Workflow Integrity
Tasks follow predefined workflow stages and cannot bypass required checkpoints.
VXTask OS · Service CRM
Commercial structure for service businesses
One company. Different relationships by service.
Client for one Service. Prospect for another. Lead for a third.
VXTask OS Service CRM connects Services, Clients, Pipelines, Opportunities, Next Actions and Finance without reducing the whole Company to one generic commercial status.
No credit card · Lifetime Free Plan · Start with real business data
Service-level client relationships
Commercial + financial history
Available in 9 languages
Live Service CRM Preview
One Company · Three Services · Three commercial realities
Company
BluePeak Agency
One Company · 3 Service relationships
Selected Opportunity
New Business Pipeline
Service
Web Development
SEO Growth
Brand Strategy
Stage
Agreement
Proposal
Lead
Amount
$4,800
$1,200
$2,000
Next Action
Confirm implementation handoff
Follow up on proposal
Schedule discovery call
Finance
Commercial and money context stay separate
Deal Price
$4,500
$0.00
$0.00
Paid
$3,000
$0.00
Balance
$1,500
—
Payments and refunds remain part of the financial journey without rewriting the commercial history.
Opportunity Matrix
Services × Pipeline Stages
Brand Strategy
Lead
SEO Growth
Proposal
Web Development
Agreement
Service CRM
Manage the commercial journey.
Services, Clients, Opportunities, Pipelines, Next Actions, Finance and History stay connected around the real commercial relationship.
Execution OS
Manage the work that follows.
When commercial activity becomes real work, Execution OS provides the operational structure for projects, responsibilities, tasks and execution.
Two autonomous modules · One VXTask OS environment
Service-level commercial architecture
The relationship belongs to the Service. Not to the whole Company.
A service business can have several commercial relationships with the same Company at the same time. VXTask OS Service CRM keeps those relationships separate instead of forcing one generic status onto the entire Company.
One company · several service relationships
BluePeak Agency
The Company stays the same. What changes is its commercial relationship with each Service you provide.
One Company
Service
Web Development
An established delivery relationship for this Service.
Service
SEO
A commercial discussion is already active for this Service.
Service
Brand Strategy
An early commercial interest exists for this Service.
Independent commercial paths
Each Service can move through its own commercial journey.
A Service-level relationship can develop into its own Opportunity with its own Pipeline position, follow-up, value and financial history.
Opportunity
One specific commercial situation around one Service.
Pipeline
Its own commercial road and current Stage.
Next Action
The next concrete follow-up for this Opportunity.
Finance
Deal Price, Payments, Refunds and Balance stay tied to the relevant Opportunity.
The same Company can be a Client, Prospect and Lead at the same time — because those relationships belong to different Services.
01
No forced company-wide status
You do not have to label an entire Company as only a Lead, Prospect or Client when reality differs by Service.
02
Opportunities stay specific
Each commercial situation keeps its own Pipeline, Stage, Next Action, current value and commercial history.
03
Cross-sell becomes visible
You can see where the Company is already a Client and where additional Services still represent new commercial potential.
The shortest mental model
Four concepts are enough to reconstruct the commercial logic.
Company
WHO the business relationship is with
Service
WHAT you sell
Client Type
WHAT this Company is to you for this Service
Opportunity
ONE specific commercial situation
The commercial journey of one Opportunity
One Opportunity stays the same. What is true now can change.
A commercial situation evolves. Stage, Amount, Result and Next Action may change over time — while the Opportunity itself keeps its continuity and earlier states remain available as history.
Standing commercial identity
BluePeak Agency · SEO Growth
The Client, Service and Pipeline define one continuing commercial situation. The Opportunity remains the same while its commercial state develops.
Pipeline
New Business
Result
Open
Pipeline progression
Move through Stages without creating a new Opportunity.
Lead
Qualification
Proposal
CurrentNegotiation
Agreement
Current State
What is true about this Opportunity right now?
Current State keeps the latest commercial reality together: where the Opportunity is, what it is worth, what should happen next and what its current Result is.
Stage
Proposal
Amount
$4,800
Next Action
Follow up on the proposal
Next Action At
09.10.2026
State History
Earlier commercial realities remain visible.
Each meaningful change can become another snapshot in State History, so the latest values do not erase what was true before.
Snapshot #01
Lead · $2,000
Initial interest was recorded and the commercial situation started.
Snapshot #02
Qualification · $3,200
Requirements became clearer and the expected commercial value increased.
Snapshot #03
Proposal · $4,800
A proposal is now active and the next follow-up is defined.
Move Stage
Change WHERE the Opportunity is.
Move Stage changes the Opportunity’s position inside its Pipeline — for example from Qualification to Proposal.
Update State
Change WHAT is true right now.
Update State changes the current commercial facts — such as Amount, Result, Next Action or its date — without creating another Opportunity.
