Kaziflow
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Record types

Not just tasks.
Whatever your team tracks.

Every piece of work in Kaziflow is a record. Decide what it's called, which stages it moves through and which details it holds, then run it on a board your whole team can see.

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Examples

Start from a type, make it yours

Pick one of these to begin, or create your own from scratch.

Tasks

Plan projects with owners, due dates, milestones and acceptance criteria that keep everyone clear on what done means.

Stages
1To do 2In progress 3Review 4Done
OPS-114Task
Book venue for the launch
OwnerWanjiru M.
Due dateFri, 7 Nov
MilestoneLaunch week
Estimate3 hours
Checklist2 of 4 done
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Leads

Run a sales pipeline from first call to signed deal, with values that add up per stage.

Stages
1New 2Contacted 3Proposal 4Won
SAL-021Lead
Tamu Bakery, 6 branches
CompanyTamu Bakery Ltd
Deal valueKES 390,000
SourceReferral
Next callTue, 4 Nov
OwnerAchieng O.
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Tickets

Catch every customer issue, set its priority and see what's waiting on whom.

Stages
1Open 2Investigating 3Waiting on customer 4Solved
SUP-087Ticket
Invoice not received
CustomerMoyo Logistics
PriorityHigh
ChannelEmail
ReportedToday, 09:12
AssigneeBrian K.
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Requests

Collect purchase, leave and IT requests in one place and approve them in order.

Stages
1Submitted 2Approved 3Ordered 4Delivered
REQ-032Request
Laptop for new hire
Requested byJoy N.
CostKES 95,000
DepartmentFinance
ApproverAchieng O.
Needed byMon, 10 Nov
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Hiring

Move candidates from application to offer with every interview note in one place.

Stages
1Applied 2Screening 3Interview 4Offer
HIR-008Hirin
Field sales lead, Kisumu
CandidatePeter O.
RoleField sales lead
InterviewThu, 6 Nov
Rating4 of 5
CVpeter-cv.pdf
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Side by side

Tasks, leads and tickets in one place

Different record types can share a project and a view. See the whole picture without jumping between tools or spreadsheets.

  • Mix record types on one board or list
  • Filter by type, owner or any field
  • Each type keeps its own stages and fields
Boards and lists
Why it matters

One tool instead of five

Your own names

Call records what your team calls them: deals, cases, orders, students or anything else.

Your own stages

Set the steps work moves through, from the first one to done.

Clear codes

Every record gets a short code like SAL-021 so it's easy to find and mention.

Bring your team's work into one flow

Set up your first board in minutes. Invite your team when you're ready.

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