Task, Project and Document Management: your team's work on one board, your organisation's knowledge in one library

Your ERP holds invoices, stock and accounts, but it does not hold your team's daily work, the progress of your projects, your corporate documents or the improvement ideas coming from your people. The Intranet Portal closes this gap: Kanban task boards, a folder-based document library and an ideas/suggestions pool, all in one portal, on a monthly subscription. Without paying separately for Trello, SharePoint and a suggestion box.

ERP gap

Why doesn't the ERP solve this?

Team task boards (the Trello/Jira domain), searchable corporate document management (the DMS/SharePoint domain) and an employee suggestion pool are productivity areas the ERP simply never touches. Logo, Mikro, SAP or Netsis cannot track who a task is assigned to, what stage a project has reached, which document is the latest version, or an improvement idea coming in from the field. To cover this you either take out separate Trello + SharePoint + survey subscriptions (three separate invoices, three separate interfaces, disconnected data), or you try to customise the ERP, which means forcing a system never designed for the job at an unbearable cost. The Intranet Portal delivers all of it on top of your ERP, with a single subscription and fully integrated with your staff data.

Key Capabilities

Kanban task boards

Tasks are moved between status columns by drag-and-drop (New, On Hold, In Progress, Done). Each task carries a priority (High/Medium/Low), a due date and a description; the ordering is retained persistently on the board.

Project-based grouping and version tracking

Tasks are linked to projects; the count of active and completed tasks is shown live for each project. Version records can be added to projects so that progress milestones are tracked.

Multi-assignee allocation and email notification

Several people can be assigned to a single task; the moment of assignment is logged. Every newly assigned user receives an automatic email notification (TodoAssignedNotification), so nobody misses their work.

File attachments on tasks

Files can be attached to any task, then downloaded and deleted. The context of the work (brief, contract, screenshot) stays inside the task itself, putting an end to searching through emails for files.

Folder-based file manager

A nested folder hierarchy (parent/child), moving of folders and files, and automatic calculation of the file count and total size. All of your organisation's documents live in one tidy tree.

Categorised document library and search

Files are automatically classified by type (Document, Media, Other); PDF, Word, Excel and PPT are recognised. Search by name and content, favourite tagging, download counts and last-access tracking.

Public/private sharing control

Every file and folder can be marked public or private. Openly shared corporate documents and personal files sit within a single system, cleanly separated by the correct permissions.

Ideas and suggestions pool

Employees raise an improvement idea; it is linked to a category and a department, and can be submitted anonymously if preferred. The team votes with upvotes/downvotes and adds comments, making bottom-up improvement visible.

Idea assessment with impact/effort scoring

A manager advances the idea through a state machine (New to Under Review to Approved to Implemented / Rejected) and assigns an impact and effort level. Which suggestion went live and when it was implemented is all on record.

How It Works

01

Set up the project and board

The work is linked to a project and the Kanban columns are defined. Tasks are created with a priority, a due date and a description.

02

Assign and notify

One or more people are assigned to the task and the relevant files are attached. Everyone assigned receives an automatic email notification.

03

Progress across the board

The task is moved from status to status by drag-and-drop. Active/completed counts per project and version progress are visible live.

04

Capture knowledge in the library

The documents produced are saved into the folder tree, categorised, and opened up to the whole organisation with search and public/private permissions.

05

Feed improvements back in

An employee raises an idea in the suggestions pool; the team votes, management scores impact/effort, and closes implemented ideas through the state machine.

How It Connects to Your ERP

This module is a pure intranet/productivity layer; it does not depend on the ERP to function. On the ERP side there is no equivalent of a task board, a DMS or a suggestion pool in the first place. Even so, the module does not work in isolation: it draws its user, department and organisation master data from the portal's shared layer (and therefore from the ERP/HR mirror) and interlocks with the other portal modules.

Staff and department master data

The people to whom tasks are assigned, the departments that ideas are linked to and the permissions all draw on the single staff list coming from the portal's HR/ERP mirror. You keep no separate user directory.

Shared permission layer with the approval engine

Document public/private sharing and idea status transitions use the portal's role-based (RBAC) permission layer; this same authorisation is consistent with the approval, expense and other modules.

A document store serving the other modules

The folder-based file manager forms the portal's general document infrastructure; corporate documents such as contracts, procedures and handbooks are managed from one place and referenced by the relevant processes.

Related Modules

Frequently Asked Questions

No. Kanban task/project boards, the folder-based document library and the suggestions pool are all inside the portal; everything is included in a single monthly subscription. Instead of three separate tools, three separate invoices and three disconnected user lists, you use one system integrated with your own staff data.
Yes. Several people can be assigned to a single task and the moment of assignment is logged. Every newly assigned user receives an automatic email notification; in addition, the priority and due date make the urgency of the task clear on the board.
Files are stored in a nested folder tree, automatically classified by type (Document, Media, Other) and searchable by name. There is favourite tagging, download counts and last-access tracking. Folder size and file count are calculated automatically.
Yes. Every file and folder can be marked public or private. Openly shared corporate documents and person- or role-specific files are separated within the same system through the portal's role-based permission layer.
An employee raises an idea in the suggestions pool, links it to a category and a department, and can submit it anonymously if they wish. The team votes and comments on ideas; management assigns an impact/effort score and advances them through the state machine (Under Review, Approved, Implemented, Rejected). This way bottom-up improvement is never lost, but tracked.

See Task, Project & Document Management in a live demo

Tell us your ERP and your process. We’ll show how this module works and scope it into your subscription — no man-day, licence or setup fee.

Book a Demo →