Word Task Pane
Your team drafts in Word, but assignments, due dates, and review status live in a separate tool. Checking what's due today means alt-tabbing out of the document you're already in, every time.
What it does
A lightweight add-in installs directly into Word and shows every proposal section assigned to you across every active bid, pulled live from Caprix -- read-only, so it never touches your open document. One click opens the full section back in Caprix when you're ready to work on it.
How it works
4 steps from start to result.
Install the add-in
Sideload the manifest once in Word (Insert > My Add-ins > Upload My Add-in), or have it deployed centrally by an admin.
Sign in
Log in with your existing Caprix account inside the task pane. No separate Microsoft or Azure login.
See what's due
Every section assigned to you, across every active bid, with its due date, in the Word sidebar.
Jump back to Caprix
Click a task to open that exact section in Caprix and keep editing where you left off.
Frequently asked questions
What is Word Task Pane?
A lightweight add-in installs directly into Word and shows every proposal section assigned to you across every active bid, pulled live from Caprix -- read-only, so it never touches your open document. One click opens the full section back in Caprix when you're ready to work on it.
What problem does Word Task Pane solve?
Your team drafts in Word, but assignments, due dates, and review status live in a separate tool. Checking what's due today means alt-tabbing out of the document you're already in, every time.
How does Word Task Pane work?
In 4 steps: Install the add-in, Sign in, See what's due, Jump back to Caprix.
Is Word Task Pane included in the Caprix AI plan?
Yes. Word Task Pane is included on the one Caprix AI plan, $249/mo. No feature-gated tiers.
Ready to try word task pane?
30-day free trial. Full access to every feature. $249/mo after your trial ends.
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