Engager.app’s Task Management feature gives you complete control over your workflows. Break services into actionable phases, assign them to your team, and track progress
Engager.app makes task management intuitive and efficient. Whether you’re working on client onboarding, payroll, or AML checks, break jobs into actionable tasks, assign ownership, and track progress to completion—all in a centralised system.
Keep your team on track by assigning tasks to individuals or teams with clear deadlines. Everyone knows what they’re responsible for, reducing confusion and ensuring accountability.
Visualise your tasks with Engager.app’s Kanban boards. Move tasks across phases, monitor progress in real time, and identify bottlenecks before they impact deadlines.
When phases are completed, Engager.app can automatically send pre-written email prompts to clients. Standardise communication and ensure tasks keep moving forward without manual intervention.
Engager.app centralises task management, ensuring every task is assigned, tracked, and visible. Eliminate confusion and stay in control of your workflows.
Use the Kanban board to see where tasks stand at a glance. Easily identify delays or bottlenecks and take action to keep jobs moving forward.
Automate follow-ups with email prompts triggered at key task milestones. Keep clients and team members informed without chasing updates manually.
Assign tasks to specific team members and set deadlines to ensure accountability. Everyone knows their role, and nothing gets missed.
Task Management allows you to create, assign, and track tasks within your practice. It integrates with Job Phases and Kanban boards for full workflow visibility.
Yes! Tasks can be assigned to individuals or teams, ensuring clear ownership and accountability.
The Kanban board provides a visual overview of your tasks, allowing you to track progress, identify delays, and move tasks through different phases seamlessly.
Absolutely. Engager.app allows you to send automated email prompts when tasks are completed or require action, standardising communication.
Tasks can be broken down into phases, assigned time budgets, and tracked for profitability. Combining Job Phases with Task Management ensures clarity and efficiency across all services.
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration. Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.
Our pricing is set to change on 05/01/2025. To see how this affects you, click here.
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