PlusPoint

Operations Hub

Same login as the HR portal — one PlusPoint account for all apps.

Email Password

New staff member? Ask an admin to add you, then use “Forgot password?” to set your password.

PlusPoint

Operations Hub

Work

Clients & Operations

Administration

—

Dashboard

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Start from Task Template (optional)

Department Stage Client Project (optional) Assignee* Priority Due date* Estimated effort (minutes, optional)

Notes / brief

Repeats Repeat every

Workflow

Stage Checklist

Subtasks

Time

Blocked By

Blocks

Linked Tasks separate tasks spawned from this one — not the Subtasks checklist above

Files

Comments

New Client

Client name

Status CRM ID

Services (comma-separated) Contact

Add team member

Email (their PlusPoint login)

Name Job title

System role Colour

Departments

New Project

Project name

Client Template (new projects only)

Owner Status

Start date End date

Recurrence

Project team

Who's staffed on this project, beyond the Owner (always included). Members on the team show first when assigning this project's tasks.

Notes

New Template

Template name Description

Default department Recurrence

Active (selectable when creating projects)

Tasks title · department · days after start · priority

New Task Template

Task template name

Department Priority Suggested due — days from today

Default subtasks, comma-separated (optional — becomes the new task's starting checklist) Active (selectable from the New Task picker)

New Doc

Title

Folder (optional) Client (optional) Visibility

Content

New Content Request

Client Content type Requesting dept Fulfilling dept Assignee Due date Scheduled for Link (draft / published)

Platform(s)

Brief

Status

Reference files

Comments

New Lead

Company name

Contact name Status

Email Phone

Services interested in (comma-separated) Notes

Accept & set up project

Project template (optional)

Record CRM push

Manual entry for testing, or for recording a push your CRM sent outside the webhook. A real CRM integration should call the ops_webhook_crm_push function directly with this same shape — see README.

Client name CRM client ID

Quote ID Quote No.

Proforma No. Package price (AED)

Start date Term

Sales notes

Services

New Contract

Client Billing cycle Value Currency Start date Renewal date End date Status

Services (comma-separated) Notes

Entitlements what this contract includes each cycle

Record a delivery

Entitlement Qty

Linked task (optional)

New group chat

Group name

Add people

New Service

Service name Department

Price (AED) Billing

Active (shows in the catalog)

Customize dashboard

Choose which widgets appear on your dashboard (the KPI strip is always shown).