All your tasks, in one list.

Tasks from your deals, meetings, tickets and boards come together with the ones you add yourself, sorted into today, upcoming, later and done. Every task shows where it came from, so nothing needs a second list.

Needs youFour things, from four departmentsTwo are todayOpen
PeopleLeave, 3 daysyour report
FinancePast 30 daysone invoice
DocumentsYour signaturea fit-out contract
ExpensesAED 620waiting on you
A queue, not a chart deck.
The first screenFour departments, one queue, all of it waiting on you

A leave request, an overdue invoice, a contract needing a signature and an expense claim. Four systems everywhere else. One list here, because they are four rows in one database.

What you see

Today, upcoming, later and done.

Type a task at the top and the date in your sentence files it under the right day. Every task names the deal, meeting or board it came from.

NearSyncWorkspacePlanSearch, plan and askKAll hubs
Add a task. Type a date in it and it lands in the right bucket.
Send the revised schedule of ratesCedar Build, deal
Reply to the fit-out querySupport ticket 811Overdue
Approve the launch copyMarketing, content board

Every row names where it came from. Six of these were created by somebody else in a department you may not work in, and none of them was retyped to get here.

One list that really is complete.

Every source

Tasks from everywhere end up here.

Because your deals, meetings and projects all run in NearSync, the tasks they create appear in this list by themselves, right next to the ones you type.

  • See tasks from deals, meetings, tickets and boards in one list
  • Every task shows which deal or meeting it came from
  • Add a task by typing it; a date in the sentence sets the due date
  • Reassign or reschedule without leaving the list
  • Nothing slips through, because there is no second list to check
PlanOne table
From a dealSame row type
From a meetingSame row type
Typed hereSame row type
Second listNone
Each row says
Where it came fromOn the row
Retyped to get hereNever
crm_tasksone table, since the merge
Four buckets

Plan your day by when things are due.

Your list is sorted by date: today, upcoming, later and done. Team boards keep their kanban view for pipeline work; this list is for running your own day.

  • Start with today, then look ahead to upcoming and later
  • Finished tasks stay visible under done
  • Quick-add files a new task under the right day
  • Pipeline work stays on its board, where columns make sense
  • Plan your day right next to your calendar
BucketsFour
TodayWhat is due
UpcomingDated ahead
LaterNo date pressure
DoneKept, not hidden
Quick add
Type a date in itLands in the bucket
Choosing oneNot needed
The kanban still existson the boards that are read across
Auto-schedule

Drop today's tasks into the gaps between your meetings.

Press Auto-schedule today and NearSync takes your working hours, removes every meeting already booked, and fills what is left with your open tasks, most urgent first. You see the whole proposed day and say yes before anything is saved. No AI is involved: it is your calendar and a set of plain rules.

How it fills the day
Starts fromYour working hours
Leaves outEvery booked meeting
Fills inUrgent tasks first
Anything that will not fit is left alone and told to you
One sentence

Type several things at once and get them back as separate items.

Write call Ali at five, then record the thirty minute recap after it, and you get two items in the right order with the times filled in. The plan appears first as a preview you can edit, and nothing exists until you confirm it. Guests are matched against your real staff and contacts, so an invitation cannot go to an address that was never there.

One line in
Two things outIn the right order
TimesWorked out for you
GuestsOnly real people
A simple line is read by plain rules. Only a crowded one goes to AI
Inside a task

Break a task into steps and tick them off as you go.

Add the steps a task really takes and the list tells you three of five are done without you opening it. Comments and files stay with the task. From the same panel you can book a meeting about it or start a chat about it in a room, and both point back at the task.

On one task
StepsTicked off in place
Comments and filesKept with it
From hereMeet or chat about it
Tick the last step and the task itself finishes with it

Access

Who can do what.

Your plan is private. Managers follow their team through the team boards, never through anyone's personal list.

See

Your own tasks, from every department.

Do

Add, complete, reschedule and reassign tasks.

Manage

Assign work to your team from their board.

Admin

Choose which boards are allowed to create tasks.

See Workspace on your own data.

Half an hour on a workspace filled with your own records, so the cockpit has something to read.