Momentum Module

Momentum Module

The Momentum module is a full-featured internal work and project management system built directly into your admin panel. It covers the full spectrum from lightweight task tracking to agile sprint planning — all without leaving the platform.

Universal Work Item Engine

A single WorkItem model handles 19 work types: task, ticket, issue, incident, bug, request, approval, change request, warehouse task, delivery task, return task, refund task, marketing task, HR task, finance task, vendor task, story, epic, and subtask. Every item gets a human-readable key (e.g., WORK-1042).

Core Features

  • Configurable Workflows — Statuses and transitions are data, not code; define your own workflow stages per project
  • Priority Levels — Low, Normal, High, Urgent
  • Item Relations — blocks, blocked-by, relates-to, duplicates, parent/child
  • SLA Timers — First-response and resolution targets on customer-affecting items; breach alerts run on schedule
  • ERP Links — Attach a work item to any platform entity: order, customer, product, return, refund, shipment, vendor, campaign, or support ticket — without duplicating data

Agile Planning (Premium)

  • Projects — Optional containers with member roles (owner, manager, contributor, viewer), milestones, and templates
  • Backlog — Ranked, drag-to-reorder backlog per project
  • Kanban Board — Columns map 1:1 to workflow statuses; moving a card executes a validated status transition
  • Sprints — Start/close lifecycle with burndown chart
  • Time Tracking — Worklog entries per item with manager approval flow; approved billable hours flow to Finance

Guest Access (Premium)

Invite external clients or vendors to a scoped project view via an unguessable token portal or email invitation — with their own role (viewer, commenter, approver) — without granting them admin access.

AI Integration

The AI assistant can summarize a work item, suggest next actions, and narrate reports. All AI proposals are queued for human approval before any action executes.

Reports

  • Throughput — Items completed per sprint/period
  • Workload — Open items per team member
  • Customer Impact — Customer-affecting items by status and SLA compliance
  • Time Sheet — Hours logged per user per project
Last updated: 7/1/2026
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