One Opportunity · many snapshots
The Opportunity has continuity. Its Current State can change over time, while State History preserves the commercial journey that came before.
Opportunity Matrix
Services across rows. Stages across columns. Opportunities become a commercial map.
The Opportunity Matrix reorganizes the same CRM data across two business dimensions so you can see what is being sold, where each sale currently sits, and where commercial activity is concentrated.
Visible Pipeline scope
New Business
Not Archived
Visible Opportunities
4
Commercial Price
$2,250
Deal Price Total
$600
Management question
Where is commercial activity positioned?
Compact Matrix view
The same Service × Stage map, fitted to the screen.
On smaller screens, each Service keeps its Opportunities, current Stage and values together without horizontal overflow.
Business Consulting
Reference Price · $500Opportunity
BrightPath Academy
Amount
$500
Deal Price
$0
Opportunity
ABC LLC
Amount
$600
Deal Price
$600
CRM Setup
Reference Price · $850Opportunity
BluePeak Agency
Amount
$850
Deal Price
$0
Operations Audit
Reference Price · $750No current Opportunity in this Pipeline scope.
Team Training
Reference Price · $300Opportunity
Northstar Retail
Amount
$300
Deal Price
$0
01
See where activity is concentrated
Several Opportunities accumulating in one Stage becomes visible immediately instead of being hidden inside a linear list.
02
See value by commercial position
Stage headers show both current commercial Amount and agreed Deal Price, so value can be read in the context of Pipeline position.
03
See Services with no current sales activity
An empty Service row is information too: it shows where the current Pipeline has no visible Opportunity.
Table View
What is happening with each sales situation?
Table View reads the CRM Opportunity by Opportunity as structured commercial rows.
Opportunity Matrix
How is commercial activity positioned across Services and Stages?
Opportunity Matrix reads the same CRM as a Service × Stage map.
Same CRM. Same data. Different management perspectives.
Reusable business foundation
Build the structure once.Reuse it across every commercial situation.
Services, Clients, Contacts, Pipelines, Stages and Addons are reusable reference information. They create the commercial vocabulary that Opportunities use later.
01
Services
Define what the business sells, including reference pricing, color and available Addons.
02
Clients
Represent the companies or organizations you work with without forcing a single commercial status onto them.
03
Contacts
Keep the real people you communicate with connected to the correct Client.
04
Pipelines
Define the commercial road an Opportunity follows. A Pipeline contains the ordered Stages of that process.
05
Stages
Show where an Opportunity currently sits on its commercial road.
06
Addons
Reusable optional items that may be offered with specific Services without duplicating pricing logic.
Reference information first
Structure before sales activity.
Create the reusable business building blocks first. Then Opportunities can connect those blocks into real commercial situations without recreating the same information each time.
Services→
Clients→
Opportunities
Optional layer
Addons stay reusable too.
An Addon belongs to the shared catalog and may be made available for selected Services. It remains optional until it is actually used in a commercial situation.
Commercial finance
A sale has a commercial value.Payments tell a different story.
Deal Price, Payments, Refunds and Balance stay connected to the Opportunity so the commercial agreement and the financial reality can be understood together without becoming the same thing.
Opportunity finance
BluePeak Agency · SEO
Deal Price
$4,500
Paid
$3,000
Balance
$1,500
Payment
02.10.2026
Payment
05.10.2026
Refund
07.10.2026
Commercial context stays connected
Finance belongs to the specific Opportunity, Client and Service instead of becoming an isolated accounting note.
History stays visible
Payments and Refunds form a chronological financial history while the current Balance remains immediately readable.
Corrections do not erase the trail
Financial operations are designed to preserve audit context instead of silently rewriting what happened before.
One rule to remember
Deal Price says what was agreed. Payments and Refunds say what actually moved. Balance shows what remains.
Operational CRM workspace
The same Opportunities.Different working views for different questions.
Table View, Opportunity Matrix, Assignees, Visibility and lifecycle actions let teams work with the same CRM data from the perspective the current task requires.
Table View
Opportunity-by-Opportunity working view
ClientsServicesAssignees
ClientServiceStageVisibilityAssignees
BluePeak Agency
SEO
Proposal
Team
VKAR
Northstar Retail
Team Training
Qualification
Team
VKAR
ABC LLC
Business Consulting
Agreement
Team
VKAR
Assignees
Give responsibility for an Opportunity to the people who should act on it.
Visibility
Control who can see and work with the commercial record without duplicating it.
Archive lifecycle
Won or Lost Opportunities can leave the active operational scope while their commercial history remains available.
Contextual actions
Move Stage, Update State, edit, view Finance, archive and other actions operate on the same Opportunity identity.
Table View asks
What is happening with each individual sales situation?
