Solution · Task Management

Every task owned. Every deadline kept.

Plan work as boards, lists or a calendar. Break projects into tasks and subtasks, assign owners, set due dates and priorities, then let automation chase the rest. Built on Processo's no-code platform — shaped to exactly how your team works.

Prebuilt Task Management process · Drag-and-drop boards · Set up in minutes
app.processo.io / acme / product-sprint
Q2 Product Sprint Board view · 18 tasks · 6 owners
AR KP SM +3
To do 7
Med

Finalize onboarding checklist

1/4 RT
Med

Draft Q2 release notes

Due Jun 4 JD
In progress 6
High

Build automation rules engine

3/5 subtasks KP
Med

Design dashboard widgets

Due Jun 2 SM
Done 5
Done

Migrate legacy records

4/4 subtasks RT
Done

Set up Slack notifications

May 28 AR
Task moved to Done
Reminder sent to KP
Everything in one place

Run task management the way your team actually works

Tasks and subtasks, multiple views, owners and deadlines, priorities, automation and reporting — all built on a no-code data model you control end to end.

Tasks & subtasks

Break any project into nested tasks and subtasks. Each task is a record with checklists, attachments, comments and a full activity history.

Boards & lists

Switch between Kanban boards, sortable lists and calendar views over the same data. Drag cards between columns to update status instantly.

Assignees & due dates

Assign owners with the People field, set due dates and time fields, and map work to your real team hierarchy with row-level access.

Priorities & status

Use Priority, Status and Progress fields with validation rules. Configure your own statuses and color-coded stages per board.

Reminders & automation

Trigger actions on create, edit or status change. Send due-date reminders over WhatsApp, Email or Slack and auto-route approvals — no code.

Dashboards & reports

Use Slice & Dice to break work down by owner, status or due date with pivots and charts. Build live dashboards and share them through the page viewer.

app.processo.io / acme / tasks
Search tasks Status 18 tasks + New
18Total
3Overdue
2Blocked
TaskStatusPriorityDue
TASK-101Finalize onboarding checklist
To do Med RT Jun 6
TASK-102Build automation rules engine
In progress High KP Jun 2
BUG-103Reminder not firing on due date
Blocked Crit JD May 29
TASK-104Design dashboard widgets
In progress Med SM Jun 2
TASK-105Migrate legacy task records
Done High AR May 24
Same data, every view

One source of truth for every project

Tasks live as records in a custom entity you define. Pick the view that fits the moment — board, list or calendar — and everyone sees the same live status.

  • Sort, filter and group

    Slice by owner, priority, status or due date and save the views your team reaches for daily.

  • Overdue at a glance

    Due dates highlight automatically, so nothing slips. Reminders fire before deadlines hit.

  • Permissions per role

    Field- and row-level access keep sensitive tasks visible only to the right people.

Workflows & functions

Let automation chase the busywork

Event-driven triggers, scheduled jobs and reusable functions move tasks forward without anyone lifting a finger. When status changes, the right people get notified on the channel they actually use.

Automate your board How workflows work
TriggerTask status changes to Blocked

The on-edit trigger watches the Status field on every task record.

ConditionPriority is High and owner is set

Validation rules decide which escalations actually run.

ActionNotify owner & lead on Slack + WhatsApp

Messaging connectors send a templated alert with a link to the task.

ApprovalRoute unblock request through the matrix

The approval matrix sends it up the hierarchy and logs every step.

Powered by the Processo platform

Task management is just the start

The same no-code engine that runs your boards runs CRM, order management and any process you can imagine — with AI agents, analytics and integrations built in.

No-code data model

Define entities, relationships and 23 field types with validation and PII/ePHI flags — no database to manage.

Agentic AI

Configure AI agents that answer natural-language questions about your tasks and surface results as live tables and charts.

Connectors & messaging

Webhooks, Slack, Gmail, WhatsApp, Stripe, S3, banking and e-sign — plus a secrets manager for keys, all in reach of your workflows.

Start in minutes

Spin up your first board today.

Start from the prebuilt Task Management process or design your own from a blank canvas. No code, no infrastructure, no waiting on engineering.

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