People and planning

Turn daily follow-up into shared progress

Organize tasks into projects and lists, assign people and preserve internal comments. Bring operational dates, notes and recorded time into the same daily planning context.

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4 connected capabilities

bmanager.io / People and planningExample workspace

PEOPLE & PLANNING / OPERATIONS

Give the next step an owner.

Weekly follow-up

To do 2

SUPPLIERConfirm Thursday delivery

Review purchase PO-081

AlexThu

WAREHOUSEPrepare receiving location

Bay B-04 · Oak table batch

Jamie

In progress 1

FINANCEReview transport charge

Supplier bill SB-106

Sam2 comments

Complete 1

PRODUCTCheck incoming product records

Packaging details reviewed

Complete

OPERATIONAL DATEThursday · Goods receipt expected

Calendar context

RECORDED ACTIVITYReceiving preparation · 1 h 20 min

Time record

Fictional planning example. Recorded employee time represents activity, not payroll.

Illustrative product view · Example data

Give follow-up an owner

Use assignments and due dates to clarify who moves the task forward.

Plan around the business

Review operational dates and deadlines in the calendar.

Keep working knowledge

Retain notes and recorded time alongside team activity.

The workflow

Built for the way
the work moves.

01
Define the work
Create a task in the appropriate project or list.
02
Assign and schedule
Choose assignees, a due date and related subtasks.
03
Record the progress
Maintain status, comments, notes and relevant time records.

Tasks with enough context to act

Keep the action, person and deadline understandable as work crosses teams.

Projects and task lists
Parent tasks and assignments
Descriptions, files and comments

A view beyond the task list

Bring dates and operational knowledge into the planning conversation.

Operational calendar entries
Notes organized in folders
Employee start, end and task time records

Explore the detail

A dedicated place
for every capability.

See how each part of people and planning works, and where it connects.

Tasks and assignments

Give cross-team follow-up a list, owner and due date.

Explore feature 02

Planning calendar

Review operational dates and deadlines on a shared planning surface.

Explore feature 03

Internal notes

Preserve the knowledge that would otherwise disappear between handoffs.

Explore feature 04

Employee time tracking

Review employee activity through start, end and task records.

Explore feature

Good to know

The practical
questions.

Is the calendar only for manual events?

The calendar is described as an operational dates and deadlines surface and uses a dedicated calendar widget and entry records.

Does time tracking calculate payroll?

The source records employee activity times and tasks. Payroll calculation is not established by this feature.

Can a task have subtasks?

The task form supports a parent task within the selected list and separate assignee selection.

Keep the context connected

The next part
of the picture.

Start with your business

See the whole picture.

Explore the workflows that matter to your team, then take the next step.

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