Read Opportunities as structured rows when you need record-by-record operational control.
Opportunity Matrix asks
Where is commercial activity positioned across Services and Stages?
Read the same CRM as a management map when you need pattern and concentration visibility.
Final CRM mental model
Eight concepts.One connected commercial system.
The Service CRM becomes easier to understand when every object answers one specific business question and stays connected to the rest.
01
Client
Who the business relationship is with.
02
Service
What you sell.
03
Client Type
Who this Company is for this specific Service.
04
Opportunity
One concrete commercial situation.
05
Pipeline / Stage
The commercial road and the current position on it.
06
Next Action
The next concrete commercial step.
07
Finance
What was agreed, what moved and what remains.
08
Opportunity Matrix
How the same Opportunities are positioned across Services and Stages.
Service CRM complete
Commercial context remains connected from first interest to financial history.
VXTask OS Service CRM does not reduce a Company to one status or a sale to one row. It preserves the relationships between Company, Service, Opportunity, commercial state and Finance.
When the sale becomes work
Execution OS starts where operational execution begins.
Service CRM can be used independently. When a commercial relationship turns into real projects, responsibilities and tasks, Execution OS provides the separate operational environment.
Explore Execution OS
Manifest
What makes VXTask OS different?
Most platforms help teams manage tasks.
VXTask OS was built to help organizations execute work with structure, accountability, visibility, workflow integrity, and preserved execution context.
Core Principle
“Work should move according to business rules — not according to whoever dragged a card.”
Execution Foundations
Business Logic
Execution follows organizational rules instead of individual habits.
Accountability
Ownership, responsibility, visibility, and decisions remain attached to every task.
Operational Visibility
Projects, departments, teams, and leaders always see what is happening in real time.
Execution Approach
Traditional Task Management
Manage tasks
Move cards
Track statuses
Visual organization
VXTask Execution OS
Execute work
Business Rules
Workflow Integrity
Execution Context
Operational Visibility
Accountability
Execution Manifest
VXTask OS does not try to replace your processes.
It helps organizations execute them with structure, visibility, accountability, workflow integrity, and preserved execution context.
VXTask OS was not built to help teams manage more tasks.
It was built to help organizations execute work.
Because execution is where strategy becomes reality.
Execution in Action
Follow one real task from creation to completion.
See how business context, responsibility, workflow, discussions, files, and decisions remain connected throughout execution.
This scenario demonstrates the lifecycle of one task within a much larger project.
Executive Performance Review
👑 Leadership · CEO
Execution Progress
Business Event
Quarterly performance requires executive review
Revenue growth, operational performance, and departmental results differ from the original quarterly targets. The CEO initiates an executive review to identify gaps, align department leaders, and approve priorities for the next execution cycle.
Task Structure
Task Title
Complete Quarterly Company Performance Review
Project
Strategic Growth Execution
Work Type
Executive Performance Management
Execution Area
Executive Team
Assignees
5 Department Leaders
Priority
High
Due Date
Thursday — 3:00 PM
Attachments
5 Executive Reports
Controlled Workflow
Tasks move only through permitted adjacent workflow stages.
Execution Timeline
Preserved
Comment
CFO
The quarterly financial report has been completed. Revenue, operating expenses, cash flow, and budget variances are ready for executive review.
Clarification
COO
Operational performance remained stable, but delays across two departments affected overall execution. Corrective action plans have been requested.
Update
Sales Director
The sales team achieved 87% of the quarterly revenue target. Delayed enterprise deals and slower regional conversion caused the primary gaps.
Update
Head of Product
The main product milestones were delivered. One strategic feature moved to the next quarter due to additional quality requirements.
Decision
CEO
Leadership will prioritize revenue recovery, cross-department execution, and completion of the delayed strategic feature. Updated objectives are required by Monday.
Task Completed
Executive review completed
All department leaders are aligned around the next set of strategic priorities, responsibilities, and measurable follow-up actions.
Business Outcome
Financial, operational, sales, product, and workforce performance remained visible inside one task.
Every report, clarification, update, and executive decision remained attached to the work.
Department leaders received clear priorities and measurable follow-up actions.
The CEO maintained complete visibility across company-wide execution.
One task. Complete execution visibility.
VXTask OS keeps structure, responsibility, workflow, communication, files, and decisions connected from the first action to the final outcome.
Real-World Execution Scenarios
One execution architecture. Hundreds of professional contexts.
VXTask OS adapts to the way different professionals, teams, departments, and organizations execute real work.
Explore practical examples showing how projects, work types, execution areas, responsibilities, and tasks can be structured inside VXTask OS.
14
Professional Scenarios
12
Execution Categories
9
Supported Languages
Explore by Category
Leadership
CEO
Coordinate strategy, financial performance, operations, leadership alignment, and company-wide execution.
