Work assigned, tracked and linked to the record behind it.
Tasks organizes work into projects, lists, boards and a calendar. Assign an owner and due date, tick off checklists, and link the task to the customer, invoice, PO or appointment it belongs to.
- List, board and calendar
- Projects and checklists
- Linked records
What it does
Assign work, track progress, and link it to the rest of the business.
Tasks organizes work into projects, lists, boards and a calendar. Assign an owner and due date, tick off checklists, and link the task to the customer, invoice, PO or appointment it belongs to.
Bizph Tasks works on its own. When you enable other Bizph products, it shares customers, staff and items with them, so nothing is entered twice.
Core capabilities
What is included today.
- 01
Tasks
Assignee, due date, priority and labels.
- 02
List, board & calendar
See the same work three ways.
- 03
Projects
Group tasks by project, branch or department.
- 04
Checklists
Break a task into steps.
- 05
Comments & mentions
Discuss the task where the work is.
- 06
Linked records
Attach a customer, invoice, PO or appointment.
Workflow
How a typical day runs in Tasks.
- 1Work is identified
- 2Task is created and assigned
- 3Progress is updated on the board
- 4Checklist is completed
- 5Task is done; linked record updated
Connected products
Works on its own. Better with these.
None of these are required. Each one adds a connection when you enable it.
Use cases
Who uses Tasks.
Water station
Filter changes, water tests, truck maintenance.
Events & catering
Preparation checklists per event.
Professional services
Client deliverables with due dates.
FAQ
Questions about Tasks.
Pricing
Two ways to get Tasks.
Start with Tasks. Add more when you need it.
See it with your own business data in a demo, then start a 14-day guided trial.