Everything Your Business Needs To Run Smoothly.
From Task Management and SOPs to Attendance, Reporting, Accountability, and Team Execution — OptiFlow OS brings every operational process into one unified platform built for Indian MSMEs.
OS
Never Lose Track Of Work Again.
Tasks get forgotten in WhatsApp and verbal communication. OptiFlow gives every task an owner, a deadline, and a verifiable outcome.
WWHWE Framework
What, Who, How, When, Evidence — every task has a complete brief at creation.
Priority & Due Dates
Urgent, High, Medium, Low — sort and filter by what matters now.
Evidence Uploads
Photos, PDFs, screenshots — proof of completion attached to every task.
Verification Workflow
Captain approves or rejects each task before it's counted as done.
| Task | Owner | Due | Status |
|---|---|---|---|
| QC inspection — Line 3 | Ramesh K. | Today | Done |
| Update SOP v2.1 | Priya M. | Tomorrow | Done |
| Vendor dispatch — Order #482 | Anil S. | Jun 26 | Pending |
| Attendance reconciliation | Deepa R. | Today | Pending |
Stop chasing people for updates. Start seeing exactly what's done.
See Task Management LiveBuild Consistency Into Daily Operations.
Recurring work shouldn't need to be remembered. Checklists turn daily discipline into automatic habits.
| Checklist | Dept | Frequency | Done |
|---|---|---|---|
| Shop floor opening checklist | Production | Daily | |
| Machine maintenance — Line 1 | Maintenance | Weekly | |
| Dispatch quality gate | Logistics | Daily | |
| Month-end inventory check | Warehouse | Monthly |
Daily / Weekly / Monthly
Checklists auto-generate on schedule. No one needs to remember to start them.
Verification Gates
Every checklist item must be confirmed. Supervisor sees gaps in real time.
Completion Tracking
Visual dashboards show which departments are compliant and which are slipping.
Recurring Tasks
Link checklists to recurring tasks — each morning's checklist creates real tracked work.
Turn daily discipline into automatic systems. Zero manual reminders.
Explore ChecklistsTurn Every Assignment Into Accountability.
Delegation without verification is just hope. OptiFlow's Delegation Engine closes the loop — assign, execute, verify, report.
Delegation Tracker
Every delegated task has a status: Assigned, In Progress, Submitted, Verified, or Escalated. No task disappears into a black hole.
Verification Queue
Captains see all tasks awaiting verification in one queue. Approve or reject with one click. Evidence is right there.
Ownership Tracking
Reports show who completed what, on time vs late, verified vs rejected. Accountability becomes data, not opinion.
Delegation without verification is hope. OptiFlow closes every loop.
See Delegation In ActionOne Place For Every Task.
No more searching WhatsApp, Excel, and memory. The unified Worklist shows every task, checklist, approval, and alert in one screen.
Tasks
Assigned with priority, due date, evidence requirements
Checklists
Daily and recurring — auto-generated, time-bound
Approvals
Leave requests, purchase approvals, SOP changes
| Type | Item | Deadline | Priority |
|---|---|---|---|
| Task | QC report — Order #921 | Today 4PM | High |
| Checklist | Opening checklist | Today 9AM | Done |
| Approval | Leave — Sanjay T. | Tomorrow | Medium |
| Task | Dispatch schedule update | Today 6PM | High |
One screen. Every piece of work. Zero confusion.
Try Worklists DemoAttendance Built For Real Operations.
GPS-based attendance for field and on-site teams. Selfie verification. Shift tracking. All in one dashboard that HR actually trusts.
| Employee | Shift | Check-In | Location |
|---|---|---|---|
| Rajesh P. | Morning | 8:52 AM | On-site |
| Meena S. | Morning | 9:03 AM | On-site |
| Vikram D. | General | 9:58 AM | WFH |
| Anita K. | Evening | — | Not yet |
GPS Attendance
Field staff punch in from client locations. Geo-tagged, verifiable.
Selfie Verification
Photo check-in confirms the right person is at the right place.
Shift Tracking
Morning, general, evening, night — auto-assigned, auto-tracked.
Payroll-Ready Reports
Present, absent, late, overtime — exported for payroll in one click.
Know who showed up, who didn't, and where — in real time.
Explore AttendanceLeave Management Without Work Stoppage.
When someone takes leave, their tasks don't disappear. OptiFlow's Buddy System automatically reassigns work so operations continue uninterrupted.