Example Project
Strategic Growth Execution
Work Types
Strategy
Operations
Finance
Leadership
Execution Areas
Executive Team
Department Leaders
External Partners
Example Tasks
Quarterly Performance Review
Department Objectives Alignment
Strategic Partnership Evaluation
Execution Benefits
Company-wide visibility
Executive accountability
Measurable strategic execution
Leadership
COO
Transform company strategy into structured operational execution across departments and teams.
Example Project
Operational Excellence Program
Work Types
Operations Management
Process Optimization
Resource Planning
Performance Management
Execution Areas
Executive Office
Operations Team
Department Managers
Example Tasks
Review Operational KPIs
Resolve Process Bottlenecks
Coordinate Department Initiatives
Execution Benefits
Operational alignment
Reduced bottlenecks
Continuous improvement
Leadership
Co-Founder
Keep founders aligned across product decisions, partnerships, hiring, operations, and growth initiatives.
Example Project
Company Growth Roadmap
Work Types
Strategic Planning
Product Development
Operations
Partnerships
Execution Areas
Leadership Team
Product Team
External Partners
Example Tasks
Define Quarterly Objectives
Review Product Roadmap
Prepare Investor Presentation
Execution Benefits
Founder alignment
Clear ownership
Reduced execution drift
Professional Services
Business Coach
Organize client programs, coaching sessions, action plans, progress reviews, and follow-up execution.
Example Project
Client Business Growth Program
Work Types
Business Assessment
Coaching Sessions
Action Planning
Progress Review
Execution Areas
Coach Workspace
Client Team
External Advisors
Example Tasks
Review Client Objectives
Prepare Coaching Session
Track Action Plan Progress
Execution Benefits
Structured client execution
Visible progress
Preserved coaching context
Freelancers
UX/UI Designer
Manage research, wireframes, UI design, client feedback, revisions, and delivery deadlines.
Example Project
SaaS Dashboard Design
Work Types
User Research
Wireframing
UI Design
Design Review
Execution Areas
Personal Workspace
Client Team
Development Team
Example Tasks
Research User Needs
Create Wireframes
Review Developer Feedback
Execution Benefits
Organized design workflow
Fewer missed revisions
Clear delivery visibility
Operations
HVAC Contractor
Coordinate service requests, site inspections, installation work, technicians, materials, and customer follow-ups.
Example Project
Commercial HVAC Installation
Work Types
Site Inspection
Equipment Installation
Testing
Maintenance
Execution Areas
Customer Site
Warehouse
Service Team
Example Tasks
Inspect Installation Site
Assign Technician Team
Complete System Testing
Execution Benefits
Field execution visibility
Technician accountability
Fewer missed service steps
Construction
Construction Manager
Coordinate contractors, site activities, inspections, resources, deadlines, and construction milestones.
Example Project
Commercial Building Construction
Work Types
Site Management
Quality Control
Contractor Coordination
Safety Inspection
Execution Areas
Construction Site
Project Office
Supplier Network
Example Tasks
Review Weekly Site Progress
Coordinate Contractor Schedule
Approve Safety Inspection
Execution Benefits
Site-wide visibility
Clear contractor ownership
Controlled milestone execution
Healthcare
Clinic Administrator
Coordinate staff schedules, patient services, compliance activities, equipment, and administrative operations.
Example Project
Clinic Operations Management
Work Types
Patient Services
Staff Coordination
Compliance
Equipment Management
Execution Areas
Reception
Medical Departments
Administration
Example Tasks
Review Staff Schedule
Coordinate Equipment Maintenance
Prepare Compliance Report
Execution Benefits
Structured clinic operations
Improved service visibility
Clear administrative accountability
Hospitality
Hotel Manager
Coordinate guest services, housekeeping, maintenance, events, staff, and operational quality.
Example Project
Hotel Operations Management
Work Types
Guest Services
Housekeeping
Maintenance
Event Operations
Execution Areas
Front Desk
Guest Rooms
Restaurant
Conference Hall
Example Tasks
Review Guest Service Issues
Coordinate Room Maintenance
Prepare Event Operations Plan
Execution Benefits
Cross-department alignment
Faster issue resolution
Consistent service execution
Logistics
Supply Chain Manager
Manage suppliers, inventory, procurement, transportation, delivery schedules, and operational risks.
Example Project
Supply Chain Optimization
Work Types
Procurement
Inventory Planning
Transportation
Supplier Management
Execution Areas
Warehouse
Supplier Network
Distribution Centers
Example Tasks
Review Inventory Levels
Coordinate Supplier Delivery
Resolve Transportation Delay
Execution Benefits
Supply chain visibility
Reduced delivery risk
Improved supplier accountability
Education
University Department
Coordinate academic programs, faculty responsibilities, student activities, research initiatives, and departmental administration.
