Planner
Cross-team tasks that don't fall through.
Becko Planner is the connective tissue between sales, ops, finance and content. Every task is linked to a booking, a customer or a campaign — so context never gets lost in chat.
Task Management
Tasks linked to the work they actually serve.
Every task can attach to a booking, a customer, a quotation, an invoice or a campaign. Context jumps with the task — no more chasing across tabs to understand what someone's asking.
- Link tasks to bookings, customers, quotes, invoices, campaigns
- Assign, due-date, priority, subtasks, dependencies
- Kanban, list and calendar views
- WhatsApp + email task notifications
Confirm flight times · Maldives #4821Today · Nia
Send balance reminder · PatelOverdue · Sara
Approve Bali campaign creativeTomorrow · Imran
Reconcile Sept Emirates statementFri · Finance
Onboard new Hotelbeds tierNext wk · Ops
Planner Insights
See what's slipping. See who's drowning.
The insights view flags overdue tasks by owner, blocked dependencies, and load distribution across the team. Stop discovering problems in the Friday stand-up.
- Overdue heatmap per agent & per team
- Load distribution & capacity warnings
- SLA-aware escalation suggestions
- Weekly digest sent automatically
Tasks open
182
Overdue
14
Done this wk
96
Per-agent task load · Mon → Sat