Tasks and Projects

Turn plans into completed work

Create tasks, organize projects, assign responsibilities and track progress from one shared workspace. Taskploy helps your team understand what needs to be done, who owns it and when it is due.

Start Free → Book a Demo

Project board

To do
Draft proposalHigh · Fri
Vendor onboardingMed
In progress
Website redesignDesign · 60%
Done
Send invoice #1042Completed

Task detail

Review Q3 proposalAssignee: Sarah · Due Friday · Priority High
Comments2 replies · 1 attachment
Checklist3 of 5 complete

How teams use Tasks and Projects

Client delivery

Plan customer work, assign responsibilities and connect completed tasks to invoices or project reports.

Internal operations

Coordinate recurring administrative, finance, HR and compliance activities.

Campaign execution

Turn marketing plans into assigned tasks, deadlines and approvals.

Field operations

Create work items for employees outside the office and track status through mobile access.

Employee onboarding

Create standardized task lists for HR, managers, IT and new employees.

Make every responsibility clear

Create tasks with the information employees need to take action. Assign owners, set deadlines, add priorities and keep discussions connected to the work.

  • Task titles and descriptions
  • Assignees
  • Due dates
  • Priority levels
  • Status tracking
  • Comments
  • Attachments
  • Checklists where enabled
  • Recurring tasks where enabled
  • Reminders
  • Activity history
  • Tags or categories where enabled

Plan work from start to finish

Organize related activities into projects so teams can coordinate responsibilities, monitor milestones and understand overall delivery status.

  • Project setup
  • Project owners
  • Team members
  • Start and end dates
  • Milestones
  • Related tasks
  • Progress status
  • Attachments
  • Project expenses
  • Customer association
  • Project reports

See work in the format that helps you act

Give employees and managers practical views of upcoming, overdue and completed work.

  • My tasks
  • Team tasks
  • Project task list
  • Calendar
  • Board or status view where enabled
  • Overdue work
  • Recently completed
  • Work awaiting approval

Keep conversations close to the work

Reduce scattered email threads by keeping comments, updates, files and decisions attached to the relevant task or project.

  • Mention team members where enabled
  • Share status updates
  • Attach supporting documents
  • Maintain an activity history
  • Notify affected users
  • Reduce duplicate communication

Identify delays before they become bigger problems

Use project summaries and task status information to understand progress, upcoming deadlines and work that may need attention. Suggested dashboard views include active projects, tasks due this week, overdue tasks, completed tasks, projects at risk, and work by employee or department.

Frequently asked questions

Can tasks be assigned to more than one person?

Not at the moment. However, it is planned for a future release.

Can I track overdue work?

Yes. Managers and employees can use status and deadline information to identify work that is approaching or past its due date.

Can projects be linked to customers?

Where enabled, projects can be associated with customer records so authorized users can access relevant context.

Can expenses be linked to projects?

Where enabled, project-related expenses can be associated with the relevant project for clearer reporting.

Keep every task and project moving

Give your team the clarity and accountability needed to turn plans into results.

Start Free Book a Demo