Example Project
Academic Department Operations
Work Types
Academic Planning
Faculty Coordination
Student Services
Research Administration
Execution Areas
Department Office
Faculty Team
Student Services
Research Units
Example Tasks
Prepare Semester Academic Plan
Coordinate Faculty Responsibilities
Review Student Support Activities
Execution Benefits
Clear academic coordination
Visible departmental responsibilities
Structured administrative execution
Technology
Software Development Team
Coordinate product planning, development, quality assurance, releases, technical decisions, and cross-functional delivery.
Example Project
Platform Development Roadmap
Work Types
Product Development
Backend Engineering
Frontend Engineering
Quality Assurance
Execution Areas
Product Team
Development Team
QA Team
Remote Contributors
Example Tasks
Implement Product Feature
Complete Quality Assurance Review
Prepare Production Release
Execution Benefits
Structured development workflow
Preserved technical context
Clear release accountability
Sales
Sales Manager
Coordinate pipelines, account activities, team targets, proposals, follow-ups, and revenue performance initiatives.
Example Project
Quarterly Revenue Growth Program
Work Types
Sales Planning
Pipeline Management
Account Development
Performance Review
Execution Areas
Sales Department
Regional Teams
Customer Accounts
Example Tasks
Review Weekly Sales Pipeline
Coordinate Strategic Account Follow-Up
Prepare Revenue Performance Report
Execution Benefits
Improved pipeline visibility
Clear sales ownership
Measurable revenue execution
Marketing
Marketing Agency
Coordinate client campaigns, creative production, content schedules, approvals, analytics, and delivery deadlines.
Example Project
Integrated Client Campaign
Work Types
Campaign Strategy
Content Production
Creative Review
Performance Analytics
Execution Areas
Agency Team
Client Team
Creative Partners
Media Channels
Example Tasks
Prepare Campaign Strategy
Review Creative Assets
Analyze Campaign Performance
Execution Benefits
Structured campaign delivery
Fewer missed approvals
Clear client execution visibility
Different professions. One structured execution system.
Every organization works differently, but the need for structure, accountability, visibility, and preserved execution context remains the same.
The examples above represent only a small part of the growing VXTask OS execution library.
System Roles & Access Architecture
Five system roles. Multiple responsibilities. One account.
VXTask OS uses a structured five-level role hierarchy to control responsibility, visibility, and operational access inside each company.
A team member can hold one role, several roles, or all five roles simultaneously when the organization requires it.
Role Hierarchy
Level 5
Full Organizational Authority
Complete Company Control
The Owner has the highest level of authority and maintains complete visibility across the company, including teams, tasks, roles, settings, subscriptions, and operational activity.
Suitable for positions
Business Owner
Founder
CEO
Managing Partner
Company Director
Operational Responsibility
Company Administration
Role & Access Management
Complete Task Visibility
Subscription Control
Company-Wide Analytics
Security & Configuration
Role Hierarchy
Owner · Level 5
5
4
3
2
1
Level 4
Strategic & Department Management
Strategy, Resources, and Oversight
Managers coordinate departments, projects, resources, performance objectives, deadlines, and execution priorities while maintaining visibility across the teams under their responsibility.
Suitable for positions
Department Head
Branch Director
Operations Manager
HR Director
Division Manager
Operational Responsibility
Project Coordination
Resource Allocation
Performance Oversight
Department Alignment
Deadline Control
Management Reporting
Role Hierarchy
Manager · Level 4
5
4
3
2
1
Level 3
Tactical Team Coordination
Team Execution and Quality Control
Team Leads coordinate day-to-day execution, assign work, review progress, clarify requirements, resolve operational issues, and connect management priorities with specialist activity.
Suitable for positions
Team Lead
Supervisor
Foreman
Coordinator
Shift Manager
Operational Responsibility
Task Assignment
Team Coordination
Quality Review
Execution Clarification
Progress Monitoring
Issue Escalation
Role Hierarchy
Team Lead · Level 3
5
4
3
2
1
Level 2
Professional Execution
Focused Work and Measurable Results
Specialists execute assigned work, update progress, participate in task discussions, upload supporting files, and complete responsibilities without unnecessary organizational noise.
Suitable for positions
Developer
Engineer
Technician
Designer
Doctor
Electrician
Operational Responsibility
Task Execution
Progress Updates
File & Evidence Uploads
Task Discussions
Status Progression
Work Completion
Role Hierarchy
Specialist · Level 2
5
4
3
2
1
Level 1
Operational Support & Intake
Requests, Communication, and Escalation
Support team members capture incoming requests, maintain basic communication, update service information, and escalate important issues to the appropriate operational level.
