Workflo

Task Management
Organize work with clarity and control

Create, assign, and track tasks to drive accountability, meet deadlines, and keep progress visible.

Task Management

All your relationships, organized

Unified Contact List

Store and manage all client details with quick search and filters.

Set clear deadlines

Choose a specific due date and time, or define a time range for tasks that stretch over multiple days.

Assign ownership

Designate one person responsible for the task to ensure accountability and avoid confusion.

Unify Teams Around Active Work

Create a single task record

Add tasks to multiple projects so each team can track work their way.

Engage collaborators

Loop teammates into tasks by adding them as collaborators, ensuring they receive updates and can communicate directly through comments.

Plan seamless teamwork

Build templates for recurring task types, from work requests to meeting action items to streamline collaboration.

@Mention Team Members

Tag teammates directly in tasks or comments to grab attention fast.

Visualize Work Your Way

Switch to Kanban for flow

Drag and drop tasks across columns to track progress visually and manage work in stages.

Plan with Calendar view

See tasks mapped over time to spot overlaps, meet deadlines, and stay ahead of schedule.

Organize with List view

Scan tasks in a structured format for quick sorting, filtering, and bulk updates.

Choose Your Layout

Full Screen Mode

Expand your workspace to focus fully on tasks without distractions.

Side View Docking

Keep task views always open alongside other work for seamless multitasking.

Filter and Focus

Advanced Filtering

Slice through tasks by assignee, due date, or custom labels.

Save Favorite Filters

Store frequently used filters for quick access anytime.

Dynamic Search

Find tasks instantly with keyword-based search across all views.

Stay on Top of Activity

Real-Time Updates

Watch changes as they happen so you never miss progress.

Activity Feed

Track who did what and when, all in one transparent timeline.

Audit Trail

Maintain accountability with a full history of updates and actions.

Frequently Asked Questions

Curious about how Task Management can help your team stay organized and on the same page?