You can create color-coded task labels to categorize and organize work. Labels can be used to indicate priority, task type, department, or any custom categorization you need. You can filter tasks by labels and create custom label palettes that work across your projects.
When creating a project, you can associate it with a client from your CRM. This connection enables client-specific time tracking, allows you to generate invoices from project time, gives clients portal access to their projects, and helps organize all work by client for better reporting and relationship management.
Yes, Corcava supports cross-board task management. You can move tasks between different project boards seamlessly, reorganize work as priorities shift, and maintain all task context, comments, and history when moving tasks. This provides flexibility in organizing work across your projects.
You can filter tasks by assigned team members, filter by task labels, search for tasks by name or content, and use the global search to find tasks across all projects. Filtering helps you focus on specific work, see what's assigned to you, or review tasks by category.
Yes, Corcava includes chat archiving functionality. You can archive completed or old conversations to keep your active chat list clean while maintaining access to historical communications. Archived chats can be accessed when needed.
Corcava's expense management includes expense categorization. You can create expense categories relevant to your business, assign categories when recording expenses, run reports by category, and track which types of expenses are most common or costly.
