TaskFlow is a multi-tenant SaaS task management application designed for agencies. It enables team members to manage tasks across clients and services with Kanban and List views, a personal calendar with time blocking, an integrated email ticketing system for client communication, AI-powered SMART goal generation, and reporting capabilities. Work is organized hierarchically: Agency, Client, Service Type, Project, and Task.
TasksCollaborationAgencyKanbanAIEmail Ticketing
What's Included
Kanban and List views with drag-and-drop task management
Integrated email ticketing system for client communication
AI-powered SMART goal generator for tasks and comments
Personal calendar with time blocking (month, week, day views)
Multi-tenant architecture with Agency, Client, Service Type hierarchy
Seven pre-defined service types (Blueprint, Consulting, Website, SEO, Paid Ads, Hosting, Support)
Client-service reporting with CSV export
In-app notification center for task assignments and ticket updates
Who This Is For
Digital agencies, consulting firms, and service businesses managing work across multiple clients with dedicated service categories
Digital agencies managing client projects across multiple service linesConsulting firms tracking deliverables with built-in email ticketingService businesses using AI to write clear, actionable task descriptionsTeam leads scheduling focused work with calendar time blocking
Live Demo
An interactive demo for TaskFlow is currently being prepared.
Turn this PRD into a production application automatically. ClaudeAutoPilot is an open-source autonomous development framework that transforms Claude Code into an active development partner—handling 90% of the build process while you make the key decisions.
Clients email a dedicated address and their messages automatically appear as tickets in TaskFlow, matched to the correct client by sender address. Team members can reply from within the app, and tickets can be linked to tasks or used to create new tasks with one click.
What AI features are included in the PRD?
The PRD specifies AI-powered SMART goal generation for both task descriptions and comments. Users enter rough notes and the AI transforms them into Specific, Measurable, Achievable, Relevant, and Time-bound formatted content. Output is editable before saving, with graceful fallback if AI is unavailable.
What is the data hierarchy in TaskFlow?
Work is organized as Agency → Client → Service Type → Project → Task. Each project belongs to one client and one of seven pre-defined service types (Blueprint, Consulting, Website, SEO, Paid Ads, Hosting, Support), enabling clear categorization and reporting.
Does the PRD include a technical architecture?
Yes, it specifies React + Vite frontend, Node.js + Express backend, PostgreSQL with Prisma ORM, JWT authentication, SendGrid/Postmark for email, and OpenAI or Claude API for AI features. It includes a full data model with 11 entity tables and complete API endpoint definitions.
What calendar and scheduling features are specified?
A personal calendar using FullCalendar with month, week, and day views. Task due dates display as calendar events, and users can create color-coded time blocks for focused work. Tasks and time blocks are visually distinct.
Is there a development roadmap included?
Yes, an 8-milestone, 10-week roadmap covering Foundation & Auth, Client Management, Project & Task Management, Calendar, Email Ticketing, AI Features, Reporting & Notifications, and Polish & Production. Each milestone includes deliverables, demo scripts, and acceptance criteria.
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