Suitable for positions
Dispatcher
Support Agent
Call Center Agent
Office Administrator
Secretary
Account Assistant
Operational Responsibility
Request Intake
Initial Communication
Ticket Coordination
Basic Status Updates
Request Routing
Critical Escalation
Role Hierarchy
Support · Level 1
5
4
3
2
1
Multi-Role Architecture
One user can operate under multiple roles.
Responsibilities often overlap in real organizations. VXTask OS allows the same person to hold several system roles without duplicate accounts or broken organizational structure.
No duplicate accounts
No additional logins
Flexible delegation
Evolving responsibilities
Owner + Manager
2 System Roles
Manager + Team Lead
2 System Roles
Team Lead + Specialist
2 System Roles
All Five Roles
5 System Roles
Role-Based Visibility
Access follows organizational responsibility.
Internal tasks are visible according to the company role hierarchy, while Restricted tasks remain visible only to the task creator and assigned contributors.
Public
Visible to everyone inside the company.
Internal
Visible according to the system role hierarchy.
Restricted
Visible only to the creator and assigned contributors.
Structured authority without rigid limitations.
VXTask OS preserves organizational hierarchy while allowing real people to carry multiple responsibilities as teams grow, delegate work, and evolve.
Priority Architecture
Know what matters. Before opening a task.
VXTask OS uses four clearly defined priority levels to help teams identify urgency, organize attention, and understand which work requires action first.
Priority does not replace deadlines or workflow status. It adds a separate operational signal that helps teams focus attention correctly.
Four Priority Levels
Red
Critical
Level 4
Work requiring immediate attention because delay may cause serious operational, financial, customer, safety, or business impact.
Execution Guidance
Review immediately and coordinate the required contributors without delay.
Priority Level
Major customer outage
Safety incident
Critical production failure
Urgent compliance issue
VXTask OS
🚨 Critical · Red
Amber
High
Level 3
Important work with meaningful deadlines, dependencies, or business consequences that requires focused execution.
Execution Guidance
Include in the primary execution queue and monitor progress closely.
Priority Level
Strategic client delivery
Department deadline
Important approval
Revenue-related activity
VXTask OS
🔴 High · Amber
Yellow
Medium
Level 2
Standard planned work that contributes to normal operations and should progress according to schedule.
Execution Guidance
Execute within the planned workflow and agreed deadline.
Priority Level
Scheduled reporting
Routine project activity
Planned review
Standard team coordination
VXTask OS
🟡 Medium · Yellow
Green
Low
Level 1
Useful but non-urgent work that can be completed after higher-priority responsibilities are under control.
Execution Guidance
Schedule appropriately without displacing more urgent execution.
Priority Level
Minor improvement
Future idea
Optional refinement
Low-impact maintenance
VXTask OS
🟢 Low · Green
Independent Operational Signals
Priority, deadline, and status answer different questions.
A task may be high priority without being overdue, or overdue without being critical. VXTask OS preserves each signal separately so teams can assess work accurately.
Priority
How important or urgent is this work?
Deadline
When must this work be completed?
Status
Where is this task inside the workflow?
Visibility
Who is allowed to see this task?
Instant Board Recognition
Understand urgency before opening the task.
The priority indicator on every task card allows team members and leaders to identify execution urgency immediately while reviewing the board.
Critical
Resolve Customer Access Issue
Critical attention
High
Approve Department Objectives
High attention
Medium
Prepare Monthly Operations Report
Planned attention
Low
Review Future Improvement Ideas
Lower attention
Clear priorities reduce execution noise.
When urgency is visible and consistently defined, teams spend less time interpreting work and more time executing the right responsibilities.
Workspace Architecture
One account. Multiple companies. One workspace.
VXTask OS allows one person to create, own, manage, and participate in multiple companies while keeping every company, team, responsibility, and execution context clearly separated.
Switch between companies without creating additional accounts, repeating logins, or mixing organizational data.
Multi-Company Workspace
One Account
One identity provides access to every company in which the user participates.
Multiple Companies
Each company remains an independent operational workspace with its own teams, projects, roles, tasks, and settings.
Multiple Roles
The same user may hold different system roles inside different companies—or several roles inside the same company.
Unified Workspace
Users switch between organizational contexts instantly while keeping one consistent account and interface.
VK
One Account
Vugar Khalil
Available Companies
Switch Company Context
Active Company
VX Stack Core
Primary Company
Multiple Roles
Owner
Manager
12
Project
6
Execution Area
15
Company Members
84
Task
Company Isolation
Company Isolated
Active Company
Client Operations
Partner Company
Multiple Roles
Team Lead
5
Project
3
Execution Area
8
Company Members
31
Task
Company Isolation
Company Isolated
Active Company
External Project Team
Collaborative Workspace
Multiple Roles
Specialist
Support
3
Project
4
Execution Area
11
Company Members
19
Task
Company Isolation
Company Isolated
Company Isolation
Every company remains operationally independent.
