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.

Game changing technology helps people just like you.

See what our users are saying.

It’s a total business solution. I love being able to run my office virtually from anywhere. It has given me the freedom that I always wanted to have during the busy season.

Thomas Lee - MTP Financial Services

I started using the TAAX App appointment system and saw a quick increase in confirmed meetings with almost zero no-shows.

Lauren Ellis - Ellis and Associates

I love having all of my business tools on one dashboard. Virtual meetings are so much easier with having all of the customer data all in one place.

Mitch Thompson CPA

We joined TAAX App because we initially were trying to save money on all of the various apps. After using it for a month we noticed how much more organized our office was running.

Richard Breene - Diamond Mortgage

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.

Katy McMicheal - McMicheal Accounting

Watch how TAAX PRO can help you.

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.

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.

  • Enhanced Organization:

    Eliminate clutter and confusion by keeping every task, project, and deadline perfectly organized and easily accessible

  • Boosted Efficiency:

    Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.

  • Improved Collaboration:

    Foster clear communication, shared understanding, and seamless teamwork across all projects and departments.

  • Greater Accountability:

    Clearly define roles and responsibilities, track individual and team progress, and ensure tasks are completed on time and to the highest standard.

  • Reduced Stress:

    Gain peace of mind with a reliable system that manages all your tasks, minimizing last-minute rushes and preventing missed deadlines.

  • 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.

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

Streamline your team’s workflow with project boards

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 Stars 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 Stars in App Store and Google Play

Set up your account in
minutes—no contracts,
setup fees, or credit card
required.

  • Get Started Fast:

    Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.

  • Focus on What Matters:

    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.

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Need Help?

Frequently Asked Questions

Ofcourse. Adding employees to the system allows you to assign them specific roles, permissions, and responsibilities based on their job functions.

Certainly. Each task shows all of the members of your team and each can be added to the card along with the priority level.

Yes. Navigate to the left side panel, hover over the “Employees” section, then click on the “View Employees” option. Then assign the role.

Definitely. Via our team chat feature communication and document sharing can easily be handled without having to slow down production.

For sure. Each priority task is listed on the daily activity feed which is seen on the main dashboard and notifications window.