Optiwise Task Management

Track Work, Teams &
Operations
In One Unified Workspace.

Manage production follow-ups, CRM pipelines, approvals, QC workflows, and operational tasks - with flexible views, automations, and real-time collaboration across your factory.

Get Started Free See Task Workspace

Multiple workflow viewsBuilt-in automationsManufacturing-first collaboration

Automation triggered

When QC fails - notify Plant Head

Operations / Production Follow-ups

Search tasks

TableBoardTimelineCalendarDashboard

Filter - 3Group by StatusSort: PriorityNew task

TaskStatusOwnerDuePriority

WO-2031 follow-up with subcontractorIn ProgressRKRohit K.TodayHigh

Approval: Rs 4.2L tooling PO for Bay-3In ReviewPSPriya S.OverdueHigh

QC re-inspect batch B-1182 housingQC HoldAMAnjali M.TomorrowMed

Vendor RFQ - gasket Rev-CDoneDMDeepak M.10 AprMed

Daily shift handover - Bay-2 EvePendingSKSneha K.5:30 PMLow

Board - This Week12

Indent - MS Round Bar 32mm

In Progress

CRM follow-up - Maruti Wirings

VSRK

Review

How It Works

From Task Creation to Execution. Fully Connected.

Optiwise Task Management helps factory teams organize operational workflows, automate repetitive actions, and track execution across departments.

Create Operational Workspaces

Build workflows for sales, production, QC, purchase, inventory, or any custom operation.

Organize with Flexible Views

Switch instantly between Table, Board, Timeline, Calendar, Dashboard and Gallery views.

Automate Repetitive Work

Trigger actions on status changes, deadlines, approvals - no code required.

Collaborate & Execute

Track ownership, blockers, priorities and execution progress across teams in real time.

Multi-view Operational Workspace

One Database. Multiple Ways to Work.

Visualize operational workflows the way your team actually works - from CRM to QC, on the shopfloor or in the cabin.

Purchase Tracking - Table

32 rows - 4 filters

ItemVendorStatusETA

MS Plate 6mmSundar SteelDispatched12 Apr

Bearing 6204-2RSSKF IndiaPO Sent15 Apr

Solenoid Valve 1/2FestoQuoting22 Apr

EPDM Gasket Rev-CRNB PolymersReceived9 Apr

HSS End Mill 8mmAddisonDelayed18 Apr

Table View

Manage Structured Operational Data.

Track structured workflows like a power-user spreadsheet - with custom properties, inline editing, filters, sorting and bulk actions tuned for factory teams.

+Custom properties - status, owner, vendor, SKU, batch, plant
+Bulk update status, assignee, due date on selected rows
+Perfect for CRM, purchase, QC and inventory coordination

Production Pipeline - Board

4 stages

Pending

WO-2105 - Pump body

RKHigh

WO-2106 - Bracket

DMMed

In Progress

WO-2099 - Housing M-3

RKHigh

WO-2101 - Shaft assy

DMMed

WO-2103 - Cover plate

PSMed

Review

WO-2092 - Flange

RKHigh

WO-2095 - Manifold

DMMed

Done

WO-2088 - Base plate

RKDone

WO-2086 - Hub

DMDone

Board & Kanban Views

Move Work Through Stages Visually.

Track production pipelines, approvals, sales follow-ups and vendor coordination on visual boards. Drag cards across stages - Pending, In Progress, Review, Completed.

+Drag-and-drop between status columns
+WIP limits per column to enforce flow discipline
+Group by team, plant, line, customer or vendor

Order Fulfillment - Timeline

Apr - Wk 15

WorkstreamMonTueWedThuFriSatSun

Maruti - SO-4421

Casting

Tata - SO-4418

Machining

Bajaj - SO-4430

Assembly

Mahindra - SO-4425

QC + Pack

Ashok - SO-4432

Dispatch

Timeline & Calendar Views

See Deadlines and Dependencies Across the Plant.

Plan production runs, shipment timelines and delivery windows on a Gantt-style timeline. Spot conflicts before they hit the shopfloor.

