Projects, boards and your own objects – right where your email is
Most teams run their work in two places: email, calendar and files in one tool, the plan in another – Trello, Jira, Asana or a spreadsheet. Emails get copied into tasks, files are uploaded twice, and the AI in one tool knows nothing about the other. From today, Xenaxio has Projects: boards, tasks and your own kinds of records, right where your email already is.
Boards and tasks
A project has its people, an owner, a due date and – if you like – stages. Its board has your own columns; tasks move with the mouse, a finger or the keyboard. Every task has an assignee, a due date, a priority, labels and a checklist, and a number like P-12-7 that you can name in an email or in Rooms.
- Mentions and watchers: write *@Anna* in a comment and Anna is notified; whoever watches a task hears about comments, a new due date and when it is done – in the bell, as a push and, if they want, by email.
- Reminders: on the morning a task is due, its assignee is reminded. Your tasks with a due date also show in your calendar.
- Templates: start an employee onboarding, a trade fair, a website or a customer order from a ready-made template – or save your own project as one. Due dates become “+3 days from the start”.
- Sub-projects and swimlanes: the parent project’s board can show every task of its sub-projects; group the board in swimlanes by person, sub-project, priority or label.
Files, emails and history
Emails and files from your Files can be linked to a project or a single task. Files you attach to a project or task stay with it – encrypted, with the project’s rights: whoever sees the project sees its files, and a copy goes to your own Files with one click. Every record keeps a history: who changed the title, a stage, a field, the people or a file, and when.
Your own object types
Projects are only the first type. Your admin can add more – contracts, vehicles, candidates, customers – like custom objects in Salesforce, without code: fields for text, numbers, amounts, dates, choices, people, links to other records, files and pictures and places (an address or coordinates that open in Google Maps, Apple Maps or OpenStreetMap). Stages if you need them, a table and a board, CSV import and export, and who sees and creates records – everyone, the people of a record, or groups. Each type can get its own entry in the menu.
With the AI assistant – and in Claude
The AI assistant knows your projects: “What is overdue in the trade fair project?”, “Create a task for Jonas to book the hotel, due Friday”, “Start a project from the onboarding template for our new colleague”. Through the MCP connector the same works from Claude. As always, the assistant works with your rights, and changes happen only after you confirm.
What it is not
Xenaxio is not a CRM: there is no sales pipeline, forecast or quote. And it is not Notion: there are no pages or wikis yet. If you need a CRM, connect it to the assistant – and keep the projects, records and files that belong to your email in Xenaxio.
Projects are part of every Xenaxio workspace – in our cloud in Germany or on your own servers. See the Projects page or get in touch.