Projects, work types, execution areas, users, tasks, discussions, attachments, roles, and settings remain scoped to the selected company context.
Company Data
Each company owns its own operational records and configuration.
Company Members
Team membership and system roles are assigned independently inside each company.
Execution Context
Tasks and discussions remain attached to the correct company, project, work type, and execution area.
Access Control
Visibility and permissions are evaluated within the active company context.
Execution Context Architecture
Every task belongs to a complete operational structure.
VXTask OS keeps organizational and execution context connected so work is never reduced to an isolated card.
01
Company
02
Project
03
Work Type
04
Execution Area
05
Task
06
Assignees
07
Discussion
08
Attachments
Platform Engine
One architecture supporting complete organizational execution.
The platform combines company separation, role hierarchy, access control, workflow integrity, global time handling, and preserved execution context inside one operating system.
Multi-Tenancy
Company Isolation
Multi-Role Architecture
Role-Based Access Control
Workflow Integrity
UTC-Based Global Timeline
Preserved Execution Context
Multi-Language Workspace
Global Team Collaboration
One operational timeline across countries and time zones.
Task dates and deadlines are stored consistently while every user automatically sees them in their own local time zone.
Different Countries
Different Offices
Remote Contributors
External Partners
Workspace Benefits
One account for every company
Instant context switching
No duplicate logins
Independent company structures
Different roles in different companies
Clear organizational separation
Separate organizations. Unified execution experience.
VXTask OS keeps every company operationally independent while giving each user one consistent place to manage responsibilities across multiple organizations.
01
One Account
02
Multiple Companies
03
Multiple Roles
04
Unified Workspace
Lifetime Free • Transparent Pricing
Simple pricing that grows with your organization
Start completely free. Upgrade only when your organization grows. No hidden fees. No forced migration. No surprises.
Lifetime Free
From registration to your first task: about 3 minutes.
Start Today
Lifetime Free Plan
Start with Service CRM and Execution OS in one workspace — free forever, with clear Free-plan capacity and no time limit.
Lifetime Free
$0
Lifetime Free
No credit card
No trial period
No expiration
Included forever
Team Capacity
Up to 2 users
Service CRM
Lifetime Free
1 Service
Up to 5 Clients
1 Pipeline
Up to 10 Opportunities
Execution OS
Lifetime Free
Unlimited Projects
Unlimited Work Types
Unlimited Execution Areas
Unlimited Tasks
Capacity
Choose the plan that matches your growth
SAVE ~17%
Annual billing provides approximately 17% savings.
Base
For growing teams that need the complete operational foundation.
$
Save $30 every year
Capacity
Up to 5 users
5 Services
Unlimited Clients
5 Pipelines
Unlimited Opportunities
Unlimited Projects
Unlimited Work Types
Unlimited Execution Areas
Unlimited Tasks
Most Popular
Pro
For operational departments coordinating more people, companies, and execution volume.
$
Save $118 every year
Capacity
Up to 15 users
15 Services
Unlimited Clients
10 Pipelines
Unlimited Opportunities
Unlimited Projects
Unlimited Work Types
Unlimited Execution Areas
Unlimited Tasks
Pro+
For growing organizations that need greater scale, capacity, and service coverage.
$
Save $298 every year
Capacity
Up to 50 users
Unlimited Services
Unlimited Clients
Unlimited Pipelines
Unlimited Opportunities
Unlimited Projects
Unlimited Work Types
Unlimited Execution Areas
Unlimited Tasks
Custom Plan
Contact Us
Enterprise
For organizations with custom operational, administrative, security, capacity, or deployment requirements.
Let's discuss your organization, team structure, execution requirements, and the right VXTask OS environment for your operations.
Contact UsCustom Plan
Enterprise
All premium modules
Full administrative access
Educational Program
Supporting education through structured execution
Universities, colleges, training centers, academic departments, educators, and educational initiatives can contact us to discuss access to VXTask OS.
Access is discussed individually according to the educational context, team size, and intended use.
Designed for
Universities
Colleges
Training Centers
Academic Departments
Educational Startups
Independent Educators
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Start building structured execution today
Create your Lifetime Free workspace in minutes. As your organization grows, VXTask OS grows with you — from small teams to enterprise-scale operations.
∞
Lifetime Free
3 min
From registration to your first task: about 3 minutes.
24/7
Priority support
Knowledge & Trust
Frequently asked
Frequently asked
questions
Clear answers about VXTask OS, workflow integrity, access control, collaboration, pricing, security, and getting started.
Service CRM
Service CRM
Answers about service-level commercial relationships, Opportunities, Pipelines, follow-ups, Finance, and CRM capacity.
