TaakBoard picks up where the sale ends. Every project, manufacturer and ship date from PO to the delivery truck, ready to use on day one, so nothing ships late by surprise.
Built for the companies that make, sell and deliver custom work, and everyone in between
Spreadsheets, inboxes and a whiteboard can track a handful of jobs. Past that, dates drift and nobody notices until the customer calls.
The date in the spreadsheet changes and nobody remembers what was promised when the order was released.
Approvals, freight quotes and change orders sit in someone's inbox, where the rest of the team can't find them.
Answering "where are we?" takes a round of calls to every manufacturer and a meeting to compare notes.
General-purpose tools can be bent into shape. TaakBoard is already the right shape.
Manufacturers, POs, lead times, releases and ship dates are already built in. There are no boards to design or formulas to maintain. Enter your first order and the dashboard starts ranking what needs attention.
When a date moves, the original stays next to it and the slip is flagged. Nothing gets quietly overwritten.
Share a secure, read-only link to any project. Manufacturers see the schedule and status without an account, and you never pay for their seat. Links can expire, and every visit is logged.
PO, release, production and ship. Submittals, drawings and lead times. The words your team and your manufacturers already use, not sprints and story points.
Keep selling in the CRM your team already lives in. When the PO lands, TaakBoard takes it from release to the delivery truck, and the emails that come with it land on the project too.
Everything your team uses day to day, already set up for manufacturer-driven projects.
Drag projects between statuses. Every column shows its count and total value.
Every ship date on a month, week or list calendar, colored by status.
See where projects are shipping, colored by manufacturer.
POs, submittals, drawings and invoices, filed on the project in cloud storage.
Assign, prioritize and date tasks. My Tasks shows what's yours and what's late.
Find any project, task or manufacturer from anywhere in the app.
@mention a teammate on a project. Alerts and emails link straight to what changed.
Control who manages your team, and share projects with manufacturers securely.
Set up the manufacturers you work with, invite your team and install the Outlook add-in.
Enter them in a minute or connect your CRM so won orders come across on their own. TaakBoard projects the ship date as soon as they arrive.
From then on the dashboard, alerts and AI Insights flag anything that slips or stalls.
| Capability | TaakBoard | Spreadsheets & email | Generic task tools |
|---|---|---|---|
| Ready to use on day one, no setup project | Build it yourself | Weeks of setup | |
| Committed ship date kept when the date moves | |||
| Manufacturers view their projects for free | Paid seats or guest limits | ||
| Projects organized by manufacturer, PO and lead time | By hand | Custom fields | |
| Projected ship date from lead time | Formulas | ||
| Save emails and attachments from Outlook to the project | Forward and hope | Some | |
| Comments, @mentions and documents on each project | |||
| AI briefing on what's urgent this week | Some |
Companies that make, sell or deliver custom-manufactured work: custom fabricators, OEMs, systems integrators, manufacturer reps, dealers and distributors, and the project managers who coordinate several manufacturers at once.
It's the date you promised your customer. If it moves, TaakBoard keeps the original alongside the new one, so a slip is visible to the whole team instead of being quietly overwritten.
Yes, and it doesn't cost you a seat. Share a secure, read-only link to the project. Manufacturers don't need a TaakBoard account.
Yes. Keep selling in your CRM and let TaakBoard handle delivery. We connect TaakBoard to Salesforce, Microsoft Dynamics and other leading CRMs so won orders move across without retyping. Tell us what you use.
Yes. The TaakBoard Data API shares projects, ship dates and status with your ERP, accounting or reporting tools, so the rest of the business sees the same dates your project team does.
Yes. From any email in Outlook you can save the message to a project, upload its attachments or create a task. TaakBoard suggests the project from the subject line, and AI can summarize a long thread before you save it.
There's no setup project. Manufacturers, POs, lead times and ship dates are already built in, so you add your manufacturers and team and start entering orders.
It writes a prioritized briefing from your projects: what's urgent, what's at risk, which manufacturers need a nudge and what to do this week.
In secure cloud storage, filed on the project they belong to, so POs, submittals and drawings are always one click from the work.
TaakBoard runs in any modern browser and adapts to smaller screens, with light and dark themes. There's nothing to install.
Send us a note below. We'll show you TaakBoard and talk through getting your team set up.
Tell us a little about your team and we'll set up a walkthrough built around how you work today.
Tell us how to reach you and what you'd like to see.
