Operations
Task Management
Tasks with an owner, a date and a status — not a list of intentions.
Task Management holds the work your team is actually doing: every task has an assignee, a due date, a priority and a status, and can be viewed as a board or as a list. Comments and attachments keep the discussion on the task itself, and tasks can be linked to the project or client they belong to.
Inside Task Management
What you get when you switch it on.
Task assignment
Every task has a named owner, so responsibility for a piece of work is recorded rather than assumed by whoever feels most guilty about it.
Due dates
Set when a task is due and see what is approaching or already late, which is the difference between a plan and a wish list.
Priorities and statuses
Mark how urgent a task is and where it has reached, so a busy list still makes it clear what to pick up next.
Board and list views
Work tasks as a board when you want to see flow between stages, or as a list when you want to scan, sort and filter.
Comments
Discussion happens on the task, so the reasoning behind a decision stays attached to the work rather than living in a chat thread.
Attachments
Files relevant to a task are stored on it, which means whoever picks the task up has what they need without asking for it.
Project and client linkage
Link a task to the project or client it belongs to, so work can be read both as an individual's list and as everything outstanding for a customer.
Inside the screens
What Task Management looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Task Management on for.
01
Running a team's workload
Assignees, due dates and statuses make it visible who is carrying what, before the imbalance shows up as a missed deadline.
02
Tracking work against a project
Tasks linked to a project show what is outstanding on it without maintaining a separate plan alongside the delivery.
03
Keeping client work accountable
Linking tasks to a client means everything open for that customer can be read in one place ahead of a call.
Features
Everything in Task Management.
- Assignee on every task
- Due dates
- Priority levels
- Task statuses
- Board view
- List view
- Comments on tasks
- File attachments
- Linkage to projects
- Linkage to clients
- Filtering and search across tasks
- Role-based access to task lists
How add-ons work
Task Management is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Task Management costs alongside the rest of your setup.
Build your priceWhat teams say
Task Management, in their words.
The Assets add-on has made equipment administration much easier. We have a central record of what we own, and Task Management helps us assign equipment-related work with clear responsibility.
We use Business Process Mapping to document how work moves between teams, then Task Management to assign the next steps. GetBizApps has made our process reviews more practical because everyone can see where responsibility sits.
Where it is used
Often switched on together
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Set out how the business actually makes money, on one structure.
ViewTo Do
The daily list, next to the work it belongs to.
ViewProject Template
Turn a project you have already delivered into the starting point for the next one.
ViewFAQ
Task Management questions.
What people ask before switching this one on.
Each task has an assignee, a due date, a priority and a status, along with its comments and any attached files. It can also be linked to the project or client it relates to, so the task carries its context rather than sitting on its own.
Yes. Tasks can be worked as a board, with columns by status showing how work moves between stages, or as a list when you would rather sort and filter. Both views show the same tasks, so it is a matter of which is easier for the job in hand.
A task can be linked to the project or client it belongs to. That means the same task appears both on the assignee's own list and against the project or customer, so nobody has to maintain two records of the same work.
Task Management is the platform's own task module: tasks are held in GetBizApps, assigned across the team and linked to projects and clients. The Microsoft To Do add-on is an integration that connects an existing Microsoft account so those tasks are managed from inside the platform, with Microsoft remaining the system of record.
Task Management is a GetBizApps Suite add-on for tracking team tasks. Each task carries an assignee, a due date, a priority and a status, can be worked as a board or as a list, holds its own comments and file attachments, and can be linked to the project or client it relates to. It is available at https://getbizapps.com/addons/task-management.
Task Management is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Task Management runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Task Management on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.