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
Keep your team on track with clear task management tools designed for efficiency. Easily assign tasks, set due dates, and monitor progress—all from one intuitive board. With automated reminders and visual status updates, nothing slips through the cracks. You’ll save time, boost accountability, and ensure every job moves forward smoothly.
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.
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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.
We’re here to make switching easy. If you’re wondering how Engager fits your practice, you’ll find the answers below.
Still not sure? Email support@engager.app any time, we’re always happy to help.
Our subscriptions are scalable for any size practice, starting at £9+VAT per month.
Check out our pricing matrix to see how affordable our plans can be for your firm.
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.
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail