Enlivy

Tasks

A task is done

Participants see who completed the task, when, any permitted linked context and the completion note when provided.

To

A teammate on the task

An assignee or participant with the relevant task notification enabled.

Posted when

When a teammate completes a task

A task is completed and eligible participants with notifications enabled are informed, excluding the person who completed it.

The card shows the completed task and its timing. A permitted linked record and the completer's note follow when present, then a link opens the task.

A task is done
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Enclosed

  • Who completed the task and when
  • Task timing and permitted linked context
  • The completion note, if provided
  • A link to open the task

The variant

Completed without a note

The same message omits the completion note when none was written.

A task is done

Previewed with demonstration data, under the identity of an organization using its own branding.

Explore Tasks

Offers, contracts, invoices and payments

Start with the part you need.

Connect offers, contracts, invoices and payments around the clients they concern. Clients can accept offers, sign, pay and download invoices in a branded portal. Romanian companies can use ANAF e-Factura for Romanian clients.

Free to start · No credit card required · ANAF e-Factura for Romanian companies invoicing Romanian clients