Platform / Task Management
Operational work, tracked in one place
From personal follow-ups to department-wide approval processes, AERODX Task Management keeps assignment, deadlines and status visible across commercial, service and operations teams.
Work that spans teams needs a shared view
Content updates, refund approvals, service follow-ups and operational checklists rarely belong to a single person. AERODX Task Management gives individuals, teams and departments a shared way to track work — connected to the CRM, service and marketing records the tasks actually relate to.
Capabilities
Built for real operational workflows
Personal & team tasks
Individual follow-ups and shared team tasks, visible at the right level for each user.
Department workflows
Structured workflows for department-specific processes, from content approval to refund handling.
Assignment
Tasks assigned to individuals or teams, with clear ownership and handover history.
Deadlines & reminders
Due dates and reminders keep time-sensitive work from slipping through the cracks.
Status tracking
Clear status stages so managers can see what's in progress, blocked or complete.
Recurring workflows
Repeating tasks and checklists for regular operational and reporting processes.
Approval processes
Multi-step approvals for actions such as refunds, content publishing or policy exceptions.
Activity logs
A record of task activity and changes, supporting operational visibility and accountability.
Access & Visibility
Role-based access, department by department
Task Management respects the same role-based access model used across AERODX. Department leads see workflows relevant to their team; senior management gains cross-department visibility into operational throughput without needing access to every individual record.
- Role-based visibility for individuals, teams and departments
- Cross-department reporting for management
- Tasks linked directly to CRM, service and marketing records
- Configurable workflow stages per department