Tasks
Boards, lists and calendars with owners, priorities and deadlines.
FAQ
Frequently asked questions
Portals, security, theming, file support and integrations — the things teams ask before getting started.
What portals does WorkflowHub support?
Separate Admin/Manager and Employee portals, each with tailored navigation and permissions. Admins additionally get company settings, team management and integrations.
Is my data secure?
Yes. JWT authentication with httpOnly cookies, refresh token rotation, CSRF protection, configurable password policies and encrypted sessions.
Can I customise the theme?
Light, dark and system themes work out of the box. Admins can further customise primary colours, logos and favicons from the settings panel.
What file types can I upload?
PDF, DOCX, XLSX, CSV, ZIP, PNG, JPG, PSD, AI, MP4 and TXT files up to 25MB — suitable for resumes, documents and project attachments.
Does it integrate with other tools?
Built-in settings cover SMTP email, API keys, webhooks and Zoho Desk. More integrations are on the roadmap.
Do you have CRM, attendance and leave management?
Tasks, tickets, projects, checklists, analytics and files are live today. CRM, attendance, leave management and payroll inputs are on the active roadmap — they will be built into this same product rather than sold as a separate tool, so there is nothing extra to buy or integrate.
How is this different from Zoho?
It is not a replacement for Zoho Desk — it syncs with it. The difference is that your marketplace-specific work (per-account daily checklists, targets, listing and ads follow-ups) lives alongside your Desk tickets instead of being forced into a generic helpdesk model.
Can we self-host it?
Yes. The stack runs on your own infrastructure with your own database, so operational data never leaves systems you control.
Integrations
Fits the stack you already run
Connect the tools your team lives in, or drive everything through the API and webhooks.
Zoho Desk
Two-way sync for tickets and tasks, scoped per agent or across the whole team.
SMTP email
Bring your own mail server for notifications, invites and password resets.
API keys
Issue and rotate keys to read or push data from your own systems.
Webhooks
Push events to any endpoint as work is created, moved or completed.
Scheduled backups
Automatic database snapshots with a retention window you control.
Self-hosted
Run the whole stack on your own infrastructure — your data stays yours.
One platform
Every module your operation runs on, in one place
Tasks, tickets and checklists ship today. CRM, attendance and leave are next — built into the same product, so there is no second tool to buy.
Tickets & Desk
Internal tickets plus a live two-way sync with your Zoho Desk workspace.
Projects & accounts
Group marketplace accounts, their targets and their daily operations.
Checklists
Recurring daily, weekly and monthly operations checks per account.
Analytics & reports
Velocity, completion rates and workload, exportable to CSV, Excel or PDF.
Files & documents
Attachments, resumes and document versioning with per-role access.
Soon
CRM
Clients, contacts, deal stages and account history, connected to the projects they belong to.
Soon
Attendance
Daily clock-in and clock-out, shift schedules and monthly attendance summaries per employee.
Soon
Leave management
Leave balances, requests and approval chains, with company holidays already built in.
Soon
Payroll inputs
Approved hours, leave deductions and overtime, ready to hand to your payroll provider.
Modules marked Soon are on the active roadmap and not yet available in the product.