Kill "any update on this?" for good
You and your client manage tasks together. Who does what by when — clear at a glance on kanban and Gantt views, with stalls on the client side detected automatically.
Decide "the next action" after each meeting, and chase it here
From creation to progress sharing to bottleneck detection — one Room, end-to-end.
- 01
Raise the task
Log next actions from the meeting into the Room. Set the owner, deadline, and phase — your client sees it too.
- 02
Share progress
Completion checks, comments, and attachments are shared as-is. "Any update?" emails drop to zero.
- 03
Clear the stalls
Overdue tasks ping Slack instantly. You always know whose hands the work is stuck in.
Run requirements → production → acceptance together with your client
See current phase in kanban, weekly schedule in Gantt. Internal vs. customer tasks are color-coded so the ball-holder is obvious.
- Color-coded internal vs. customer tasks
- One-click toggle between kanban and Gantt
- Owner, due date, and phase per task
Yamada Mfg. — Site renewal
Key capabilities
Manage internal, customer, and shared tasks on one screen
Color-coded so you instantly see whose action it is. Track in real time how far the customer's contact has gotten.
Switch between kanban and Gantt
Toggle in one click between a kanban grouped by phase (requirements, production, acceptance) and a Gantt that takes a weekly view of the schedule.
Automatic overdue detection and alerts
Tasks past their due date trigger automatic notifications to the assignee — bottlenecks don't sit unaddressed.
Completion and progress summaries in your dashboard
Each client project's completion rate is visible at a glance, helping managers stay on top of progress across many client projects.
Comments and file attachments per task
Drop comments, meeting notes, or materials directly onto a task. Consolidate information that would otherwise scatter across email and chat.
Automatic Slack sync notifications
Auto-post task updates, completions, and overdue alerts to a chosen Slack channel — you don't need to open the CRM to track client project motion.
Connects to other features and external tools
Powerful on its own — and stronger paired with Terasu's other features.
- Messaging · Slack
Pushes task creation, completion, and overdue events to a Slack channel
- Connect AI Agent
AI suggests "the next task to create" based on unmet phase requirements
- CRM integration
Links Salesforce / HubSpot client project data with the Room for reference
- Project Health AI
Gives managers a per-project view of completion and health
- Reports
Rolls up task history into reports for leadership
- Stakeholder map
Link stakeholders to tasks so it's clear who's moving whom
Frequently asked questions
Can the customer's contact actually use this?
Yes. Just invite them as a member. They can sign in, complete tasks, comment, and view attachments. Account creation takes minutes.
Can I integrate with existing CRM?
Yes — connect Salesforce / HubSpot and link client project data to the Room for reference. Tasks themselves are designed to be managed inside Terasu.
How do overdue alerts arrive?
Slack and in-app Terasu notifications deliver overdue alerts to the assignee. Workspace admins configure the integration target.
What can I do with the Gantt chart?
View tasks at weekly or monthly granularity and set milestones to align with your customer on the client project's overall schedule.
What changes when I connect AI Agent?
AI surfaces "the task to create now" — with evidence — based on unmet phase requirements or risk signals like a decision-maker disengaging. One click, and the task is created.
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