Home / Office Management
Core Module

Office Management

Announcements, tasks, approvals, reports, expenses, documents, contacts and field work — all team collaboration handled on one platform.

13
Feature Modules
Multi-step
Approval Workflow Engine
3
Report Types
Tasks
Task Collaboration
Notice
Announcements
Expense
Expense Claims
Docs
Document Sharing
Calendar
Schedule Reminders
Feature Highlights

Make Team Collaboration More Efficient

Covering every daily office scenario, seamlessly from information publishing to workflow approval

A Closer Look

Every Move in Office Collaboration, Carefully Refined

shangbangke.com/oa/dashboardToday
WOA Workspace · Mr. Wang
8
To-do tasks
3
Pending my approval
5
Meetings today
12
Unread announcements
📋 To-do Tasks 8
CRM module UAT testingToday
Huasheng Tech quote proposalTomorrow
Reply to customer Anna's email1 day overdue
Weekly report · this weekFri
📝 Pending My Approval 3
Ms. Chen · travel request2h ago
Mr. Li · reimbursement ¥1,8403h ago
Mr. Zhang · time-off requestYesterday
📅 Today's Schedule 5
09:30 Product weeklyRoom A
14:00 Customer visit HuashengField
16:30 Quarterly reviewRoom B

Personal Workspace: See Today's Priorities on One Screen

To-do tasks, pending approvals, today's schedule, unread announcements and KPI progress all aggregated — the moment you log in, you know exactly what's on your plate today. Cards are draggable, so everyone can configure their own workspace.

  • 4 core KPIs aggregated in real time
  • 4-column split: to-dos / approvals / schedule / announcements
  • Personalized card config + role templates
  • Mobile sync — handle things on the go
shangbangke.com/oa/announceRead Tracking
AAnnouncement Center · 12 total
All 12Unread 5Posted by Me 8Archived
Urgent
Notice on 2026 Q2 salary adjustment & income-tax filing
92% (118/128)
10 unread
HRHR · Today
Notice
Company team-building on May 25 (Sun) · itinerary
78% (100/128)
28 unread
AAdmin · Yesterday
HR
New-hire announcement · Welcome Mr. Zhang (designer) and Mr. Li (frontend) to the product team
100% (128/128)
All read
HRHR · 3 days ago
Notice
Finance system upgrade maintenance May 24, 22:00-23:00
64% (82/128)
46 unread
ITIT · 1 week ago

Announcements + Read Tracking

Every announcement auto-tracks read rate, and important notices auto-remind those who haven't read. No more "I never got the notice" disputes — HR, admin and IT can post with confidence.

  • Multi-tier categories: urgent / notice / HR / business
  • Precise targeting by department / role / individual
  • Real-time read-rate stats, auto-remind non-readers
  • Rich text + attachments + @ must-read recipients
shangbangke.com/oa/tasksKanban
TTask Kanban · Product Team
42
New this week
128
Completed this week
8
Overdue tasks
94.6%
On-time completion
To Start 8
High
CRM new version UAT testing
WC
📅 Today
Med
Huasheng Tech Q2 quote proposal
W
📅 Tomorrow
Low
Personal weekly report
W
📅 Fri
In Progress 5
High
Website mockup revamp
LD
📅 Fri
Med
Customer SOP documentation
Z
📅 Next week
High
Public-pool rules discussion
WL
⚠ Overdue
Completed 128
Low
New-hire system training ✓
HR
✓ Yesterday
Med
Ops weekly meeting minutes ✓
O
✓ Yesterday

Task Kanban: The Hub of Project Collaboration

Switch between kanban view, list view and Gantt chart. High/medium/low priority, owner avatars, due dates and overdue red flags let team leads grasp everyone's status in 30 seconds.

  • Three views: kanban / list / Gantt
  • Multi-user collaboration, @ mentions, comments and attachments
  • Automatic overdue alerts + CC to managers
  • Subtasks, dependencies and checklists
shangbangke.com/oa/approval/AP-26052003In Approval
AApproval Form · AP-26052003
86
Initiated this month
72
Approved
8
Rejected
4.2h
Avg. duration
Ms. Chen · Travel Request · Shanghai customer visit
Submitted: 2026-05-20 14:32 · No. AP-26052003
Destination
Shanghai
Dates
05-22 to 05-24 (3 days)
Budget
¥ 4,800
Customer
Huasheng Tech · Mr. Wang
Transport
High-speed rail 2nd class
Hotel
3-star ≤ ¥600/night
Chen submits
14:32
Manager Mr. Wang
Approved 15:48
Department Director
In review · 2h
3
Finance Director
Pending
4
Archive / CC HR

Multi-Level Approval Workflows

A visual drag-and-drop process designer fully supports conditional branches, parallel/serial flows, rollback nodes, CC and seals. 30+ templates for common forms work out of the box, and even complex flows can be built in 10 minutes.

