Activity and tasks

Every call, note and task, on the record itself.

Notes, emails, calls, meetings, documents and assignable tasks logged against the supplier, contract, sourcing event or saving they belong to — not in somebody’s inbox, not in a spreadsheet. Summarise what is on a record, including its latest activity, with AI.

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The oboloo way

What happened on this account is in somebody’s inbox.

The difference between a history somebody remembers and a record anybody can read.

Re: Re: FW:supplier_notes_v4.xlsxask Dave?
It is in someone’s inbox
The old way
  • Call notes typed into an email and sent to two people.
  • Meetings nobody wrote down, remembered differently by everyone.
  • Tasks agreed in a corridor and chased by text message.
  • Documents attached to a thread instead of to the record.
  • Notifications read once, then lost in a mailbox.
  • Whoever dealt with them last is the only person who knows.
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The oboloo way.
  • Notes, emails, calls and meetings logged against the record itself.
  • Documents attached to the entry that explains them.
  • Tasks assigned to a named colleague, with oboloo sending the email.
  • A second email when the task is completed, so nobody has to ask.
  • System notifications in the same stream, filterable by type.

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How it works

How activity and tasks should work.

Log a note, an email, a call, a meeting or a document against the supplier, contract, sourcing event or saving it belongs to. Assign the follow-up to a colleague and oboloo emails them. It all lands in one timeline you can filter by type.

1

Log what happened, where it happened

A note, an email, a call or a meeting recorded against the record itself, not in a mailbox and not in a spreadsheet.

2

Assign a task and oboloo tells them

Tasks are assignable, and you can @mention a colleague in an entry. oboloo emails the assignee when the task is assigned, and emails again when it is completed.

3

One stream, filtered to what you need

What people did and what the system did sit in the same timeline, filterable by type, so you can read only the calls, only the tasks, or all of it.

Why choose us

A record with no history is a record you cannot hand over.

One timeline per record, holding what people did and what the system did.

Everything against the record

Notes, emails, calls, meetings, documents and tasks sit on the supplier, contract, sourcing event or saving they relate to, so the history travels with the record.

Handovers stop being archaeology

When somebody changes role or leaves, the account history is already written down and already shared, instead of sitting in a mailbox nobody else can open.

Follow-ups that get followed up

A task is assigned to a named colleague and oboloo emails them on assignment and again on completion, so nothing depends on somebody remembering.

One stream instead of two cards

The Latest Activity timeline replaces the old Notes and Recent Notifications cards, so what people logged and what the system recorded are read in one place.

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Supplier Plus plan
Advanced supplier tracking when you need deeper control.
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  • Supplier compliance features
  • Supplier onboarding
  • Request documentation from suppliers
  • Custom fields and tabs, and much more
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Contract Plus plan
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  • Request or upload linked contract documentation
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Savings Plus plan
Advanced savings tracking when you need deeper control.
$20/month
  • Everything included in the free-forever plan
  • Unlimited savings milestones
  • Savings document attachments
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  • Custom fields and tabs
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More features

Activity and task features.

Everything the Latest Activity timeline does, on supplier, contract, sourcing and savings records.

Latest Activity on every record

Supplier, contract, sourcing and savings records all carry the same Latest Activity timeline, so there is one place to look whichever record you opened.

Notes logged against the record

A note goes on the record it is about, with who wrote it and when, instead of into an email that nobody else will ever see.

Calls and meetings written down

Log a call or a meeting on the record while it is still fresh, so what was said is readable by everyone who works on that supplier or contract.

Emails logged where they belong

Record an email against the record it concerns, so one person's mailbox stops being the only copy of what was sent and agreed.

Tasks you can assign to a colleague

A task is created on the record and assigned to a named colleague, so the follow-up stays attached to the thing it follows up on.

An email on assignment and on completion

oboloo emails the assignee when a task is assigned to them, and emails again once the task is completed. Nobody has to send either one.

Documents on the timeline

Attach a document to an activity entry, so the file and the explanation of the file arrive in the same place at the same time.

System notifications in the same stream

What the system recorded sits alongside what people logged, read-only, so a record shows both halves of its own history rather than one of them.

Filter the stream by type

Show only notes, only calls, only meetings, only tasks or only documents, or read the whole stream at once.

Quick answers

Activity and task FAQs.

Supplier, contract, sourcing and savings records. The same timeline sits on all four, so the history is wherever the record is.
Notes, emails, calls, meetings, documents and assignable tasks. Every entry is logged against the record it belongs to, by the person who logged it.
Yes. oboloo emails the assignee when the task is assigned to them, and emails again when the task is completed.
Yes. System notifications sit in the same stream as the entries people log. They are read-only, so what the system recorded cannot be edited.
The Latest Activity timeline replaces both of them. Everything those two cards used to hold is now one stream, filterable by type.
Yes. Team members can be @mentioned in Latest Activity entries, so the colleague a note concerns is named on the record itself rather than chased separately.

Read the blog.

BlogSupplier, contract and sourcing writing from oboloo

Practical writing on keeping supplier, contract, sourcing and savings records in order, including what belongs on a record and what does not.

Read the blog
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Put the history back on the record.
Notes, emails, calls, meetings, documents and assignable tasks on the record they belong to. Free forever, no credit card needed.