Task Management
Our Task Management features allow you to create tasks, assign responsibilities, set deadlines, and monitor progress - all in one centralized location.
No credit card or cancellation needed.
Increased Productivity
Reduced Errors
Improved Collaboration
Streamline Task Assignment & Tracking with Checklists
Transform your to-do lists into organized, actionable tasks. Our platform combines checklists with robust task management, ensuring nothing falls through the cracks.
Create Tasks Directly from Checklist Items
Easily convert checklist items into actionable tasks. Assign them to team members, set due dates, and track progress - all within the same platform.
Assign Tasks, Set Priorities, and Track Progress
Define task priorities, assign them to specific users, and monitor progress in real-time. Keep everyone aligned and accountable for completing essential tasks.
Automated Task Notifications & Reminders
Stay on top of deadlines with automated email and in-app notifications. Ensure tasks are completed on time with timely reminders.
Task Dependencies & Workflow Automation
Define task dependencies to ensure tasks are completed in the correct order. Automate task assignment based on completed checklist items for efficient workflows.
Customizable Task Views & Reporting
Tailor task views to suit your needs, with options for Kanban boards, list views, and calendar views. Generate reports on task completion rates and team performance.
Features of our Task Management Solution
Core Task Management Features
Manual Creation: Ability to manually create tasks with details (name, description, due date, priority, assignees).
Automated Creation: Tasks automatically created as part of a BPM process (e.g., a new order triggers a "Review Payment" task).
Multiple Assignees: Support for assigning tasks to multiple users or groups.
Dynamic Assignees: Assignees determined by business rules or process logic.
Recurring Tasks: Ability to schedule tasks to repeat at regular intervals.
Subtasks: Ability to break down larger tasks into smaller, manageable subtasks.
Task Details & Attributes:
Description: Detailed description of the task.
Due Date & Time: Specific deadline for task completion.
Priority: Indicate task urgency (High, Medium, Low).
Status Tracking: Clear status options (e.g., To Do, In Progress, Blocked, Completed).
Attachments: Ability to attach relevant documents and files.
Comments/Notes: Space for adding notes and context.
Dependencies: Ability to define task dependencies (e.g., Task B can't start until Task A is complete).
Checklist/Form Creation: Task details captured through configurable forms.
Task Views & Organization:
Task Lists: Multiple views for tasks (e.g., My Tasks, Team Tasks, Overdue Tasks, By Priority).
Filtering & Sorting: Ability to filter and sort tasks based on various criteria.
Kanban Board: Visual representation of tasks using a Kanban-style board (optional but increasingly popular).
Calendar Dashboard: Display tasks on a calendar view.
Business Process Management (BPM) Features
Process Context: Tasks inherit context from the originating BPM process (e.g., order ID, customer details). This information is readily available within the task details.
Process Variable Access: Ability to access and update process variables directly from the task interface.
Automated Transitions: Task completion automatically triggers the next step in the BPM process.
Escalation Management: Define escalation rules for overdue tasks (e.g., notify a manager after a certain time). Integration with BPM escalation workflows.
Process Instance Linking: Clear linkage between a task and the specific process instance it belongs to.
History Tracking: Full audit trail of task activity, including assignments, status changes, and comments. This is crucial for compliance and process analysis.
Data Mapping: Ability to map data between tasks and process variables.
Collaboration & Communication Features
Notifications: Real-time notifications for task assignments, updates, and deadlines (email, in-app, SMS - configurable).
Comments & Discussions: Threaded comments and discussions within the task details.
Mentioning/Tagging: Ability to @mention users to bring their attention to specific comments or questions.
Shared Task Views: Ability to share task views with teams or groups.
Delegation: Ability to delegate tasks to other users (with appropriate permissions).
Advanced Features
Mobile Access: Native mobile apps (iOS and Android) for task management on the go.
Task Analytics & Reporting: Dashboards and reports showing task completion rates, bottlenecks, and team performance.
Resource Management: View and manage user workloads and availability.
Service Level Agreement (SLA): Define SLAs for tasks and track compliance.
Rules Engine Integration: Leverage a rules engine to dynamically adjust task assignments, priorities, or deadlines based on specific conditions.
Anomaly Detection: Identify unusual task patterns or bottlenecks.
Checklist/Form Designer: Ability to create custom forms for task data capture, integrated with the BPM engine.
Technical/Admin Features
Role-Based Access Control (RBAC): Granular control over user permissions (e.g., view, create, update, delete).
Security: Robust security features to protect sensitive data (encryption, authentication, authorization).
Auditing: Comprehensive audit trails for all system activities.
Configuration Options: Flexible configuration options to customize the task management solution to meet specific business needs.
API & Integrations: Well-documented APIs for integration with other systems.
Scalability: The solution can be used by 10, 100, 1,000, 10,000 users from the same company.
Monitoring and Logging: Comprehensive monitoring and logging capabilities for troubleshooting and performance optimization.
Frequently Asked Questions
What is Task Management with Checklists?
Task Management with checklists allows you to break down larger projects into smaller, manageable tasks. Each task is represented as a checklist item, allowing you to track progress and ensure nothing is missed.
Do I need to create an account to use the software?
Yes, you'll need to create a free account to save your checklists and access all features. You can sign up for Free by click on the "Try for Free" button above.
How do I create my first Task Management checklist?
Simply click the "+ Create" button and give your checklist a title (e.g., "Project X - Phase 1"). Then, start adding your tasks as individual checklist items.
Can I use this software on my phone or tablet?
Absolutely! Our software is fully responsive and works seamlessly on all devices - desktops, laptops, tablets, and smartphones.
Can I assign tasks to other team members?
Yes! When adding a task, you can assign it to a specific team member from your account. They will receive a notification.
Can I add due dates to tasks?
Yes, you can! Click the calendar icon next to a task to set a due date and time. You'll receive reminders as the due date approaches.
How do I add notes or attachments to a task?
Click the "Notes" or "Attachment" icon (depending on your plan's features) to add more details or relevant files to a specific task.
Can I create recurring checklists for regular tasks?
Yes, you can create recurring checklists to automate tasks that need to be completed on a regular basis (daily, weekly, monthly, etc.)
How do I collaborate with my team on a checklist?
Share the checklist with your team members by inviting them to your account or by sharing a link. All team members can view and update the checklist in real-time.
How do I create subtasks?
You can create subtasks within a task to further break down complex work.
I'll need help. How can I contact support?
We're here to help! Visit our Support(link is on the right when signed in) and we'll respond as quickly as possible.
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