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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, security checks, decommission tracking, and remediation. One inventory queue, one alerts dashboard, full automation coverage.
  • Access & Identity — Webhook-driven joiner/mover/leaver lifecycle. Employees are items, per-app access columns are the register, and automations enforce onboarding, offboarding, and device-return with grace periods and escalation.
  • 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
  • Branded portal per queue with custom notices
  • Clients see only their own submitted items
  • Form fields fully configurable per portal

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
  • Slack and email 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.

Open Technology App Role-Based Access Control
  • Admin — Manage users, all settings, automations, billing, full data access, read/write items, comments, time logging
  • Member — Read/write items, comments, time logging, full project access
  • Viewer — Read all items, time logging, public comments

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

Every feature works on every tier — tiers only control scale (projects, users, items, automations).

FreeStarter ($20/mo)Pro ($120/mo)
Projects1525
Users11050
Items5050010,000
Automations25/project25/project
Dashboards13/project10/project
API keys315
File storage100 MB1 GB10 GB

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.