendar lays tasks out per employee, the project overview can be filtered and sorted, and the time summary collects hours logged in task reports. Report types are set up once for the company, so a site visit, an installation or a shift ends with the same structured report every time.

Projects live next to the rest of OrgLines. A project belongs to an organization from the CRM, meetings with a Zoom link can be tied to leads and clients, and meeting action items become tasks. Frontline staff such as drivers, storekeepers or installers can work with their tasks from Telegram, and managers can do the same through an AI assistant connected via MCP.

How a project runs

01
Create the project

Fill in the basics, pick the client organization if there is one, and choose a template. Its tasks are filled in, with deadlines counted from the start date or from today.
02
Assemble the team

Members of the chosen organization are added automatically; add other employees by hand. Then assign each task to a person.
03
Work inside the task

Tick off the checklist, split work into subtasks, discuss in comments and drop files onto the card. Every change is recorded in the history.
04
Track progress on the board and calendar

Move tasks across kanban columns and see the team's tasks per employee in the calendar, with filters.
05
Close with a report

The assignee adds a work report of the right type and logs the time. The project time summary adds it all up.
06
Archive what is done

Archived tasks become read-only and are hidden from the project overview; unarchive one to edit it again.

What you can do

Projects linked to clients

A project can belong to an organization from the CRM, or to none. Choosing the organization adds its members to the project team.

Project templates

Save any project structure as a template. A new project from it gets its tasks with deadlines counted from the start date.

Tasks with checklists and subtasks

Each task has an assignee, status and due date, a checklist for steps and subtasks for work that needs its own owner.

Comments, files and history

Discuss work in the task, attach files by dragging them onto it, and see a history of every change: status, assignee, dates.

Kanban board

Move tasks between status columns. On your device, columns can be renamed, colored, limited or hidden to fit how you work.

Team calendar

See tasks laid out per employee over time and filter them, so overload and gaps show up before deadlines are missed.

Structured work reports

Define report types in company settings; employees then add reports of those types to their tasks. Reports can also be submitted through the MCP server.

Time per project

Log time in flexible formats such as 2:30, 1.5h or 90m. The project time summary adds up time logged in task reports.

Meetings with Zoom

Schedule team calls and the Zoom link is created automatically. Meetings can be tied to leads and clients, shown by week or month, rescheduled or cancelled.

Who actually attended

After the call, OrgLines reads Zoom's participant report and matches people to invitees by email, saved name, or domain and name; you can confirm the rest by hand.

Work bot for frontline staff

Drivers, storekeepers and field staff see their tasks, change statuses and send photos from Telegram. The bot sees exactly what the worker sees in the cabinet, and a manager approves who joins.

Tasks through your AI assistant

Via MCP, Claude and other agents can create projects and tasks, add checklist items and comments, reassign work or change status. Changes come back as a proposal you confirm.

Tasks for people who are never at a desk

A driver, a storekeeper or an installer will not open a web cabinet between jobs. The OrgLines work bot gives them a few steps in Telegram instead: see today's tasks, change a status, send a photo of finished work. The bot is not a customer chat; it is a simplified interface to your own data for your own staff.

Each worker joins through a personal invite link, optionally tied to their phone number; anyone who writes without it lands in a request queue for a manager to approve or reject. The bot acts with the worker's own permissions, and every step that changes data is preceded by a confirmation step. Separate bots, for example one for installers and one for the warehouse, have separate tokens and do not see each other's chats.

Start from a ready scenario and adjust the steps
A log of every step the bot ran, and every refusal
Frontline staff take operational seats, separate from full cabinet seats
Switching a bot off keeps its steps, links and log

Meetings that turn into work

Once Zoom is connected, scheduling a meeting in OrgLines creates the Zoom link on its own, and the meeting can be tied to a lead or a client. The calendar shows meetings by week or month and, when the meeting is in another time zone, its local time too. Cancelling a meeting cancels the Zoom meeting and the link stops working.

After the call, OrgLines shows who attended, how long the call actually ran and who stayed long enough to count as present. Zoom publishes the participant list a few minutes after the call, and OrgLines asks again on its own. On Zoom's Basic plan this report is not available, and OrgLines says so rather than showing an empty list. Action items from meeting notes can be converted into tasks.

Who sees which projects

Access in OrgLines is set by role. A role is a job: what an employee sees and is allowed to do. Each role has default access to sections, and an owner or administrator can override it for an individual user. Rights can be set even for people who have not logged in yet; they apply on first login. Changes to role permissions are recorded in an audit log: who changed what, and when.

Plans: Team projects and tasks are included from the Core plan; every higher tier keeps them. Compare plans

FAQ

Questions about Projects & tasks

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Can clients be linked to projects?

Yes. A project can belong to an organization from the CRM, and choosing it adds the organization's members to the project team. A project without an organization is also fine.

Which plan includes team projects and tasks?

Team projects and tasks are part of the Core plan and every tier above it. The free plan is for one person and does not include team projects.

Do field workers need a full OrgLines account?

They use the Telegram work bot and take operational seats, which are separate from full cabinet seats. Each worker joins through a personal invite link, and a manager approves anyone the bot could not recognise.

Can the bot see all company data?

No. The bot sees exactly what the worker sees in the cabinet and acts with their permissions. Limiting who may write to a bot only narrows access; it never grants rights the person does not have.

How is time tracked?

Time is logged on tasks in formats like 2:30, 1.5h or 90m, and the project time summary adds up the time logged in task reports, so you see how much a project actually took.

Does OrgLines work with Zoom?

Yes. After you connect Zoom, meetings get their link automatically, and after the call OrgLines shows who attended. The attendance report needs a Zoom plan that provides participant reports; Zoom Basic does not.

Can an AI assistant manage tasks for me?

Yes. Through the OrgLines MCP server, Claude and other agents can list your assignments, create tasks with checklists, comment, reassign, change status and submit reports. Changes are proposed first and run after you confirm.

What happens to finished tasks?

You can archive them. Archived tasks are read-only and hidden from the project overview, and can be unarchived if you need to edit them again.

Works together with

All modules share the same data, so they complete each other.

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