Task manager
Why it makes sense
The task manager in TAXY centralises work: create tasks, assign responsible people, track deadlines and connect tasks with clients or documents. It offers advanced filtering and either a list or a Kanban view. This simplifies dividing the work and makes running the office much clearer.
Clear task assignment and tracking
Ready-made agendas (VAT, income tax, Intrastat and more)
Create your own agendas
How does the task manager work?
add_task
krok 1
Create a task with a priority and a deadlineapproval_delegation
krok 2
It's automatically assigned to the best-suited team memberpending_actions
krok 3
Progress tracking and notificationsfact_check
krok 4
Close the task and record the outcomebar_chart_4_bars
krok 5
Reports on team efficiency and workloadWhat this feature brings you
Modern task management brings organisation and efficiency to the team's work.
Kanban and task list
Views for quickly managing task priorities, progress and deadlines.
Recurring task templates
Save processes as templates for quick assignment and pre-prepared tasks.
Linked to clients and documents
Tasks connected directly to the client record and related documents.
Task manager
Custom fields and checklists for tasks
The task manager lets you create custom checkboxes in agendas for specific situations and internal procedures. We don't rewrite your processes — we extend them. Add a checklist of steps to any task and tick them off one by one, so the task manager keeps up with the reality of your office and improves clarity and accountability.
The traditional approach vs. working with TAXY
How task management changes with automation
Manual management
Creating and assigning tasks by hand
Forgotten tasks and deadlines
Inefficient division of work
No overview of team workload
Progress is hard to track
An intelligent task manager
Ready-made agendas and templates
Centralised task management
Assignment optimised by capacity
Clear workload reports
Real-time progress tracking
Start with an intelligent task manager
Organise your team's work more efficiently. Easy task assignment and progress tracking will save you time and improve results.