Integrated Task System for Freight Teams

OFreight's integrated task system wraps around the way you work, with quick access to today's tasks always available no matter the page you are on and the ability to create tasks from wherever you are.

  • Assign multiple users tasks - keep operators, docs teams, and sales all on the same page for every job.

  • Smart operation tasks - automatically create tasks based on your operation flow, from booking to final delivery.

  • Smart CRM tasks - auto-create follow-ups and reminders based on CRM activity so commercial work never falls through the cracks.

  • Notifications keep parties aware when tasks are issued, due, and completed - giving full visibility across the team.

OFreight integrated task system interface

Smart modules around the way you work

Tasks in OFreight are built to mirror your real-world flows - operations, CRM, and finance - instead of forcing you into a generic to-do list.

Assign multiple users tasks

Tag multiple users or roles on a single task so handovers, escalations, and cross-team work are clearly owned.

Smart operation tasks

Trigger tasks automatically off key operation milestones - booking confirmation, container arrival, customs clearance, POD, and more.

Smart CRM tasks

Convert CRM activity into smart tasks for sales and account management - follow ups, renewals, and opportunity nudges.

Always-on notifications

Real-time notifications keep stakeholders updated when tasks are created, reassigned, or completed, so nothing sits idle.

Today's tasks, always within reach

Your task rail follows you across OFreight. Whether you're in jobs, quotes, CRM, or reports, you can see what's due today and create new tasks without losing context.

Create tasks from anywhere
Open the task panel from any screen - link tasks to shipments, files, customers, or opportunities in a couple of clicks.
One view for what matters now
Focus views for 'Today', 'Overdue', and 'Assigned to me' help each user know exactly what to do next.
Today's TasksAlways visible
  • Operation: release BL & send arrival notice

    Auto-created from operation milestone

    Ops flow
  • Follow up: rate request for ABC Trading

    Smart CRM task from new quote activity

    CRM
  • Assign docs check to operations & finance

    Multi-user task with notifications on completion

    Multi-user