Workflow Management

Organize, prioritize, and track the progress of their daily tasks, ensuring nothing falls through the cracks and enhancing team productivity.

Assign multiple team members to the same task and client to allow for seamless collaboration.

Track progress and hit deadlines by setting custom start and due dates for projects.

Simplify complex workflows with subtasks. Assign users and accurately track their work.

Add tags to tasks and categorize similar work for easy searching and planning.

Bookmark commonly filtered searches to quickly find what you need.

Create custom tracking statuses to manage workflow progress the way you want.

Upload client documents and save them all in one place for easy access.

Supercharge productivity by bulk deploying task templates to multiple clients at once.

Enter estimated hours to enable easier capacity planning for all team members.

Filter custom datasets and easily export to an Excel file.

Collaborate with team members with comments. Provide feedback or ask questions.

Notify team members by @ mentioning them.

Tasks can be set to repeat daily, weekly, monthly, annually, or on your custom schedule.

Select multiple tasks and update them in bulk. Easily send multiple client requests in bulk to save time.

Easily request information or documents from clients.

Clients can receive automatic emails to complete pending requests.

Track all updates to tasks and files, including who made changes and when.