Bring the work around the work into the same operating system.
Tasks is a board-based workspace organized into environments. Each environment carries its own statuses, custom fields, and members, shows as a drag-and-drop Kanban or a list, and every task has an owner, a priority, and a due date. It fills the gap between customer-facing execution and internal coordination.
The work around the work is where deadlines die
Not every important step belongs on a schedule or invoice. Tasks captures the internal work that keeps delivery, onboarding, approvals, and follow-up moving on time.
Order the parts before the install. Send the paperwork before the visit. Chase the approval before the deadline. None of it belongs on a customer schedule or an invoice - and in most companies, none of it is written anywhere a teammate could find it.
- check_circleReduce missed handoffs
- check_circleGive every process its own board
- check_circleKeep internal execution visible
One board per process, each shaped for its own work
An environment is a board with its own members, status groups, and custom fields. Intake gets a board that reads like intake, onboarding gets one that reads like onboarding - and nobody wades through columns that belong to someone else's process.
- checkStatus groups and custom fields set per environment
- checkMembers are notified the moment they are added
- checkBoards you own, share, or belong to, all from one hub
Kanban when you plan, a list when you work, your slice when you need it
Drag cards across status columns on the board, or flip the same environment into a sortable list. My tasks, Shared with me, and My team tasks pull your slice out of every environment you belong to, so the morning starts with what is yours.
- checkDrag-and-drop Kanban or a list view per environment
- checkMy tasks, Shared with me, and My team tasks across every board
- checkOwner, priority, and due date on every card
Coordination tools that pull their weight
Environments
One board per team or process - onboarding, intake, project kickoff - each with its own members, status groups, and custom fields.
Clear ownership
Every task carries an owner, a priority, and a due date, and members are notified when they are added to an environment.
Kanban or list
Drag cards between status columns on the board, or work the same tasks as a sortable list when the day calls for it.
Personal and team views
My tasks, Shared with me, and My team tasks pull the right slice out of every environment you belong to.
From scattered to-dos to a running board
Create the environment
Name the board, add the members, and set the status groups and custom fields the process needs.
Assign the work
Add tasks with owners, priorities, and due dates so each one has a clear next step.
Track completion
Use the board as the source of truth for progress, what is stuck, and what is done.
Internal work, finally on the same rails as customer work.
Tasks live beside the appointments, conversations, and records they support - so nothing gets coordinated over sticky notes again.
Built for the people holding the checklist
Operations teams
Manage the internal work that surrounds customer delivery and keeps execution clean.
Project leads
Coordinate multi-step rollouts with an environment per project and clear accountability on every card.
Support teams
Use task boards for escalations, onboarding, and internal service requests.
Tasks that know the rest of the business
A task in Genaya can point at an appointment, come from a conversation, respect a role, and answer to the AI - because it lives where the work lives.
Appointments
Attach internal steps to real appointment records so prep and follow-up never detach from delivery.
Inbox
Turn a customer message into a tracked task instead of a mental note.
Team
Assign by role and let access rules decide who sees which board.
Genaya AI
Ask what is overdue, blocked, or unowned - and get the real answer from your boards.
Questions teams ask before switching
Tasks is built for internal coordination, approvals, follow-up, and multi-step operational work that does not belong only on customer-facing schedules.
Yes. An environment is a board with its own members, status groups, and custom fields, so the front desk, the field crew, and the billing team can each run a board shaped for their work.
Individual and up. The free trial does not include Tasks.
Yes. Tasks live inside the same platform as your appointments, clients, and conversations, so internal steps like "order parts" or "send pre-visit paperwork" sit one click from the work they support instead of floating in a separate to-do app.
Open My tasks for everything assigned to you across every environment, Shared with me for boards other people invited you to, and My team tasks for what the people you manage are carrying - each one a live slice, not a saved filter you have to rebuild.
Yes. Each environment has its own status groups (the columns) and its own custom fields (the data on each task), so an intake board, an onboarding board, and a billing follow-up board can each carry exactly the fields their process needs.
Ready to get the internal work out of your head?
Put every follow-up, approval, and prep step on a board with an owner, a date, and a reminder - next to the work it supports.