Task Manager
Your Team's command center
for getting things done
See your entire project at a glance and empower your team with total clarity. Boards are your high-level overview.
Within each board, you can create lists to represent the different stages of your workflow. It’s completely flexible
to match the way your team works.
Replaces
BOOST PRODUCTIVITY AND OVERALL ORGANIZATION
Streamline your team’s workflow
with project boards
Your all-in-one solution for bringing clarity, efficiency, and collaboration to your entire team. Designed to seamlessly integrate with your existing TAAX App Pro tools, it empowers you to manage projects, track progress, and conquer your to-do list with confidence.
Effortless Task Creation & Management
Easily create, assign, and manage tasks. Define due dates, set priorities, and add detailed descriptions to ensure clarity. You can also attach relevant files and notes directly to each task, keeping all necessary information in one place
Seamless Team Collaboration
Work smarter, not harder, with integrated collaboration tools. Assign tasks to specific team members, track their progress in real-time, and facilitate discussions through comments. Utilize shared workspaces to keep everyone aligned on project goals and deliverables.
Recurring Tasks & Subtasks
Automate routine work and efficiently manage complex projects. Set tasks to repeat automatically on a schedule that fits your needs, and break down larger goals into multi-level subtasks. Manage dependencies to ensure tasks are completed in the correct order, and use project templates for consistent execution.
Visualized Progress & Reporting
Gain a clear understanding of your team's workload and project status. Access customizable dashboards that provide visual overviews of ongoing work. Generate performance reports to track individual and team productivity, view workload overviews, and visualize project timelines to stay on schedule.
CUSTOMERS REVIEWS
Game changing technology helps
people just like you.
See what our users are saying.
Katy McMicheal
McMicheal Accounting
“The automated marketing has really helped me build my business. I’ve quickly expanded from only having local clients to having national clients using the virtual meetings.”
Chad Littlefield
Co-founder, We and Me
“I thought it was time for a little thank you I’m just feeling extra grateful, and I just sent the survey over, just tens all across the board…”
SMARTER PROJECT WORKFLOW
Empower your team with
total clarity
Stop missing deadlines and start achieving your business goals. Task Manager simplifies task creation, team coordination, and
project oversight. Each feature is designed to boost your team's productivity and keep everyone aligned.
Advanced Filtering & Search
Quickly locate any task or project detail. Our powerful search function allows for instant retrieval, while multiple filter options let you narrow down tasks by assignee, due date, priority, status, and more. Save your frequently used search criteria as custom views and use tagging for enhanced organization
Smart Notifications & Reminders
Never miss an important update or deadline. Receive customizable alerts for new task assignments, approaching due dates, and critical changes. Get email and in-app notifications, including daily digests, and specific overdue reminders to keep projects on track.
Invoicing & Billing
Generate tasks related to billing, such as sending follow-up reminders for overdue invoices, preparing monthly statements for specific clients, or reviewing payment discrepancies. This ensures financial tasks are never overlooked and are integrated into your team's workflow.
Calendar
Visualize all your tasks alongside your scheduled appointments and events in a unified calendar view. Interactions or requests from the Client Portal can trigger tasks for your team, ensuring prompt follow-ups and service delivery. Reduce inbound calls and emails for routine requests, freeing up your team to focus on higher-value tasks and proactive client service.
Maximize Efficiency and
Simplify Your Day
Stop being overwhelmed trying to multitask.
Virtual Office:
TAAX APP is your virtual office, eliminating the need for expensive software and complex integrations.
Maximize Efficiency and
Simplify Your Day
Stop being overwhelmed trying to multitask.
Boost Productivity:
Simplify your workload and free up valuable time to grow your business.
Effortless Organization:
Stay organized and on top of your schedule with intuitive appointment management tools.
The Benefits for Your Business
Implementing the TAAX App Pro Task Manager will transform your operational efficiency and team collaboration. This section highlights the tangible advantages businesses gain by centralizing their task management.
-
Greater Accountability
Clearly define roles and responsibilities, track individual and team progress, and ensure tasks are completed on time and to the highest standard.
-
Data-Driven Decisions
Leverage comprehensive reports and insights to make informed decisions about resource allocation, project planning, and overall business strategy.
Ready to Elevate Your Team's Productivity?
Discover how the TAAX App Pro Task Manager can revolutionize the way you work
EFFORTLESSLY NAVIGATE PROJECTS AND PROCESSES
Seamless integration with TAAX Pro
The TAAX App Pro Task Manager is not a standalone tool but a fully integrated component of your complete
business ecosystem. This integration ensures a unified workflow where tasks connect effortlessly with other
crucial aspects of your operations
Customer Manager
View new lead acquisitions, monitor client engagement metrics such as recent communications and activity timelines, and receive critical client alerts directly on your dashboard. Quickly identify clients needing attention, track changes in client status (e.g., from lead to active), and gain a snapshot of your client relationships.
Document Manager
Easily attach and share relevant documents from your Document Manager to tasks, providing immediate access to necessary files for project completion.dates and deadlines. Get alerts for new document uploads, shared files, or pending e-signature requests.
Seamless data exchange between the
Pro and Customer Apps
Client mobile app
The Customer App automatically exposes your business nationally. Customers can search, book, communicate and send documents via the app.
⭐⭐⭐⭐⭐ 5.0 in App Store and Google Play
Pro mobile app
Professionals can access all of the tools on one easy platform. Build stronger relationships and deliver exceptional service, regardless of location.
⭐⭐⭐⭐⭐ 5.0 in App Store and Google Play
Set up your account in minutes—no contracts,
setup fees, or credit card required.
Get Started Fast: Set up your account and start exploring the powerful features of TAAX APP in just minutes. No complex configurations or lengthy onboarding processes.
Focus on What Matter: No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease.
Experience the All-in-One Advantage: TAAX APP is your one-stop shop for success. Manage appointments, streamline workflows, connect with clients, and more – all from a single, user-friendly platform.
Start Free TrialNeed Help?
Frequently Asked Questions
