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Team Tools

Give every team one operating layer for calendars, tasks, projects, and sales follow-through.

Coordinate recurring work, generated tasks, shared calendars, project updates, and sales process execution from a connected internal workspace.

Team Tools

Shared calendar with month / week context, daily schedule detail, source colors, and completion signals.

Tasks system for individual work, recurring schedules, generated automations, and type management.

Projects with deadlines, updates, files, user ownership, team grouping, and timeline visibility.

Primary tools

4

Calendar, Tasks, Projects, and Sales Process work together as one productivity layer.

Recurring cadences

5

Daily, Weekly, Monthly, Quarterly, and Annual recurring task support.

Project signals

3

Active project count, upcoming deadlines, and recent updates surface instantly.

Execution layer

This is where operational intent becomes daily work.

The platform does not stop at storing data. It turns sales, service, maintenance, and reporting requirements into concrete tasks, deadlines, and updates that live on users’ calendars and team boards. That closes the loop between planning and execution.

Platform fit

The team productivity layer connects the rest of BillboardIQ. Tasks can be created manually, generated from other modules, or scheduled as recurring work. Projects carry updates, deadlines, files, and timelines. Calendar becomes the daily execution hub. Sales process turns campaign work into accountable action.

Capabilities

Built around the operational detail your team actually manages.

01

Shared calendar as the daily hub

Calendar combines tasks, projects, manifests, and other generated items with user filters, completion indicators, and source-aware visibility.

02

Practical task automation

Rules can generate tasks from actions in other modules with date offsets, time offsets, required attachment rules, and source-specific types.

03

Projects with real update history

Project timelines include updates, deadlines, files, links, and status changes, all grouped by owner or team for quick scanning.

04

Sales process accountability

Every sales item can spawn the right operational steps, from artwork acquisition through PoP collection, without relying on memory or ad hoc reminders.

Workflow

One system from intake to execution.

Each page is designed to reduce handoffs and remove the need to restate the same information across disconnected tools.

Step 01

Create or generate work

Add tasks and projects directly, schedule recurring work, or let sales and maintenance workflows generate the next required actions.

Step 02

Coordinate by person or team

Assign work to individuals or teams, surface it on the shared calendar, and organize projects into user cards with recent updates and deadlines.

Step 03

Close the loop

Mark work complete, attach files, capture updates, and keep the associated sales, project, or service record synchronized.

Outcomes

Marketable value the buyer can understand quickly.

Teams stop duplicating reminders across inboxes and side tools.

Recurring operational work gets scheduled before it becomes overdue.

Calendar becomes an execution surface, not just a passive reference.