OneCRM+
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ONECRM+ / WORK MANAGEMENT BOARDS

Give shared work
a clear place to move.

Use boards to organise jobs, production steps and team responsibilities. Keep the owner, status, dates and supporting files beside each item.

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  • Edit individual cells with controls suited to their field type
  • People assignments, status options and due dates
  • Linked fields, file viewing and board-specific workflows
OneCRM+ / Work management boardsEXAMPLE WORKSPACE
OneCRM+ work board with example production tasks, assigned staff, due dates and status fields
Working application · fictional example dataView full size ↗
01

Keep each item practical

Build a view of the work using configured columns and groups. Edit text, choose a status or assign a person directly in the row. Search and field filters help the team focus on the items they need.

02

Bring the context with it

Keep uploaded files in their correct columns and open supported formats in the in-app viewer. Connected records and configured mirrors can show related information, while updates keep the item’s conversation in context.

03

Control the next step

Administrators configure board flows for supported item events, conditions and actions. Board access can be assigned by role, including users whose menu contains only their permitted boards. Email notifications depend on a connected mailbox and approved workflow.

A PRACTICAL STARTING POINT

From setup to daily use.

01 / ORGANISE

Choose groups and columns.

Represent the stages and information the team needs.

02 / ASSIGN

Make responsibility visible.

Choose people, dates and statuses directly in the rows.

03 / FOLLOW

Review changes and files.

Keep supporting material and workflow history with the item.

Questions about work management boards.

Can staff use only boards?

Yes. A boards-only role can be given access to selected boards without exposing the rest of the CRM menu. Server-side permissions still control access.

Can I edit without opening a large form?

Yes. Supported board cells use individual text, dropdown, date, people and linked-item controls.

Does every imported formula run automatically?

No. Configured supported relations and workflows run in the app. Unconfigured imported formulas or mirrors may remain snapshots and need review during migration.

EXPLORE BY THE WORK YOU DO

A closer look at the features.

Screenshots, practical examples and setup details for the tools in your subscription.

My Day & quick search

Bring assigned tasks, customer follow-ups, events and board work into My Day. Use quick actions, live search suggestions and record previews in OneCRM+.

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Reports & dashboards

Build CRM reports with filters, summaries and charts. Create dashboards, pin three reports above records and use guided report templates in OneCRM+.

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Workflow automation

Build CRM workflows with a drag and drop canvas, decisions, email actions, tasks, related records and timezone-aware schedules in OneCRM+.

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Work management boards

Organise work in editable boards with status fields, people assignments, due dates, linked records, files and configurable workflow automation.

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Customer forms

Build public customer forms with typed fields, conditional questions, file uploads, staff submission permissions and supported CRM record actions.

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Custom objects & layouts

Create custom CRM objects, adopt fields, add relationships, configure layouts and grant role permissions. Use published objects in reports and dashboards.

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Inventory & manufacturing

Connect products, purchasing, stock movements, backorders, returns and manufacturing orders with customer records in the OneCRM+ business suite.

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THE WHOLE SUITE. FROM DAY ONE.

Your ambition.
All the tools to match.

$50 AUD per user, per month, excluding GST. Every feature included.
Start with a 30-day free trial. No card required.

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