+Day / week / month scales with dependency links
+Calendar view for shift planning, audits, deliveries
+Drag to reschedule - owners get notified instantly

Operations - Dashboard

This week

412

Tasks closed

+ 18% wow

Overdue

+ 4 vs last

94%

On-time SLA

+ 2 pts

Throughput by day

Status mix

Dashboard & Analytics Views

Roll Up Every Workspace Into Live KPIs.

Turn operational databases into dashboards - completion rates, team productivity, overdue items and status mix. No BI tool required.

+KPI widgets, status donuts, trend bars, leaderboards
+Drill from a chart into the exact tasks behind it
+Share read-only dashboards with leadership and clients

No-Code Automations

Automate Repetitive Operational Work.

Reduce manual coordination with workflow automations built directly into every operational database. Triggers, conditions, actions - all visual, no code.

When QC fails - escalate & reassign

Active

Run automation+ Add stepSchedule

Trigger

When QC Status changes to Failed

Condition

Only if Severity is Critical and Plant = Pune-1

Action

Set Owner = Plant Head, create CAPA task, notify #qc-alerts

Trigger-based

Row created, status changed, property updated, deadline reached or task completed.

Conditional logic

Run only when specific workflow conditions are met by plant, team, priority or value.

Action engine

Update statuses, assign owners, route approvals, send reminders or progress the workflow.

Manual & scheduled

Run on demand, every shift, weekly, monthly - or chain recurring workflows automatically.

Hours of coordination saved every shift

Average plant runs 40+ automations across procurement, production and QC.

Manufacturing Use Cases

Built for Operational Teams.

Six pre-built workspaces ship on day one. Clone, customize, and roll out across plants in minutes.

Production Coordination

Track work-order progress, shopfloor blockers, subcontractor follow-ups and shift-wise output.

Work ordersBlockersShifts

CRM & Sales Follow-ups

Inquiries, quotations, follow-ups, payment chases and customer pipelines - all in one operational view.

LeadsQuotesPipeline

Purchase Coordination

RFQs, vendor follow-ups, GRN approvals and delivery tracking - without bouncing between WhatsApp and Excel.

RFQApprovalsGRN

Quality Control Workflows

Inspection tasks, deviation logs, CAPA assignments and QC sign-offs - fully traceable and auditable.

InspectionCAPASign-off

Inventory Operations

Cycle counts, replenishment runs, warehouse tasks and discrepancy follow-ups across stores and bins.

Stock auditReplenishBin tasks

Internal Approvals

Multi-step approvals for POs, capex, leave, MOC and engineering changes - with full audit trail.

PO sign-offCapexMOC

Cross-functional Collaboration

Collaborate Across Departments.

Keep production, purchase, inventory, QC and sales teams aligned from one operational workspace - with shared context, not scattered chats.

Optiwise Tasks

Shared Operational Context

Production

RKDMSK

14 open - 2 blocked

Purchase

PSVS

9 open - 1 overdue

Quality

AMRK

6 open - 3 hold

Inventory

DMSK

7 open

Sales / CRM

SKPSVS

22 open

Plant Head

5 to review

Assign Owners & Teams

Single owner accountability with backup teams visible to all stakeholders.

Priorities & Deadlines

High/Med/Low priorities, SLAs and visual deadline countdowns on every task.

Real-Time Status

Live status updates, presence indicators and instant change feeds.

Shared Operational Context

Linked rows across workspaces - one source of truth across functions.

Department Workspaces

Per-team views with permissions, but a unified plant-level rollup.

Centralized Tracking

Plant-head dashboards aggregate execution health across every department.

Why Optiwise Task Management

Why Manufacturing Teams Choose Optiwise.

Replace scattered spreadsheets, WhatsApp groups and email chains with one operational system that holds the whole plant accountable.

Replace scattered spreadsheets

Kill the WhatsApp and Excel sprawl. One workspace per operational function - versioned and audited.

Centralize operational execution

From RFQ to dispatch, every task lives where its workflow lives - no parallel trackers.

Improve accountability

Every task has an owner, a due date and a status. No handoff ambiguity.

