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Tasks

Assign tasks to clients and to your team.
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Overview copy-icon

The Tasks App allows users to create and assign tasks to colleagues, clients, or companies. It can be used for internal organization or to provide clients with clear instructions. The app is particularly useful for managing client onboarding processes and ensuring all parties complete their required actions during collaborative projects. By centralizing task management, it helps teams track progress, meet deadlines, and maintain clear communication across both internal and external workflows.

The Tasks App is currently in beta and not available for everyone.

About
Launched

August 23, 2024

Type

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

App Visibility

Client

Client-facing apps are visible to clients as well as your internal team.

Pricing

Free

Built by

Outside

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