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OpenTechnologyApp: A Client Portal and Dashboards, Backed by Workflow Automation

March 29, 20266 min
Workflow Management

OpenTechnologyApp is a modern task manager built for teams who need real power without enterprise complexity. Take client work in through a branded portal, answer it with live dashboards, and run everything — customers, tasks, and items — under one roof.

→ Visit the OpenTechnologyApp landing page

Project templates

Spin up a fully-configured project in one click — queues, dashboards, automations, and example items all included. Three standouts:

  • IT Device Audit — Fleet health monitoring, audit findings, and scheduled daily/weekly audit work. Three queues, two dashboards, and five triage playbooks, pre-loaded with example data — no live device-manager connector included out of the box.
  • Access Automation — Google Lifecycle — Google Workspace joiner/mover/leaver work as tracked, checklist-driven items. Marking a case ready auto-creates the linked Google task and IT ticket; the actual account changes stay a manual playbook until you connect your own tooling.
  • Project Management — Request intake, sprint planning, epics, stories, and milestone tracking combined into one agile delivery space.

Each template is a starting point, not a cage — rename fields, add queues, or rewire automations once it's created.

Features

Client portal

An external-facing portal lets clients submit, track, and view their own items without shared logins.

Client portal view
  • Organization branding with a queue-specific portal name and notice
  • Clients see only their own submitted items
  • No-login submit; an optional portal account adds tracking

Live dashboards

Widget-based dashboards give teams a real-time view of workload, priorities, and progress.

Live dashboard with calendar and priority widgets
  • Calendar view with inline item previews
  • Priority breakdown charts (Low / Medium / High)
  • Queue distribution widgets with percentage splits

Task queues

Structured queues organize every item with status, priority, type, and assignee — all in one clean view.

Task queue view
  • Filter, sort, and export items at any time
  • Parent/child item relationships for complex work
  • Customizable columns per queue

Workflow automation

Trigger-based automations eliminate repetitive manual steps across every queue.

Workflow automations list
  • Auto-assign, escalate, and move items on condition
  • Status-change triggers with comment injection
  • Email and webhook notification actions built in

By project

Projects group related queues, dashboards, portals, and automations into one organized space.

Project overview screen
  • Role-based access: Admin, Member, Viewer
  • Multiple projects side by side in the sidebar
  • Each project is fully self-contained

Access Control

Role-based access enforced server-side. A demoted user's next request is rejected immediately — no restart, no delay.

RolePermissions
AdminManage users, all settings, automations, billing, and full data access. Read/write items, comments, and time entries.
MemberRead/write access to items, comments, and time entries, subject to owner-configurable create, edit, delete, export, and project-creation permissions.
ViewerRead-only access to granted work. No item, comment, or time mutations — enforced server-side.
Client portal accounts are separate from these three roles — Public no-login intake; an optional portal account lets clients track their submitted and assigned requests. Branding is org-level with a queue-specific notice; form fields reflect the project's configured fields.

Showcase projects

Admins can mark any project as a showcase project. All authenticated users — including free-tier accounts — can browse showcase projects in read-only mode. This lets new users explore real project structures, queues, dashboards, and automations before building their own.

Subscription tiers

Core features are on every hosted plan; tiers control scale (projects, users, items, automations) and when API keys and inbound webhooks unlock. Self-hosting removes the limits entirely.

FreeStarter ($20/mo)Pro ($120/mo)Self-Host ($299 once)
Projects1525Unlimited
Users11050Unlimited
Items5050010,000Unlimited
Automations25/project25/projectUnlimited
Dashboards13/project10/projectUnlimited
API keys—315Unlimited
File storage100 MB1 GB10 GBUnlimited

Sign up free at opentechnologyapp.com, then upgrade from inside the app. Cancel anytime via Stripe.

→ See full pricing details

Get in Touch

Interested in a topic? Drop a note and select a category. I'm also available for a free consultation meeting — reach out and we'll set something up.