Task Management

Task Management — Simple. Powerful.
Task Management logo
Module Task Management

Task Management — Simple. Powerful. Built for Real World Workflows.

Managing work across teams — and especially with external groups like parents, vendors, or community members — doesn't have to be chaotic. Our Task Management module removes the friction of manual coordination and replaces it with a single, auditable workspace for creating tasks, collecting files, and tracking completion.

Create one task, add many recipients, and the system issues individualized tasks automatically. Each recipient receives a secure link to upload files or mark their step complete — and you track progress in one unified view.

How it works

  1. Create a task and add a clear instruction and deadline.
  2. Add internal and external recipients (parents, vendors, staff).
  3. Each person receives an individualized link and can upload files or mark completion.
  4. The system records every action in an immutable audit trail for compliance.

Why teams switch

  • Zero email copy-and-paste — send thousands of individual tasks from a single form.
  • External users upload securely without needing an account.
  • Every upload, notification, and status change is tracked for audit and reporting.
  • Quick filters make triage immediate: assigned to me, assigned by me, external, overdue.

External Tasking at Scale

Create one task, add dozens of recipients, and the system sends individualized tasks to each person — no spreadsheets, no manual emails.

Secure Uploads — No Accounts Required

Recipients can upload documents securely through a unique link. Files are stored and associated with the task for easy review.

Immutable Audit Logs

Every action is recorded for compliance: creation, notifications, uploads, comments, and completions — perfect for defensible processes.

Smart Notifications & Reminders

Automatic emails keep recipients on track. Creators receive alerts when tasks are completed or attachments posted.

Filters for Fast Triage

Quickly filter by assigned-to-me, assigned-by-me, internal vs. external, overdue, and completed — get to the work that matters.

Designed for Schools & Agencies

Works at any scale — from a single office collecting ten forms to district-wide programs coordinating thousands of parents.

Ready to simplify task coordination?

See how Task Management reduces email overload, collects forms, and provides a single view of completion — safely and audibly.