Task Management
Every task tracked.
Nothing falls through.
Kanban boards, subtasks, and recurring tasks — built right into the platform your team already uses every day.
Benefits
A task manager that actually knows your work
Because it's connected to every workflow, every client, and every document already in Experivise.
Visual Kanban boards
Drag-and-drop boards with custom columns and statuses. Team, personal, and client-specific views — all from the same data.
Auto-created from workflows
Workflow steps automatically create assigned tasks. No more manually re-keying work across two systems.
Recurring tasks
Quarterly reviews, monthly reporting, weekly reconciliation — set cadence once and let the system create instances forever.
Workflow Integration
Tasks that know where they came from
When a workflow enters a review stage, the right team member gets a task — automatically linked to the household, the document, and the workflow step.
- Auto-assigned from workflow step configuration
- Linked context: household, document, workflow stage
- Completing the task advances the workflow
Recurrence
Set the cadence once, never forget again
Recurring tasks generate new instances on the cadence you define — daily, weekly, monthly, quarterly, or anchored to client anniversaries.
- Flexible recurrence: cron-style or client-anchored
- Assignment rotation across a team
- Pause, resume, and reassign on the fly
See task management in action.
30 minutes with your operational playbook mapped into Experivise — tasks, boards, and all.