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Use cases · Operations

The process, written down and running

Requests come in through a form, rules route them, and the dashboard tells you where things stand before anybody asks.

How teams run it

  1. One front door for requests

    A branded form for each kind of request. Every response becomes a task in the right group, with nothing retyped.

  2. Rules that run on a schedule

    Send the weekly reminder, move overdue work, notify an owner. Each run is recorded, so you can see what fired and when.

  3. The right access for each person

    Five workspace roles, from Admin to Guest. People see and change what their role allows, and no more.

  4. See the load before it is a problem

    Workload by member and status counts show where work is piling up while there is still time to move it.

A board to start from

Groups and columns are yours to change. This is one shape that works.

TaskOwnerStatusPriorityDue dateFiles
  • New requests
  • In progress
  • Waiting on someone
  • Done

What does the work

Also for: marketing teams, product and engineering

See your own work in TaskNow

TaskNow is invitation only. Tell us about your team and an Admin will be in touch.