Focus the day
Bring assigned, due, overdue, and newly arrived work into an actionable operator view.
Work management
Give every operator a clear next action across every client.
Managed Tasks combines My Day, Inbox, projects, tasks, dependencies, comments, watchers, custom fields, search, and time so teams can execute without reconstructing context.
My Day7 priorities
1Review monthly closeNorthstar AdvisoryReview
2Confirm payroll fileCedar RidgeClient
3Publish service reportAster WorksWorking
Update controls evidenceBrightwell GroupComplete
Preserve the why
Keep every work item connected to its client, service cycle, project, comments, files, and commercial context.
Coordinate the handoff
Use assignments, watchers, dependencies, reviews, and status changes to make responsibility visible.
Operator clarity
Priorities without another spreadsheet.
My Day and Inbox separate what needs attention now from the full inventory of work. Saved views, search, filters, and custom fields let each role work from a relevant operational lens.
- Assigned and due work
- Inbox capture and triage
- Search, filters, saved views, and custom fields
My Day7 priorities
1Review monthly closeNorthstar AdvisoryReview
2Confirm payroll fileCedar RidgeClient
3Publish service reportAster WorksWorking
Update controls evidenceBrightwell GroupComplete
Structured execution
Projects and tasks carry the complete working record.
Owners, collaborators, watchers, dependencies, comments, attachments, time, and client-visible boundaries stay with the work. Handoffs become observable state changes instead of buried messages.
- Project and task hierarchy
- Dependencies and completion rules
- Comments, attachments, watchers, and activity
N
Northstar AdvisoryMonthly close · August
76% completeBank statement requestedUpload the August operating account statement.
Prior-period reviewApproved by Jordan Lee
CompleteTime in context
Capture effort where the work happens.
Timers and manual time entries attach to the client and work item that created the effort. Raw duration remains intact while billing policy controls commercial rounding and downstream presentation.
- Timer and manual entry
- Client, service, project, and staff rollups
- Raw-time preservation and billing policy
Service blueprintMonthly finance close
Every month1
RequestStatements and confirmations
2
PrepareReconcile and classify
3
ReviewOwner approval
4
DeliverReport and next actions
Frequently asked questions
Questions, answered clearly.
Straight answers for service leaders evaluating a new operating system.
Does Managed Tasks replace a general project-management tool?
For recurring client-service operations, yes: Managed Tasks provides task and project execution while adding the client, service-cycle, commercial, portal, and integration context that generic project tools leave separate.
Can different teams create their own views?
Yes. Search, filters, custom fields, saved views, and role-aware navigation support different operating perspectives without duplicating the underlying work.
Can contractors and collaborators participate?
Yes. Managed Tasks separates global identity from tenant membership so authorized internal staff, contractors, and collaborators can participate within their assigned workspace permissions.
Build a calmer service operation
Bring every recurring client commitment into one operating system.
See how Managed Tasks can fit your service model, your team, and your client experience.