Activities and calendar
Task and deadline management, with your whole team's calendar
Tasks, calls, meetings and deadlines from every record sit in a single calendar, synced with Google. Overlay your colleagues' calendars, each in its own colour and with their Google commitments shown without titles: the hour when everyone is free stands out, and the meeting is created already linked to the customer.
All three free Thu 15:00 – 16:00Catalog review · Valdora Vini
A reconstruction of the YVY Calendar, with demo data.
One activity, from every record to every calendar
Tasks, calls, meetings and deadlines start from the records, reach whoever has to do them and show up in everyone's calendar, Google included.
- Accountinginvoice due datesEvery record
Born linked
From a contact, quote, project, ticket or invoice: the activity stays tied to its record.
Meeting · Valdora Vini - Activities
To whoever has to do it
The assignee gets the notification; whoever delegated it finds it under “Delegated”.
Assigned to Giulia, with Sara and Paolo - Subscriptionssubscription renewalsCalendar and Resources
A slot for everyone
Colleagues' calendars overlaid, each in its own colour; in Resources, who is free, hour by hour.
Thu 15:00 · all three free - Google Calendar
On Google too
Events go to Google with the Meet link; from colleagues only the busy time comes through, without titles.
Invitation sent · Google Meet
Ask, don't click
Every button is there. You may never press one.
Write, or even talk, to your chatbot: it goes into YVY and does things for you, with your permissions. It asks you to confirm before issuing anything, and every step stays in the activity log.
How much did we collect this week?€8,235.00 from 3 clients
Further reading
AI agents and automation in your ERP, with permissions
We connect your chatbot (Claude, GPT or another) to YVY via MCP, switch on the assistant and create AI agents with a human owner. You approve sensitive actions.
Services
Agency management software: a 20-point checklist
What business software for a communication agency must do: 20 points from quote to payment, the questions to ask in a demo, and when you don't need it.
Guide
Job order
A job order, or simply a job, is an engagement received from a client, with an agreed value, work to be done, and its own costs and revenue.
Glossary