OmniSmart
Module · Projects & Processes

On-time client delivery.

Give visibility to deliveries, responsible parties, and dependencies so each project moves forward without endless meetings.

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check_circleGuided implementation check_circleOpen API
omnismart.app/projects
view_kanban assignment schedule checklist groups
Implementation — Vega Client
Go-live 07/30
To do · 2
Gather extensions
ConfigRC
Approve contract
LegalAM
Doing · 1
Activate number porting
NetworkTP
Done · 2
✓ Kickoff
OKRC
✓ Data collection
OKAM
assignment
New task
assigned to you
check_circle
87% on time
monthly deliveries
account_treeKanban assignmentTasks scheduleDeadlines hubDependencies check_circleChecklists groupsClient portal account_treeKanban assignmentTasks scheduleDeadlines hubDependencies check_circleChecklists groupsClient portal
Projects and processes

Take operations out of spreadsheets and put work into flow

warning The pain it solves

When tasks live in spreadsheets and messages, deadlines slip, responsibilities get confused, and the client only finds out about the delay when it's too late.

At OmniSmart, each project brings together scope, tasks, files, responsible parties, and milestones in a single execution line. The team starts with the right template, assigns activities, and records decisions within the delivery context.

Dependencies, approvals, and deadlines appear for those who need to act. Automatic updates notify the next responsible person, and the dashboard shows what's stalled, what's due today, and which step threatens the outcome.

With delivery connected to CRM and customer service, the history no longer depends on one person's memory. The client gains predictability, and management can compare effort, deadline, and capacity before accepting a new project.

Features

How OmniSmart organizes projects & processes

Built for implementations and projects with many tasks and responsible parties.

account_tree

Kanban boards

Visual flow by stage, from start to final delivery.

assignment

Responsible parties and deadlines

Each task with owner, date, and clear priority.

hub

Dependencies

Blockers and execution order mapped automatically.

87%On time
Tasks by status
Completed64%
In progress26%
Overdue10%
groups

Client portal

Client tracks progress without calling to follow up.

In operation

What changes in your delivery

87%
on-time deliveries
30%
less rework
24
projects per view
3x
more visibility
How it works

From closing to delivery

1

Plan

Create the project with stages, tasks, and responsible parties.

2

Executes

Team moves cards and checks checklists on the Kanban.

3

Track

Deadlines and dependencies notify what's blocking.

4

Delivery

Close with records and visibility for the client.

On screen

One view, all projects

Supervise deadlines, workloads, and bottlenecks without opening ten spreadsheets.

check_circleKanban by project and by team
check_circleChecklists and dependencies
check_circleClient tracking portal
Schedule a demo arrow_forward
Dashboard · Projects
insights view_kanban groups settings
Projects today
Updated now
OS
24
active
156
tasks
87%
on time
12
delivered
Tasks per day+18%
Assignees
AF
42
EP
35
RC
28
ML
19
Frequently asked questions

Still have questions?

Yes. You can create templates for deployments, onboarding, campaigns, portability, and other repeated routines.
Tasks can require prior completion or approval before releasing the next step.
You decide which milestones and updates are visible in each project or communication.
Yes. Comments, assignees, deadlines, and changes are recorded for reference.
Contact us

See projects & processes in action

Leave your details and a consultant will schedule a live demo of the Projects & Processes module.

call 0800 890 6000Sales · toll-free call mail contato@omnismart.com.brOmniSmart commercial team

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