VXTask OS Service CRM is a commercial environment designed for service-based businesses. It brings Clients and Contacts, Services, Pipelines and Stages, Opportunities, Next Actions, Finance, commercial history, Table View, and the Opportunity Matrix into one structured CRM environment.
No. Service CRM and Execution OS are independent business environments inside VXTask OS. A company can use only Service CRM, only Execution OS, or both. Both are available within the same VXTask OS subscription; there is no separate Service CRM subscription or CRM add-on price.
Yes. Client Type is defined at the Service relationship level rather than as one universal status for the whole Company. This allows the same Company to be a Client, Prospect, or Lead for different Services at the same time.
An Opportunity represents one specific commercial situation around a Client and a Service. It can carry its own Pipeline and Stage, assignees, visibility, Result, Amount, Next Action, Next Action date, and state history.
The Opportunity Matrix shows Services across rows, Pipeline Stages across columns, and Opportunities inside the corresponding cells. It provides another management view of the same CRM data so you can see which Service is being discussed, at which Stage, for which Client, and through which Opportunity.
Move Stage changes where the Opportunity sits inside its Pipeline. Update State changes what is true about the Opportunity now, such as Result, Amount, Next Action, or Next Action date. Significant changes can be preserved as snapshots, so previous commercial states remain visible in State History.
Finance stays connected to the relevant Opportunity. You can work with Deal Price, Payments, Refunds, and Balance while preserving finance history. Finance can also be reviewed by Opportunity, by Client, and across the Company scope available to you.
Each Opportunity can hold a Next Action and a Next Action date, so the next commercial step remains attached to the exact commercial situation instead of being separated from the Opportunity context.
Yes. Base, Pro, and Pro+ include unlimited Clients and unlimited Opportunities. Base supports up to 5 users, 5 Services, and 5 Pipelines; Pro supports up to 15 users, 15 Services, and 10 Pipelines; Pro+ supports up to 50 users with unlimited Services and Pipelines. The Free Plan supports up to 2 users, 1 Service, 5 Clients, 1 Pipeline, and 10 active Opportunities.
Execution OS
Execution OS & Platform
The existing answers about execution, collaboration, access, security, plans, and platform use.
VXTask OS is an Execution Operating System designed to help organizations execute work with structure, accountability, visibility, workflow integrity, and preserved operational context.
No. Traditional task platforms mainly help teams record and move tasks. VXTask OS connects tasks with projects, work types, execution areas, priorities, deadlines, assignees, access rules, discussions, files, decisions, and organizational structure inside one execution environment.
The Lifetime Free Plan supports up to 2 team members and includes unlimited projects, unlimited work types, unlimited execution areas, and unlimited tasks. It has no credit card requirement, no trial period, and no expiration date.
From registration to creating your first task usually takes about 3 minutes. No IT team, consultants, lengthy onboarding, or mandatory data migration are required.
Tasks move through controlled workflow stages instead of jumping freely between unrelated statuses. This protects process consistency, required checkpoints, accountability, and the reliability of operational reporting.
Yes. One account can participate in multiple companies and switch between them without creating additional logins. Within each company, the same person can also hold several system roles, including Owner, Manager, Team Lead, Specialist, and Support.
Each task can use Public, Internal, or Restricted visibility. Public tasks are available across the company, Internal visibility follows the organizational role hierarchy, and Restricted tasks are visible only to the task creator and assigned contributors.
Each task can contain structured discussion entries such as Comment, Clarification, Decision, and Update. Questions, progress reports, decisions, files, and historical context remain attached to the work instead of becoming scattered across calls, emails, and messaging applications.
Yes. A single task can have multiple assignees, making it suitable for collaboration, inspections, approvals, reviews, and operational activities that require shared responsibility.
Task dates and deadlines are stored internally using UTC. Every team member sees the corresponding local date and time automatically, while the organization maintains one consistent operational timeline.
Company data is restricted through tenant-aware database queries, authorization rules, role permissions, and company-specific access scopes. Users can access only the companies and operational records for which they have valid membership and permissions.
Yes. VXTask OS uses a responsive web interface designed for desktop computers, tablets, and smartphones. Team members can review tasks, update execution status, participate in discussions, and work with operational information from supported modern browsers.
Yes. Projects, work types, and execution areas are configurable operational directories. An execution area can represent a regional office, department, team, remote workforce, freelancer group, outsourcing partner, or another operational area used by your organization.
Yes. Organizations with custom capacity, security, administration, deployment, or operational requirements can contact VXTask OS for an individual Enterprise discussion.
Yes. Universities, colleges, training centers, academic departments, educational startups, and independent educators can contact us to discuss access through the VXTask OS Educational Program.
Still have questions?
Let’s clarify what matters for your organization
Contact us about platform capabilities, pricing, Enterprise requirements, the Educational Program, or your specific execution workflow.
Usually within 24 hours
Enterprise • Educational Program • Technical Questions