Buddy Assignment
When leave is approved, active tasks auto-reassign to the designated buddy. No gap.
Leave Calendar
Whole team visible — managers plan around absence, not react to it.
Approval Workflow
Apply → Manager approves → Buddy notified → Tasks reassigned. One flow.
History & Analytics
Leave patterns per department. Plan hiring and shift adjustments with data.
| Task | Reassigned To | Status |
|---|---|---|
| QC — Batch #T-482 | Ruchi Mehta | Done |
| Checklist — shop floor | Ruchi Mehta | Pending |
| Vendor follow-up — ABC | Ruchi Mehta | Pending |
Leave shouldn't mean lost work. Keep every task moving.
See Leave ManagementCapture Knowledge. Scale Consistency.
When your best operator leaves, does the process leave with them? The SOP Library captures institutional knowledge so every new hire operates at your best person's standard.
| SOP | Dept | Version | Ack'd |
|---|---|---|---|
| Machine startup — Line 1 | Production | v2.4 | 18/18 |
| Dispatch quality gate | Logistics | v1.8 | 12/12 |
| Purchase approval flow | Admin | v3.1 | 14/16 |
| New hire onboarding | HR | v2.0 | 6/6 |
SOP Library
Central repository searchable by department, keyword, or linked task. No more dusty binders.
Version Control
Every edit is tracked. v1.0, v1.1, v2.0 — full history, no confusion about "which version is current."
Task-SOP Linking
Tasks auto-link to the SOP the doer needs to follow. Training happens at the moment of work.
Acknowledgement Tracking
Track who has read and acknowledged each SOP version. Prove compliance.
Don't lose decades of experience when your best people leave.
Explore SOP LibraryTrain Teams At Scale.
Courses, quizzes, certifications, and progress tracking — built into the same platform your team already uses every day.
Courses
Create structured training modules with text, images, videos, and attachments. Assign to individuals or entire departments.
Quizzes & Certifications
Test understanding after each module. Certifications prove competency — essential for compliance-heavy industries.
Progress Tracking
Who completed training? Who hasn't? Department-wise completion rates. Audit-ready reports.
Build a learning culture — not just a training calendar.
See Training ModuleNo More Lost Requests.
IT issues, facility repairs, purchase requests, HR queries — all in one ticketing system with department routing, priority levels, and resolution tracking.
Ticket Creation
Anyone can raise a ticket. Auto-routed to the right department. No more "I told someone about this."
Status Tracking
Open, In Progress, Resolved, Closed. Every ticket has an owner and an SLA. Nothing disappears into a WhatsApp group.
Resolution Analytics
Average resolution time, tickets per department, recurring issues. Fix root causes, not just symptoms.
Every request tracked. Every resolution measured.
Explore HelpdeskTurn Activity Into Insight.
Task completion rates, attendance trends, department performance, SOP adherence — every metric you need to run a data-driven MSME.
Daily Task Reports
What was assigned, completed, delayed, escalated — per person, per department. Exportable.
Attendance & Leave Analytics
Monthly attendance patterns, leave trends, overtime hours. Plan staffing with real data.
Performance Dashboards
Compare departments, identify bottlenecks, celebrate top performers. Data-driven management, not gut feel.
Stop guessing. Start measuring.
See Reports LiveThe Right Information At The Right Time.
Task alerts, approval requests, checklist reminders, leave notifications — multi-channel delivery keeps everyone aligned without the noise.
Task Alerts
New task assigned, deadline approaching, task overdue — relevant alerts to the right person, not the whole company.
Approval Requests
Manager gets an alert when a leave or purchase request needs sign-off. One tap to approve or reject.
System Updates
SOP updated, training assigned, checklist auto-generated — automated notifications keep adoption high.
Notifications that inform, not overwhelm.
See Notification SystemRun Operations From Anywhere.
Full-featured mobile experience built for owners, managers, and field staff who need to act on the go — not just a scaled-down web view.
Task Updates
Mark tasks done, upload evidence, comment — all from phone
GPS Attendance
Field staff punch in from client sites with geo-tagging
Approvals On-The-Go
Approve leave, verify tasks, check reports from anywhere
Your operations, in your pocket. Cross-device, always synced.
See Mobile ExperienceReady To See Every Feature In Action?
Discover how OptiFlow helps MSMEs improve accountability, visibility, productivity, and growth through one powerful operating system.