Enter the owned private board
The entry route resolves the right private board so the team starts from the real working surface instead of a detached list page.
Private deal workspace
Run deal work, task collaboration, and stage movement from one private board.
My Deals is the private-board layer behind owned deal and project work in Einsys. Teams enter through the private board, open task workspaces, keep files and comments close, collaborate with multiple internal users, and move work through sections without breaking the record apart.
My Deals
Built to stay connected to the surrounding Einsys operating flow.
What this module helps you do
Keep the core operating action clear.
Each module page stays grounded in the routes and page flows that exist today, so the message stays useful to real teams instead of turning into vague feature claims.
Open the task workspace for detailed work
Create or edit deal tasks inside the workspace where files, comments, collaborators, and task todos stay tied to the same record.
Keep public discovery tied to private execution
Marketplace posting hands off into My Deals task creation so discovery and authoring stay connected instead of splitting into separate systems.
How it works
Follow the operating flow the product already supports.
The page structure is shared, but each sequence below follows the saved product flow for this module rather than pretending every module behaves the same way.
Resolve the board
Start from the My Deals entry route and land on the owned private board for the current user or company context.
Create or open the deal task
Use the board and section flow to create a new task workspace or reopen the existing deal record that needs work.
Collaborate in the workspace
Keep internal contributors, files, comments, and task-todo detail on the same private record while the work progresses.
Move the deal forward
Change sections, mark work done, handle assignments, and continue into downstream operational or finance steps from the same deal flow.
Core capabilities
Designed to stay practical, not vague.
These capabilities are written around the routes, page surfaces, and saved controller flows currently present in the local codebase.
Private-board entry and stage flow
My Deals is built around an owned private board with sections that represent the working stages of the deal or project.
Task workspace detail
The deeper workspace keeps task detail, files, comments, and collaborator context close to the same record.
Task detail and mutation routes
Teams can add, update, move, archive, delete, and mark tasks done without leaving the private-board system.
Assignment and follow-through control
Request, approve, or deny assignments while keeping the deal tied to the same operational record.
Marketplace posting continuity
Public opportunity posting stays connected to private task authoring instead of becoming a standalone marketing-only flow.
Works with
Stay connected across the rest of Einsys.
Modules do their own job, but the value grows when the surrounding records, queues, and follow-through routes stay close.
Marketplace
Keep public discovery and posting tied to the private board where the team manages the real work.
Work ItemsPush assigned task todos out to assignees without breaking the deal or project context.
SchedulerMove planned work and timing changes into the schedule while keeping the same canonical task records.
ContactsKeep customer, supplier, and account context visible while the deal or project moves forward.
InvoicingContinue into billing workflows when the deal reaches the point where documents need to be issued.
Built for your team
Useful to the people who actually run the work.
The angle changes by role, but the same saved product flow stays underneath the page: clearer records, better control, and less context switching.
Commercial teams
Keep the private deal flow structured from the first board stage through the next operational action.
Project and delivery leads
Use one workspace for internal coordination, attachments, comments, and stage movement.
Collaborating contributors
Work the same deal or project record together instead of fragmenting it across several tools.