TasksPro

Delivery you can actually see.

Plan projects, assign owners and track everything from a board, table or calendar — with comments, dependencies and due dates where the work already lives.

4

Views on one dataset

0

Duplicate trackers needed

100%

Changes captured in the audit trail

What you get

Built for how this work actually runs

Multiple views

Board, table, calendar and gallery on the same dataset — no duplicated trackers.

Clear ownership

Assignees, priorities and due dates so nothing quietly goes stale.

Project progress

Roll-up progress per project with completion counts and upcoming deadlines.

Comments in context

Discussion attaches to the record, not a separate chat thread.

In detail

What is actually inside this module

Not a feature list — the mechanics of how records behave, who can change them and what happens next.

01

One dataset, four ways to read it

Every task lives in a single record. Switching view never copies data — the board a delivery lead uses and the table a finance manager exports are the same rows.

  • Kanban board grouped by status, owner or priority
  • Table view with inline editing, sorting and saved filters
  • Calendar view driven by start and due dates
  • Per-project roll-ups: open, overdue, completed this week
02

Dependencies and subtasks

Break large work into a tree and declare what blocks what, so a slipped date is visible before it becomes a missed deadline.

  • Unlimited subtask nesting under a parent task
  • Blocked-by / blocks relationships with cycle protection
  • Task 360 page showing history, comments, files and links
  • Automatic status hints when a blocker is still open
03

Collaboration on the record

Threaded comments, mentions and attachments sit on the task itself, so context survives staff changes and handovers.

  • Threaded comments with @mentions and notifications
  • File attachments stored with per-tenant access control
  • Full activity trail: who changed what and when
  • Watchers get alerted on status and due-date changes

Workflow

How the workflow runs

  1. Step 1

    Create a project

    Set the client, owner, dates and budget context in one form.

  2. Step 2

    Break it into tasks

    Add tasks and subtasks, then declare blockers between them.

  3. Step 3

    Assign and schedule

    Owners, priorities and due dates push work into people's queues.

  4. Step 4

    Track to done

    Progress rolls up to the project and into the weekly report.

The TasksPro journey

Where this fits in the bigger picture

Every record — whichever module it starts in — moves through the same continuous workflow from intake to closure.

  1. Request

    The work has been asked for or captured.

  2. Plan

    Scope exists as a project, job card or estimate.

  3. 3Assign

    Someone owns the work.

  4. 4Collaborate

    Time, notes, files or comments are on the record.

  5. 5Review

    Approved internally or accepted by the client.

  6. 6Complete

    The work is finished and signed off.

  7. 7Invoice

    An invoice has been raised for the work.

  8. 8Get paid

    The invoice is settled in full.

Timesheets book hours against the same project

Job cards inherit the client and project

Invoices bill from delivered work

Who it is for

What each role gets out of it

Delivery managers

See every open commitment and who owns it without chasing updates.

Team members

A single queue of what is due, in priority order.

Directors

Project-level progress and slippage without reading task detail.

Questions

Common questions about this module

Can tasks belong to a client as well as a project?

Yes. Tasks inherit the project's client, and the client account page shows every task, job, quote and invoice for that client in one timeline.

Do subtasks affect project progress?

Progress rolls up from completed tasks. Subtasks contribute to their parent, and the parent contributes to the project.

Is task data isolated between companies?

Yes. Every row is scoped to your workspace and enforced at the database level, not just in the interface.

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