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PlusPoint
Operations Hub
Same login as the HR portal — one PlusPoint account for all apps.
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Dashboard
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+ New Task
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Archive
✕
Department
Stage
Client
Project (optional)
Assignee
Priority
Low
Medium
High
Urgent
Due date
Notes / brief
Workflow
Subtasks
Add
Comments
Post
Close
Save
New Client
✕
Client name
Status
Active
Onboarding
Paused
Ended
CRM ID
Services (comma-separated)
Contact
Cancel
Save
Add team member
✕
Email (their PlusPoint login)
Name
Job title
System role
Member
Team Lead
Admin
Owner
Colour
Departments
Cancel
Save
New Project
✕
Project name
Client
Template (new projects only)
Owner
Status
Active
On hold
Completed
Cancelled
Start date
End date
Recurrence
None (one-off project)
Weekly
Monthly
Quarterly
Notes
Cancel
Save
Project
✕
New Template
✕
Template name
Description
Default department
Recurrence
None
Weekly
Monthly
Quarterly
Active (selectable when creating projects)
Tasks
title · department · days after start · priority
+ Add task row
Delete
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Save
New Content Request
✕
Client
Content type
Post
Reel
Story
Article
Graphic
Video
Other
Requesting dept
Fulfilling dept
Assignee
Due date
Scheduled for
Link (draft / published)
Brief
Status
Comments
Post
Close
Save
New Lead
✕
Company name
Contact name
Status
New
Contacted
Accepted
Project set up
Converted
Lost
Email
Phone
Services interested in (comma-separated)
Notes
Accept & set up project
Project template (optional)
✓ Accept lead
Cancel
Save
New Contract
✕
Client
Billing cycle
Monthly
Quarterly
Annual
One-time
Value
Currency
Start date
Renewal date
End date
Status
Active
Expiring
Expired
Cancelled
Services (comma-separated)
Notes
Entitlements
what this contract includes each cycle
+ Add entitlement
Record a delivery
Entitlement
Qty
Linked task (optional)
✓ Record delivery
Close
Save
Customize dashboard
✕
Choose which widgets appear on your dashboard (the KPI strip is always shown).
Reset to default
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