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Office & Automation

To-do lists and project boards
that chase themselves.

Every task assigned, dated, and tied to the family it's about. Every project on a drag-and-drop board the whole office can see. And the big ones — the dinner, the auction, re-enrollment season — generate their own checklists weeks ahead, so nothing lives in someone's head.

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Twenty-five logins. Twenty-five bills.
Twenty-five places your data lives.
Or one.

53Purpose-built capabilities,
one login
25Disconnected vendors
replaced
$0Software cost over
$1M card volume
8Institution types,
each pre-configured

Capabilities

From sticky notes to a system

Personal task lists

Assigned, dated, and tied to the family or project each task is about — with automation-created tasks landing on the right person's list by themselves.

Project boards

To Do → In Progress → Waiting → Done. Drag cards, assign owners, see the whole office's work on one screen.

Assign & notify

Put a card on someone's board and they get a WhatsApp ping — no 'did you see my email?' follow-ups.

Stuck-work alerts

A card sitting in Waiting for five days pings the menahel automatically. Nothing quietly dies in a column.

Event-prep autopilot

Eight weeks out, the dinner's full card set generates itself — caterer, journal, honoree, seating — assigned and dated.

Tasks from automations

Failed payments, incomplete forms, expiring certifications — the platform writes the to-do list from what's actually happening.

✦  Quick answer

What is task and project management for schools?

Task and project management software for schools turns office to-dos and big projects into assigned, tracked work: personal task lists tied to family records, kanban-style project boards with automatic notifications, and event-prep checklists that generate themselves weeks ahead — so the office and the dinner committee run on a system instead of memory and group chats.

Questions

Frequently asked questions

Can staff manage their own to-do lists in 613OS?

Yes. Every team member has a personal task list — each task with a title, due date, and the family or project it belongs to — and tasks created by automations land there too: the day-12 tuition call, an expiring certification, a reference to chase. The office opens one list instead of six sticky notes.

Does 613OS have kanban-style project boards?

Yes. Project boards run as visual columns — To Do, In Progress, Waiting, Done — with cards assigned to staff, dragged between stages, and automations firing on movement: assign a card and the owner gets a WhatsApp ping; a card stuck in Waiting for five days alerts the menahel. Honest scope: this is built for how an office and a committee work, not a replacement for dedicated construction-grade project software with subtasks and dependency charts.

How does event planning work with project boards?

The big events run on autopilot: eight weeks before the dinner, the full prep card set generates itself — book the caterer, open journal sales, confirm the honoree, print the seating chart — each card assigned and dated. The dinner committee gets a shared board instead of a group chat with 400 unread messages.

What makes this different from Trello or a to-do app?

Connection. A task about the Cohen family sits on the Cohen record with their whole history attached, and the platform's automations create tasks on their own — a failed payment, an incomplete form, a certification about to lapse — so the to-do list writes itself from what's actually happening in the school.

See office automations in action

Book a 30-minute demo and we'll show you exactly how this would run at your school.

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