Reduce manual coordination

Cut WhatsApp pings, follow-up calls and status meetings - automations do it for you.

Automate routine workflows

Approval routing, reminders, status progression and notifications - handled in seconds.

Track execution in real time

Live status, presence and progress - plant heads see what is moving and what is stuck.

AI-Assisted Operations

AI Agents That Understand Operational Workflows.

Optiwise AI Agents work alongside your task databases - surfacing blockers, follow-ups, delays and operational priorities before they hit your inbox.

Virat AI - Workflow Orchestrator

Watching 6 workspaces - 312 open tasks

Live

What is blocking dispatch this week?

Three workflows are at risk for the Apr-15 dispatch window. Each has an owner and an action ready to run.

QC hold - Batch B-1182 housing

Anjali - 2d overdue

PO Rs 4.2L tooling - awaiting approval

Priya - 1d overdue

Vendor RNB - gasket Rev-C delay

Deepak - 3 follow-ups

Want me to send reminders, escalate the QC hold, and prep a revised dispatch plan?

Detect delayed approvals across departments

Surface overdue operational tasks proactively

Identify blocked workflows and root causes

Recommend next follow-up actions automatically

Track execution bottlenecks across plants

Summarize daily operational progress in plain English

Ready to Organize
Factory Operations Better?

Join manufacturing teams using Optiwise Task Management to coordinate workflows, automate execution and improve operational visibility across the plant.

Get Started Free Talk to an Expert

Loading Optiwise

Track Work, Teams &OperationsIn One Unified Workspace.

From Task Creation to Execution. Fully Connected.

Create Operational Workspaces

Organize with Flexible Views

Automate Repetitive Work

Collaborate & Execute

One Database. Multiple Ways to Work.

Manage Structured Operational Data.

Move Work Through Stages Visually.

See Deadlines and Dependencies Across the Plant.

Roll Up Every Workspace Into Live KPIs.

Automate Repetitive Operational Work.

Trigger-based

Conditional logic

Action engine

Manual & scheduled

Hours of coordination saved every shift

Built for Operational Teams.

Production Coordination

CRM & Sales Follow-ups

Purchase Coordination

Quality Control Workflows

Inventory Operations

Internal Approvals

Collaborate Across Departments.

Shared Operational Context

Assign Owners & Teams

Priorities & Deadlines

Real-Time Status

Shared Operational Context

Department Workspaces

Centralized Tracking

Why Manufacturing Teams Choose Optiwise.

Replace scattered spreadsheets

Centralize operational execution

Improve accountability

Reduce manual coordination

Automate routine workflows

Track execution in real time

AI Agents That Understand Operational Workflows.

Ready to OrganizeFactory Operations Better?

Track Work, Teams &OperationsIn One Unified Workspace.

From Task Creation to Execution. Fully Connected.

Create Operational Workspaces

Organize with Flexible Views

Automate Repetitive Work

Collaborate & Execute

One Database. Multiple Ways to Work.

Manage Structured Operational Data.

Move Work Through Stages Visually.

See Deadlines and Dependencies Across the Plant.

Roll Up Every Workspace Into Live KPIs.

Automate Repetitive Operational Work.

Trigger-based

Conditional logic

Action engine

Manual & scheduled

Hours of coordination saved every shift

Built for Operational Teams.

Production Coordination

CRM & Sales Follow-ups

Purchase Coordination

Quality Control Workflows

Inventory Operations

Internal Approvals

Collaborate Across Departments.

Shared Operational Context

Assign Owners & Teams

Priorities & Deadlines

Real-Time Status

Shared Operational Context

Department Workspaces

Centralized Tracking

Why Manufacturing Teams Choose Optiwise.

Replace scattered spreadsheets

Centralize operational execution

Improve accountability

Reduce manual coordination

Automate routine workflows

Track execution in real time

Track Work, Teams &
Operations
In One Unified Workspace.

Ready to Organize
Factory Operations Better?

Track Work, Teams &
Operations
In One Unified Workspace.

Ready to Organize
Factory Operations Better?