Work
From conversation to done, in one list
Projects, tasks and workflows for any kind of work. Work that comes out of a conversation stays linked to it, so nobody has to hunt for where it came from.
Projects
Every project with its own steps
Tasks, cases or deals. You decide per project which steps the work goes through and who picks up what.
- Your own steps per project
- Assignment, deadlines and priority
- A permanent link to every work item
From the conversation
Work that knows where it came from
Turn an email, a message or a phone call into a work item. The conversation stays attached, so the engineer sees exactly what the customer said.
- Create a work item from any conversation
- The conversation stays linked
- The whole history on the work item
With Planning and Time
From task to roster and hours
Put work into the plan where there's room, and log your time on the work item itself. Using just Work is fine too.
- See who has room this week
- Log time on a work item or project
- Switch on Planning and Time whenever you like
Works with
Work belongs with the customer, the conversation and the plan
Work works with the same information as the other apps you switch on. Without them, it is simply a project list that works well.
Mervyn AI in Work
Moving the work forward, not just tracking it
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Work item from a conversation
A suggested title, customer and steps, based on what the customer wrote.
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Where things stand
Per project what is moving, what is stuck and what needs attention.
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Playbooks
Write down how a job runs, and let people and AI follow the same steps.
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Agents
An agent that picks up recurring work, like scheduling a service round, for review.
Switch on Work, with or without the rest
Just projects and tasks is a fine start. Switch on the other apps when you're ready.