Tasks and workflows.
Make progress repeatable.

02 / 01

A personal view of all your work.

My Tasks brings together the work assigned to each employee, with categories that make it easier to find the next action.

• See employee tasks, workflow steps, project tasks, new CRM leads, customer follow-ups, appointments, approvals, reassignment reviews, shared requests, and personal agent work.
• Browse categories for new leads, follow-ups, appointments, approvals, requests, general tasks, and agent work.
• Send a task to a coworker in another department with a responsible owner, description, category, and due date.
• Complete assigned work with a completion note and retain it in history. A CRM follow-up can connect a task, calendar entry, and reminder, with completion updating the linked records.

02 / 02

Build a process your team can reuse.

Start from a department template, create ordered steps, or paste a checklist to turn a process into assigned work.

• Name and describe the workflow, choose its department, assign employees, and set deadlines.
• Add approval steps, conditions, request fields, and approved procedures or knowledge.
• Save drafts, duplicate workflows, search and filter your library, and track progress, completion notes, and exceptions.
• Start eligible personal workflows or request manager activation for team workflows. Personal and team activation permissions differ.
• Editing preserves previous run history and may require renewed activation. Recurring execution requires the background worker to be configured and running.

02 / 03

Build a workflow that follows the work.

The advanced workflow studio supports processes that need different paths, deliberate pauses, and the right employee approval.

• Create employee task and approval steps, then branch into different paths based on entered information.
• Wait until a specified date, for a recorded customer reply, for payment of a selected invoice, or for an existing reviewed agent plan to finish.
• Preview the selected path and employee assignments before starting. Each run preserves the exact workflow version and inputs that were approved.
• Track progress, blocked steps, and execution history. Cancel with a recorded reason or recover eligible blocked work without duplicating completed tasks.
• Assigned approvers control approval steps. Automatic progression requires the background automation service to be configured and running.

02 / 04

A starting point for each department.

Guided preparation helps teams turn supplied context into a useful checklist or a plan for review.

• Sales and customer success: prepare follow-ups from customer history, onboarding checklists, and support summaries from supplied context.
• Operations: turn meeting notes into assigned next steps, organize requests and handoffs, and compare supplier information.
• Finance and people teams: compare entered invoice and reference totals, prepare collection follow-ups, and organize employee onboarding tasks.
• Marketing and leadership: prepare campaign work, review tasks, management questions, and exceptions needing a decision.
• Guided checklists can be prepared without an AI connection. Connected AI uses selected, permitted context for supported actions.

02 / 05

Keep the whole job connected.

Projects, shared requests, and intake forms connect incoming work to people and customer context.

• Create projects and jobs with owners, due dates, tasks, approvals, CRM links, documents, and project appointments. Track active, on-hold, or completed status.
• Triage the shared request inbox, assign an owner, and track open, waiting, and resolved requests.
• Publish custom request-form links and route submitted customer or employee requests into the company's shared workspace.
• The shared inbox coordinates requests; it is not a complete replacement for every email or messaging system.

02 / 06

Know your capacity. Understand delivery costs.

Employee capacity, time tracking, and project costs help you plan work around the people available and understand the cost of delivering it.

• Set weekly employee capacity, days off, and task estimates. Review workloads and reassign eligible tasks with confirmation.
• Record employee time against projects. Set employee cost rates with historical snapshots to preserve the rates used in cost records.
• Record project budgets, estimated revenue, and expenses. Compare recorded costs with revenue to estimate project margins.
• Missing costs remain unknown, and different currencies are kept separate.
• These tools support operational planning. They do not replace accounting or payroll software.

02 / 07

A checklist is a starting point.

Revonaro supports preparation, coordination, and approved execution through supported tools.

• Assigning a checklist does not mean an invoice has been paid, a customer has completed onboarding, or an employee account has been provisioned.
• Connected AI and external actions need approved accounts, permissions, configuration, and live validation. Review recorded outcomes to understand what actually completed.

A PRACTICAL STARTING POINT

Customer onboarding

Plan the handoff from an accepted quote to delivery. Use a clear owner, a short checklist and a review before the next team begins.