One place to plan, track and get work done
Manage projects, tasks and calendars in connected workspaces that keep your team aligned, organised and always on schedule.
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Workspaces That Keep Teams Aligned
Think of Workspaces as dedicated spaces for your departments, projects or client work. Each workspace keeps everything organised — tasks, documents, timelines and conversations — so your team always knows what is happening and what needs attention.
How this benefits you:
- Clear ownership: Separate work by department or project without confusion.
- Better visibility: See progress, responsibilities and deadlines at a glance.
- Stronger accountability: Escalations and notifications ensure nothing gets overlooked.
Pipelines & Project Management Made Simple
Create multiple pipelines or projects in each workspace and manage them your way — list view, Kanban boards or card views. Drag-and-drop tasks, add subtasks, checklists, tags, comments and documents, view timelines, and automatically notify supervisors if tasks are delayed.
How this benefits you:
- Work the way your team prefers: Switch between views without losing context.
- Stay on schedule: Deadlines, timelines and escalation rules keep projects moving.
- Everything in one place: Tasks, documents, updates and history — no tool hopping.
Tasks, To-Dos & Calendars That Work Together
Create to-do lists, assign tasks to colleagues, and get real-time notifications via the dashboard or email. Share calendars across teams, check availability for meetings, and connect seamlessly with Google Calendar and Outlook.
How this benefits you:
- Fewer missed tasks: Automatic notifications keep everyone accountable.
- Easier collaboration: See who is available and schedule meetings faster.
- One connected schedule: All tasks and meetings in one unified view.
All Your Business Emails. One Shared Inbox.
Connect your Google or Outlook accounts and manage every conversation from a unified inbox inside your workspace — without switching tools or losing context. Every email is automatically organised within the relevant client record, making it easy to track conversations, assign follow-ups and turn emails into tasks with clear due dates.
How this benefits you:
- No lost conversations: All emails stay linked to the right client.
- Better teamwork: Share inbox access and assign follow-ups effortlessly.
- Stronger accountability: Emails become tasks, tracked through workspaces and pipelines.
Jobs Arrive by Email? They Assign Themselves.
When a job request lands in your inbox, OneCosec reads it automatically and assigns it to the most relevant staff member — matched by ability, or distributed round-robin across the team. The manager is notified the moment every new job arrives, so nothing waits unnoticed in an inbox.
How this benefits you:
- Instant triage: The system reads incoming job emails and creates the work item for you.
- Smart assignment: Routed by skill and ability, or round-robin for even distribution.
- Manager visibility: Notifications on every new job that comes in by email.
Email Auto-Assist & Smart Automations
Set rules to automatically assign incoming emails to the right staff member, trigger follow-ups, and keep conversations moving — while you send and receive email just like you normally would. Use AI to draft replies and file attachments by contact in OneCosec Drive.
How this benefits you:
- Faster response times: Emails are routed instantly to the right person.
- Less manual sorting: Automation handles assignments and follow-ups for you.
- More consistent service: No email sits unread or forgotten.