Connected Systems
Task Management links to source systems — it does not replace them.
- ConnectedNetSuiteReference-only · reads EST / QT / SO records
- ConnectedOneDriveFolder linking for project documents
- ConnectedOutlook (Quotes Inbox)Incoming request intake
- AvailableMicrosoft PlannerReplaceable task-system connector
- AvailableMonday.comReplaceable task-system connector
- AvailableCustom Task WorkspaceOperate the workspace without an external task system
Task-System Connector Note
Planner and Monday.com are treated as replaceable task-system connectors. The goal is to provide a unified experience for users, regardless of which task system is selected — or none at all, using the custom workspace directly.
Standardized Fields
These are stored as structured fields — replacing overloaded labels and color codes.
- Request Type
- Project Type
- Location / State
- Priority
- Status
- NetSuite Relevance
- Source
- Assigned To
Future AI Layer
Once fields are standardized, AI can add email parsing, suggested request types, blocker summaries, overdue risk detection, and management summaries — as an enhancement, not a replacement.