  • Drag-and-drop designer with branching / parallel / serial flows
  • 30+ built-in templates: travel / reimbursement / sealing / onboarding-offboarding
  • Real-time visualization of approval-node progress
  • Approve from mobile in 5 seconds
shangbangke.com/oa/attendance/2026-05This Month
PAttendance Check-in · May 2026
19
Days present
2
Late
38h
Overtime
3
Field
Mon
Tue
Wed
Thu
Fri
Sat
Sun
28
29
30
1
2
3
4
5
6
7
8
9
10
11
12
13
📍
14
📍
15
16
17
18
19
20
21
22
📍
23
Now
24
25
Present Late / early leave Missed check-in 📍Field check-in

GPS / Facial Check-in + Monthly Attendance Report

Mobile GPS geofence check-in, facial recognition and on-site field check-in are all supported, with monthly anomalies clear at a glance. HR exports the attendance sheet at month-end without flipping through 5 Excel files.

  • Choose from GPS geofence / facial recognition / Bluetooth check-in
  • Field photo + location tagging + customer signature
  • Auto-detect anomalies: late / early leave / missed check-in / absence
  • One-click monthly attendance export, integrated with payroll module
shangbangke.com/oa/expenseThis Month
$Expense Reimbursement · ¥86,420 this month
42
Claims this month
¥64,800
Approved
¥18,200
In approval
¥3,420
Rejected
No.CategoryPurposeAmountStatus
EX-26052012 🍽Meals Customer visit · Huasheng Tech, Mr. Wang ¥ 1,840 Approved
EX-26052011 🚗Transport DiDi rides · 12 trips in May ¥ 686 Approved
EX-26052010 🏨Lodging Shanghai travel · 5-22 to 5-24 ¥ 1,560 In Approval
EX-26052009 📦Office Team office supplies purchase ¥ 2,486 In Approval
EX-26052008 🎉Team Event R&D team event · KTV + dining ¥ 3,420 Rejected

Expense Reimbursement + End-to-End Tracking

Snap an invoice photo and OCR auto-extracts the amount — submit a claim in 30 seconds. Track the approval flow in real time, and finance exports the bill and pays in one click at month-end, so no one has to chase reimbursements.

  • Invoice OCR recognition with auto-filled amounts
  • Grouped by category: meals / transport / lodging / office
  • Automatic budget-overrun alerts
  • Centralized finance payment + bank-enterprise direct connection
shangbangke.com/oa/calendarThis Week
CWork Schedule · Week 21
Mon 19
Tue 20
Wed 21
Thu 22
Fri 23
Sat 24
Sun 25
09:00
Product weekly
CRM UAT
Quarterly review
11:00
Customer Anna meeting
Proposal writing
14:00
Huasheng visit
R&D review
Weekly report
Team event · all day
16:00
1-on-1
18:00
R&D team dinner
Meeting Task Customer Leisure

Work Schedule + Smart Reminders

Switch freely between day / week / month views, with meetings, tasks, customer visits and personal reminders aggregated in one calendar. Multi-level reminders 15/30 minutes ahead, pushed via mobile + email — never miss an important meeting.

  • 4 views: day / week / month / agenda
  • Online booking of meeting rooms / resources
  • Smart conflict avoidance for overlapping time slots
  • ICS integration for interoperability with Outlook
shangbangke.com/oa/kb128 GB
KKnowledge Base / Cloud Drive · Full-Text Search
📁All Documents2,486
📁Mine128
📁Shared with Me48
📁Product R&D312
📁Requirements Docs
📁UI Designs
📁Review Records
📁Sales Materials218
📁Contract Templates86
📁HR Policies64
Favorites
🗑️Recycle Bin
All Documents / Product R&D / Requirements Docs
Requirements Docs · 32 items
📄CRM Enterprise Requirements Spec v3.2.docx
2.8 MB
Mr. Wang · Today
v3.2
📕Public Customer Pool Rules Design.pdf
1.4 MB
Mr. Li · Yesterday
v1.0
📊2026 Q2 Product Roadmap.xlsx
486 KB
Mr. Wang · 3 days ago
v2.1
🎨Customer Detail Interaction Spec v3.fig
8.6 MB
Mr. Li · 1 week ago
v3.0
📋May Review Meeting Minutes.md
24 KB
Ms. Chen · 1 week ago
v1.0
🖼️New Homepage Screenshots.zip
12.4 MB
Mr. Zhang · 2 weeks ago
v1.0

Knowledge Base + Cloud Drive + Full-Text Search

Team file storage, version control, share links and full-text search — all in one. New hires open the knowledge base to catch up on context, and veterans stop asking "where's that file?".

  • Unlimited-level folders + multi-tier permission control
  • Complete version history with one-click rollback
  • Full-text search: PDF / Word / image OCR
  • Share links (with password / expiry)

Frequently Asked Questions

Does SBK OA support mobile check-in?

Yes. Choose from GPS geofence check-in, facial recognition or Bluetooth check-in, with field photo + location tagging and customer signatures.

How many approval levels does SBK OA support?

Unlimited approval levels with a visual drag-and-drop designer, including conditional branches, parallel/serial flows, rollback nodes, CC and seals. 30+ built-in templates: travel / reimbursement / sealing / onboarding-offboarding.

Does the SBK OA knowledge base support full-text search?

Yes. It indexes full document text plus attachment content (PDF / Word / image OCR), with multi-dimensional filtering by customer / channel / time and millisecond results.

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