Tasks & Collaboration — where the team works

Two things in one guide: the task — a unit of work that can live anywhere — and collaboration — the comment threads and mentions that wrap around any record.

A task is Deetzo's atom of work. It has an owner, a due date, a status, and it can hang off anything — a standalone to-do, a step inside a project, or a follow-up pinned to an invoice, a quote, a customer or a supplier. Collaboration is the layer on top: threaded comments with @mentions on records across the whole app, an Inbox that collects what's aimed at you, and email + push when someone needs you.

erp.deetzo.com/#/tasks

Where the screens live

• Tasks workspace — /tasks. The cross-cutting view of every task you can see. Task create/edit and the task detail open as pushed screens, not their own URLs.
• Inbox — /inbox. Everything addressed to you — mentions and thread activity — grouped by the record it happened on.
• On any record — a Tasks section is embedded on leads, quotes, invoices, customers, suppliers, purchase orders and vendor bills; a discussion thread on leads, tasks, quotes, sales orders, invoices, purchase orders and work orders. There's no separate URL; they live inside the record you're already looking at.

Everything one task can carry.

erp.deetzo.com/#/tasks · TK-0003

Seven states — richer than "todo / done".

The status set is pending · inProgress · onHold · inReview · completed · cancelled · reOpen. The happy path runs Pending → In Progress → In Review → Completed, but you can park a task On Hold, Cancel it, or reopen a finished one (Re-Opened, which has its own column on the Board). Every status change is stamped into the task's activity timeline with who and when — TK-0003 above shows exactly that history.

A follow-up that lives where the work is.

The same task object attaches to business records, so a to-do sits on the thing it's about instead of floating in a separate list. Open an invoice, a quote, a customer, a supplier, a purchase order or a vendor bill and you'll find a Tasks section with an Add follow-up action; leads have their own Tasks tab. (Work orders carry a discussion thread, but no Tasks section.)

These are the same tasks: they roll into the KPI tiles, the Deadline view, reminders and the Board. The record link is just where they surface. A task created on a record can still be reassigned, given a checklist, or promoted with sub-tasks like any other.

Automatic nudges, and tasks that come back.

The reminder offset

Every task with a due date carries a reminder offset — how long before the deadline Deetzo should nudge. An hourly check looks for tasks entering their reminder window and sends a push notification and a bell alert to the assignee (and, with Also remind participants ticked, the participants). Once the deadline passes it sends one Overdue alert the same way. Task reminders are not emailed.

Recurrence

A task can Repeat Daily, Weekly or Monthly, optionally until an Ends on date. A nightly run creates the next copy ahead of its due date — early enough for its “due soon” reminder (a day before, by default) — so a "Weekly stock count" or "Month-end close checklist" reappears without anyone re-creating it. Each copy is a fresh Pending task with its own number and history; it keeps the title, description, assignee, priority, reminder setting, participants, project/milestone and linked record, and its checklist starts unticked.

Start faster; see it your way.

Task templates

A task template pre-fills a new task: a default priority, a deadline offset (e.g. "due 7 days out"), a starter checklist, default participants and an assignee. Turn a repeatable job — onboarding a customer, closing a month — into a one-click task with its steps already listed.

Five ways to look at your tasks

Filters — status chips, a label filter, assignee — combine with any view, and your saved views persist per user, so your grouping and columns come back next time.

A comment thread on any record, with mentions that reach people.

Collaboration is a single, app-wide comment system. Any of these record types can carry a discussion thread, embedded right on the record:

Type @ and pick a teammate to mention them — that drops the thread into their Inbox and notifies them (§07). Mentions are how you pull the right person into a specific record without leaving it.

Everything aimed at you, in one place — and the pings that get you there.

The Inbox

The Inbox (/inbox) collects the comments where you were @mentioned, grouped by the record they happened on. Replies you weren't mentioned in, and tasks assigned to you, don't land here — tasks go to your Tasks workspace and the bell. Opening an item takes you straight to that thread — you can reply without loading the whole record. Unread tracking is per-user: Deetzo remembers what you've seen, so only genuinely new activity is highlighted, and opening a thread marks it read.

Notifications

What reaches you, and how:

Each person can turn off Notify me when I'm @mentioned (push + bell) and Email me when I'm @mentioned separately in Notification settings. The push/email switches for the task events are set for the whole business in the same screen.

The essentials.