Work that knows where it belongs.
Most task tools start empty and wait for someone to fill them. CoreX Tasks is different — your work queue is driven by the orders, products, and workflow stages already in your system. The right task surfaces for the right person, with every detail they need to act: product name, size, quantity, customer, and order number — before they open a single other screen.
Canvas Print
2d leftBrushed Steel Frame
4d leftCustom Celebration Cake
1d leftOrder Tasks — Auto-Generated
One per line item
Every order automatically becomes a set of work tasks — one per line item. All fields above are populated from the order before anyone opens the card.
Custom Tasks — Four Types
Any operational work
Create structured tasks for any internal work — with title, description, measurements, file links, assignee, due date, priority, and a built-in comments thread.
Role-Based Assignment
Right person, right task
Workers see only their own tasks. Managers see the full team. When a stage completes, the next person is auto-assigned based on their role.
Work execution tied to your actual business structure
Every feature is grounded in what your operation actually needs — not generic productivity tools adapted after the fact.
Order-Connected Work Cards
When an order enters your system, a task surfaces for every line item — populated with the product, specs, and customer details the job requires. Work appears where it needs to be, without anyone creating it manually.
- One task per order line item, from every processing order
- Product name, size, quantity, notes, and customer pre-populated
- Uploaded customer files and product images shown on the card
- Work surfaces from live order data — no background sync or triggers
- Custom tasks (internal work) created manually by team members
Contextual Task Cards
Every task card shows the job in full — product name, size, quantity, notes, assigned team member, and time logged. Workers have everything they need to act. No hunting through emails, no opening the order separately.
- Confirmed display order: name → size → qty → notes → customer → order
- Assigned team member shown on every card — clear ownership at a glance
- Time log entries tracked per task — workers log hours directly from the card
- Urgency countdown from order creation date (5-day production window)
- Customer file and print file links surfaced on the card when present
Role-Based Task Visibility
Production workers see production work. Managers see the full team view. Task visibility is determined by role — not by which emails were forwarded. Each person's dashboard shows exactly the work they own.
- Workers see only tasks assigned to them — enforced at the database level
- Managers see all tasks with a per-user filter dropdown
- Role visibility controlled by the CoreXBiz RBAC system
- Not a UI preference — a real system boundary
- Role flag: assign_tasks capability = manager view access
Workflow Stage Connection
Products in CoreXBiz carry workflow stage definitions — Prepress, Production, Finishing, or whatever stages your operation uses. Tasks progress through those stages. When one completes, the next responsible person is assigned.
- Tasks show the current stage defined in the product workflow
- Completing a stage advances the task to the next production step
- The role or worker for the next stage is auto-assigned on completion
- When all line items in an order complete, the order closes automatically
- Works with single-stage and multi-stage product workflows
Custom Tasks — A Full Task System
Beyond order-connected tasks, your team can create rich custom tasks for any operational work. Production, Purchase, Maintenance, or General — each with a full form, a comments thread, and a named owner.
- Task type tabs: Production, Purchase, Maintenance, General
- Full form: title, product, description, measurements, file or link
- Customer search, assignee, due date, priority, and status on every task
- Built-in comments thread per task — no separate messaging needed
- Custom tasks appear in the same unified view as order-connected tasks
Progress and Urgency Tracking
A live progress view shows your team's active task count, completed work by day, week, or month, and total order value. Urgency indicators flag work approaching or past its expected timeline.
- Active task count — custom + order-connected, unified view
- Completion percentage and dollar value — remaining vs. completed
- Completed task history: day, week, or month period navigation
- Overdue indicators for tasks past their 5-day production window
- Managers see estimated hours and total order value in flight
Pricing
CoreX Tasks is part of CoreXBiz Core — included with paid CoreXBiz subscriptions. No separate purchase, no add-on pricing.
CoreX Tasks
Operational task execution connected to your orders, products, and workflow stages
- Order-connected task cards — one per line item, from processing orders
- Custom task creation — Production, Purchase, Maintenance, General
- Role-based task visibility — enforced at the database level
- Workflow stage connection — progress tasks through defined stages
- Auto-assignment by role on stage advance
- Task filtering by product, order, stage, customer, and priority
- Manager team overview with per-user filtering
- Task progress, completion tracking, and urgency indicators
- Task notifications (on assignment and overdue) — Planned
- Task history and audit trail UI — Planned
No setup fees · Part of the CoreXBiz platform · Data stays on your server
Need custom configuration or team onboarding?
Workflow stage setup, role configuration, and dedicated onboarding for teams that need to hit the ground running from day one.
Contact UsPlatform Support
CoreX Tasks is built on a platform-agnostic engine. Order-connected tasks work with WooCommerce now. Custom tasks work independently of any platform.
Built for businesses where work has specs, stages, and owners
CoreX Tasks works across any operation where orders translate into real production jobs.
Print Shop
A custom print order arrives. Before anyone sends a message, the production worker responsible for that job type sees a task card on their dashboard. The card shows: product name, size, quantity, any special print notes, customer name, and order number. They know exactly what to produce and who it's for.
Custom Fabricator
A fabrication order is placed for a custom component. The worker assigned to that job type sees a task card with: product name, dimensions from the job description, quantity, handling notes, customer name, and order number. No one walks the floor to explain the job.
Bakery or Specialty Producer
A custom cake order comes in for pickup. The decorator sees a task card showing: product name, size, design notes, quantity, customer name, and order number. The kitchen team works from tasks — not verbal briefings or sticky notes.
Service Company
A service booking is confirmed. The technician assigned to that job type sees a task card with: service name, job description and notes, customer name, and order reference. Each team member starts their day with their own task list — not a shared whiteboard nobody updates.
Signage and Installation
A signage order requires printing, then installation. The task flows through stages — each stage showing the relevant worker their part: print specs first, then installation details for the field team. Work moves stage by stage, with the right person assigned to each.
Assembly or Kitting
Assembly orders drive tasks for floor workers — each card showing the product, quantity, build notes, customer name, and order number. Managers view the full team queue to balance load across workers. Every worker sees their work. Managers see the whole floor.
From order to action — without the manual coordination
Orders connect to your work queue
When an order enters your business, tasks surface for every line item — carrying the product details, specs, and customer context from the order itself. Work appears where it needs to be. No one needs to create tasks manually for incoming production work. Custom tasks — for purchasing, maintenance, or general operations — are created manually by team members.
Tasks reach the right people
Production workers see the tasks assigned to them. Managers see the full team view and can filter by team member. When a workflow stage completes, the next person in the stage sequence is assigned — based on the role defined in your product's workflow setup. No manual handoff. No 'did you see the order?' messages.
Your team acts with full context
Each task card shows product name, size, quantity, notes, customer name, and order number. Workers act from the card. When the job is done, they mark it complete. The next stage activates. When every line item in an order is finished, the order closes. From intake to completion — structured, visible, tracked.
Ready to see how it works for your operation?
Frequently Asked Questions
What's available today, what's being built, and what's on the roadmap — each item clearly labelled: Available now, or Planned.
CoreX Tasks is actively being developed. The answers below reflect what is available now and what is confirmed for future development — based on actual code and confirmed roadmap items. We do not publish delivery dates for unscheduled work. When something is planned, we say Planned.
Give your team work that finds them.
CoreX Tasks connects your orders, your products, and your team structure — so the right work reaches the right hands without manual coordination.
Your data stays on your server. No lock-in. Cancel any plan, any time.