Task Management

Every task has an owner and a deadline.

It's not about to-do lists. It's about ensuring every action in the process has an assignee, a due date, and follow-up.

You've heard this before.

"I thought someone else was doing it." The sentence that sums up dozens of lost tasks every week in your operation.

Someone asks for something by email. Another agrees verbally in the hallway. A third sends it on Slack. Nobody knows what's pending, who owns it, or when it was supposed to be done.

The result? Forgotten tasks. Blown deadlines. And that Monday meeting where everyone discovers nothing moved forward.

What if every task inside the process had an owner, a deadline, and automatic follow-up?

Imagine starting your day knowing exactly what to follow up on.

Every task has an owner.

No more "I thought it was their job." Every task is born with a clear assignee. No ambiguity.

Every deadline is automatic.

Due dates set at creation. Alerts before expiration. You never discover a delay after it already happened.

No more verbal assignments.

Tasks created inside the case, with instant notification to the assignee. No lost email, no forgotten message.

Completion triggers action.

Task completed? The system can change the stage, notify the manager, or trigger the next step. Automatically.

Before and after.

Before

Tasks assigned by email or verbally

Nobody knows what's pending

Blown deadlines discovered at Monday's meeting

"I thought someone else was doing it"

No trace of who did what

With CaseFy

Tasks created inside the case with one click

Assignee and due date visible to everyone

Automatic alerts before expiration

Completion recorded in the timeline

Automations trigger on completion or cancellation

How it happens

One task. Start, middle, and end.

In CaseFy, tasks live inside the case. With assignee, due date, status, and full traceability. No external tools.

Manual or automatic creation

Create tasks on the spot or let automations create them when the case changes stage.

Assignment with notification

Assign to a person or a group. The assignee is notified instantly.

Deadlines with alerts

Required due date. Automatic alerts before and on the deadline day.

Task dashboard

See all pending tasks by assignee, by case, or by due date. Prioritize what matters.

Automations on completion

Completed task can change stage, create another task, or send a notification. All configurable.

Timeline record

Creation, assignment, completion, cancellation. Everything recorded with date and author.

Task assigned is task done. No excuses.

Free for up to 3 users. No credit card required.

The right process is already waiting for you.

Start free. No credit card, no migration, no hassle.

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Free for up to 3 users. Forever.