⚠️ SLA Alert: Some tasks are breaching SLA limits
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Create your workspace
Create the workplace and its first admin account.
Your team will use this ID when signing in. Use lowercase letters and numbers only, like xaibooks.
Your password must include:
At least 12 characters
One lowercase letter
One uppercase letter
One number
One special character
Passwords match
After creating the workplace, its admins can add team members from inside TaskFlow.
Dashboard
Overview of your workspace
Notifications
⚠️ SLA Breaches Detected
Travel Pipeline by Stage
Customer Status
Operational Risk
Current Work
TaskStagePrioritySLADue
Activity Feed
Travel Customers
NameSourceStatusFollow-up
Pending Follow-ups
Company branding
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TaskFlow

Choose exactly what this role can view, create, edit, export, delete, assign, or approve. Administrator always has full access.

Staff-wide lead and customer visibility
When enabled, every staff member who can view CRM records can see leads, customer profiles, and their related follow-ups created by any colleague. Editing, assigning, deleting, and approval permissions are unchanged.
Pipeline stages
Service types
Used on leads & products
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SLA configuration (hours per stage)
Tasks exceeding these hours will show SLA breach warning and trigger notifications.
Timeline
Notes and internal comments
Internal note. Mention teammates with @.
Customer emails

Messages are sent to and synced from the linked customer email.

Move through the workflow
Stage change history
Lead documents this lead only
Connected records
SA
Dashboard
🕐
Travel Customers
NameStatusSourceRegistered
SLA Alerts
Tasks by Stage
Staff Activity
All Customers
NamePhoneEmailSourceStatusFollow-upTasksAction
All Tasks
TitleStageAssigned toPrioritySLADueCreated
Staff Management
NameEmailRoleTasks (Done/Total)Follow-upsActions
Tasks by Stage
Staff Performance
Customer Sources
Follow-up Urgency
SLA Monitor
Live overview of all SLA statuses
⚠ SLA Breached Tasks
TaskStageAssigned toHours ElapsedSLA LimitOverageCustomer
⏳ SLA Warning Tasks
TaskStageAssigned toHours ElapsedSLA Limit% Used