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Intum Help Organization

Organization

Module for organizing daily work within the company

Projects in Sugester: Your command center for efficient work

The Projects feature lets you gather emails, tasks, documents, and clients in one place. What you gain Order: All related emails in one folder Quic...

User roles and permissions - how to manage access in the system

Managing permissions is a key element of organizing teamwork. With the Roles feature, you can precisely define which modules and data individual emplo...

Departments: Organize your team and gain full control over data visibility

A department in the system is a powerful organizational structure for your company. Instead of wasting time on chaotic responsibilities and manually d...

Tags

Tags Tags are colored labels that can be assigned to various objects in the system. They make categorization, filtering, and quick retrieval of relat...

Roles

Default Roles The system has four built-in roles that cannot be deleted: Owner — full access to everything. Can manage user passwords, sees private ...

TODO List

TODO List In Intum, a TODO list is available in several places — a simple way to jot down things to do without creating a full task right away. Wher...

Calendars

Calendars The calendar module enables event management and time organization. You can create multiple calendars, assign them colors, and view events ...

Organize Settings

You’ll find the Organize module settings in the Organize > Settings menu. Account Settings and Personal Settings The settings page is divided into t...

Assigning Tasks

Who Can a Task Be Assigned To Each task can have one responsible person (the “Assigned to” field). You can assign to: User - a specific person from ...

Tasks

What Are Tasks? Tasks are the central element of work organization in Intum. Each task describes a specific thing to do — from a simple reminder to a...

Team

What Is a Team A team is the fundamental organizational unit in the Tasks module. It connects users, projects, and tasks into a single structure. Eac...

Group

What Is a Group A group is a collection of users connected by a common goal — most often for managing emails and sharing responsibility. A group must...

User

What Is a User A user is a person who has access to an Intum account. Each user has their own profile, dashboard, and a set of permissions that deter...

Posts

What Are Posts? Posts are internal information entries within a team or project. They are used to share knowledge, announcements, and notes with team...

Time Tracking

What Is Time Tracking? Time Tracking (WorkInfo) is a system for recording time spent on tasks. Each entry describes when, how long, and what a user w...

Task Lists

What Are Task Lists? Task lists (tasklists) are a way to group tasks into logical collections — e.g., “Sprint 1,” “Backlog,” “To Discuss.” A single t...

Statuses

What Are Statuses? Statuses describe the stage of an item’s progress — a task, email, customer, contact, or sales opportunity. Each status has a name...

AI

AI in the Organize Module The Organize module uses artificial intelligence in several places — from spell checking to automatically generating work r...

Settings

Organize Module Settings In the Organize module settings, you can customize the view and behavior of tasks and work time tracking. Settings are divid...