UpMatrix
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Process & Tasks

Coordinate everyday work across your team.

Every request gets an owner, a next step, and a visible status - from the shop floor to the owner's desk.

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Meta Business Partner
Process & TasksTask assignment · WhatsApp
Start a task in WhatsApp
Illustrative workflow · Example details

What Process & Tasks runs

  • Boards and card types for how your team actually works

    Store requests, approvals, complaints and maintenance jobs each get their own card type and their own board, so a purchase approval does not sit in the same queue as a broken shutter.

  • Clear assignee, deadline, and next action

    Every card carries one owner, one due date and the next step in plain words. When it moves to another department the owner changes with it.

  • Customer renewals and subscription management

    Keep every renewal date, subscription status and responsible owner visible. UpMatrix reminds the team before a customer is due, so renewals do not depend on someone remembering.

  • Task reports the owner can read without chasing

    Pending, overdue and finished work for each store or department, ready in the morning, so the round of calls is not how you find out.

Used by: optical retail, manufacturing, distribution, multi-location shops.

Where it runs today

R Kumar

Optical retail · Internal task management

Customer story

The result with UpMatrix

90%

of tasks completed on time

Before UpMatrix

  • Store-to-store requests lived in WhatsApp groups and phone calls
  • Messages overlooked, responsibilities unclear
  • No deadline or follow-up, so requests were delayed

With UpMatrix

  • Every request starts on WhatsApp with an assignee, deadline, instructions and a photo when needed
  • UpMatrix follows up with the owner and confirms completion to the requester
  • Managers see overdue tasks without asking

Product ecosystem

Part of the UpMatrix ecosystem

Same WhatsApp core, same way of working. Start where the work is stuck today.

01 Process & Tasks Store requests, approvals and follow-ups with an owner, a deadline and a reminder. 02 CRM & Marketing Leads, follow-ups and campaigns from one shared WhatsApp inbox. 03 POS & Inventory Billing, stock and day-end for counters and field orders. 04 Bookings Appointments, staff availability and WhatsApp reminders for clinics, salons and consultants. 05 Recruitment Candidates, interviews and client updates for staffing teams. 06 Events Registrations, tickets and attendee updates for associations and expos.

Priced for your business. See how app pricing works.

Your next step

Ready to give your business a clear process?

Tell us how work runs today. Let’s discuss what needs a process.

Discuss My Process