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Module · Tasks & Reports
Tasks & Reports — what's outstanding, what shipped.
Lightweight task tracking — personal lists, assigned work, OKRs, projects and portfolios — alongside a tuned report library with builder, schedules and an export center.
What's inside
- ✓Tasks · personalYour own to-do list, threaded with notifications.
- ✓Tasks · assignedWork assigned to you across projects and stores.
- ✓OKRs & projectsObjectives, key results, projects and portfolios.
- ✓Report catalogA library of standard, jewelry-tuned reports.
- ✓Report builderBuild saved views with filters and grouping.
- ✓Schedules & exportsRun on a cadence; pipe to email or the export center.