Task Management · Task and workflow management software
Turn any repeatable process into a clear workflow.
Work orders, inspections, client deliverables and maintenance requests all become tasks that move through the steps you define.
How Task Management works
Define the states work moves through
Build a reusable task pack
Create every task and due date in one step
Move work along the board
What changes
From how it usually goes, to how it could go.
Without it
Every job starts from a blank checklist or someone’s memory.
With it
A task pack creates every task and due date in one step.
Without it
Nobody is sure what stage the work has reached.
With it
Tasks move through the states you defined, on a board or in a list.
Without it
Deadlines slip by without anyone noticing.
With it
People assigned to a task get a reminder email before it’s due.
Without it
Nobody knows how long the work really took.
With it
A timer or typed entry on each task adds up to time spent against the estimate.
What it does
What you get with Task Management
Anyone who runs repeatable work: operations teams, project managers, agencies and service businesses.
Your own workflows
Define the states a task moves through and the moves allowed between them.
Boards and lists
Drag cards between states on a board, or filter and update tasks in a list.
Sub-tasks
Break a task into smaller pieces, one level deep, and see “3 of 5 done” on the parent.
Time spent
Start a timer, type your time or tap a common amount, and see totals by task, project and person. Managers see the whole team, with a CSV file.
Effort and estimates
Give tasks effort points and estimates, compare them with time spent, and see totals on boards and projects.
Projects
Group tasks into projects and sub-projects, with progress worked out from finished tasks.
Blocked until ready
A task can’t finish while a task it depends on is unfinished, unless someone who manages workflows overrides it.
Files, comments and history
Attach files, comment with mentions, follow a task by email, label it, and see who changed what.
Reusable task packs
Build a pack once, such as new hire onboarding, and create every task and due date in one step.
Due date reminders
People assigned to a task get reminder emails before it is due, with the time in your organization’s time zone.
CSV import and export
Bring in existing tasks and projects, and take your data out.
Connected
Task Management doesn’t work alone.
Your apps share the same people, customers, products and ledger, so work carries across without retyping.
What it doesn’t do yet
We’d rather you know now. These aren’t part of this app today.
- Custom fields
- Service-level timers and overdue escalation
- Fixed planning periods, with charts of work done per period
- Billing or pay from logged time
Straight answers
Questions about Task Management
Who is Task Management for?
Anyone who runs repeatable work: operations teams, project managers, agencies and service businesses.
What does Task Management connect to?
Automation: Tasks being created, moved, finished, assigned or falling overdue can start rules. Booking: Confirming a booking creates a task, and moving or cancelling the booking updates it. Bookkeeping: Bank line reviews can appear as tasks.
What doesn’t Task Management do yet?
These aren’t part of it today: Custom fields. Service-level timers and overdue escalation. Fixed planning periods, with charts of work done per period. Billing or pay from logged time.
Do I have to use every app to use Task Management?
No. Use only the apps you need and add more later. Each person sees only the apps you give them.
Used for
Businesses that could use Task Management
Try Task Management with your own business.
Create your organization and turn on only the apps you need, or tell us about your business first.