Transform Findings into Actionable Tasks
Convert inspection findings, issues, and incidents into tracked, assignable tasks. Manage task lifecycles from creation to completion with automated workflows, recurring schedules, and comprehensive tracking.
My Tasks
12 active tasks
Due: Today at 5:00 PM
Due: Tomorrow at 2:00 PM
How It Works
From task creation to completion, we've streamlined every step
Create Tasks
From inspections, issues, or manually with all details
Set Priority
Assign priorities with automatic due dates
Assign
Assign to users, groups, sites, or resources
Track & Complete
Monitor progress and complete with verification
Everything You Need
Powerful features designed to make task management effortless
Task Management
Complete task lifecycle management from creation to completion with comprehensive tracking and status management.
- Manual & automatic creation
- Status tracking
- Activity logs
Task Types & Statuses
Create custom task types with automatic numbering and define flexible status workflows with requirements.
- Custom task types
- Auto numbering
- Status workflows
Priority Management
Assign priorities with automatic due date calculation. Critical, high, medium, and low priority levels.
- Priority levels
- Auto due dates
- Timezone support
Recurring Tasks
Automate repetitive tasks with daily, weekly, monthly, or custom recurrence patterns. Never miss a task again.
- Daily, weekly, monthly
- Custom patterns
- Series tracking
Smart Assignment
Assign tasks to users, groups, sites, or resources with flexible assignment rules and notifications.
- User & group assignment
- Site assignment
- Resource linking
Analytics & Reports
Track task performance, completion rates, and team productivity with detailed reports and analytics.
- Completion reports
- Performance analytics
- Export options
Organize Tasks Your Way
Create custom task types, define status workflows, and set priorities that match your organization's processes. Automatic numbering, due date calculation, and flexible assignment rules make task management seamless.
Task Types
Recurring Task
Automate Repetitive Tasks
Set up recurring tasks that automatically generate new instances based on your schedule. Daily, weekly, monthly, or custom patterns—never miss a task again.
Smart Priority & Assignment
Automatic due dates and flexible assignment options
Priority Management
Assign priorities with automatic due date calculation based on priority levels.
Flexible Assignment
Assign tasks to users, groups, sites, or resources with sophisticated assignment rules.
Create Tasks from Anywhere
Automatically convert findings into tracked, actionable tasks
From Inspections
Auto-create from findings
From Issues
Convert issues to tasks
From Workflows
Automated creation
Manual Creation
Create directly
Advanced Task Features
Powerful features to organize, customize, and connect your tasks
Task Labels
Categorize and organize tasks with custom labels for better management and reporting.
- Create custom labels with color-coding
- Assign multiple labels to tasks
- Filter and search tasks by labels
- Organize by department, project, or category
Custom Fields
Extend tasks with custom data fields specific to your organization's needs.
- Text, number, date, dropdown, and checkbox fields
- Define fields per task type
- Required or optional field validation
- Enhanced reporting with custom data
Task Templates
Link tasks to inspection templates for verification workflows and quality assurance.
- Associate templates with tasks
- Create inspections from tasks
- Verify task completion through inspections
- Ensure quality and compliance
Task Relationships
Connect tasks to inspections, issues, incidents, and other tasks for comprehensive relationship management.
- Link tasks to inspections, issues, and incidents
- Create parent-child task hierarchies
- Define task dependencies
- Maintain complete task context and traceability
Task Notifications
Stay informed with automated notifications about assignments, due dates, and status changes.
Task Workflows
Automate task processes with workflow integration for complex business processes.
Task Scheduling
Automated task generation based on time-based triggers and schedules.
- Time-based task creation
- Daily, weekly, monthly, yearly schedules
- Schedule templates and rules
- Never miss scheduled tasks
Task Reporting & Analytics
Comprehensive insights into task performance, completion rates, and team productivity.
- Completion and status reports
- Performance analytics and trends
- Export to PDF, Excel, and CSV
- Data-driven decision making
Advanced Capabilities
Enterprise-grade features for comprehensive task management
Mobile Task Management
Access and manage tasks from mobile devices with full functionality.
- •View and update tasks on the go
- •Add notes and media
- •Receive mobile notifications
Task Approval Workflows
Implement approval processes for task completion with multi-level approvals.
- •Approval requirements
- •Multi-level approvals
- •Approval tracking and history
Task Integration
Connect tasks with other systems through API and webhooks.
- •API integration
- •Webhook support
- •Third-party integrations
Task Security
Enterprise-grade security with access control and audit trails.
- •Access control
- •Permission management
- •Audit trails and compliance
Best Practices
Tips for effective task management
Clear Task Descriptions
Provide detailed task instructions and context to ensure clarity and reduce confusion.
Appropriate Priorities
Set realistic priorities to help team members focus on the most important work first.
Timely Assignments
Assign tasks promptly to ensure work begins without delay and deadlines are met.
Regular Updates
Update task status regularly to maintain visibility and keep stakeholders informed.
Complete Documentation
Add notes and media to tasks to provide complete documentation and context.
Monitor Performance
Track and improve completion rates by monitoring performance metrics and analytics.
Trusted Across Industries
See how different industries use our platform
Manufacturing
- •Quality control tasks
- •Equipment maintenance
- •Safety compliance
Facilities
- •Maintenance tasks
- •Repair tasks
- •Inspection follow-ups
Healthcare
- •Equipment maintenance
- •Safety compliance
- •Regulatory tasks
Construction
- •Safety tasks
- •Quality control
- •Maintenance tasks
Food Service
- •Food safety tasks
- •Equipment maintenance
- •Hygiene tasks
Why Choose Our Platform?
Comprehensive
Complete task management from creation to completion
Automated
Reduce manual work with automated creation and assignment
Flexible
Adapt to your organization's unique workflows
Scalable
Handle tasks from small teams to enterprise operations
Integrated
Seamlessly integrate with inspections, issues, and workflows
Visible
Complete task visibility with reporting and analytics
Get Started in Minutes
Start your free trial and see how easy task management can be
Frequently Asked Questions
Everything you need to know about our Task & Action module
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