My Tasks queue
Surfaces everything you personally owe across all programs and procurements in one focused list.
Work that gets done.
Every procurement generates work:reviews, uploads, approvals, follow-ups. Tasks give each item an owner, a due date, and a priority so nothing drifts. Your whole team sees their queue without a single status call.
10+
role types
Live
board sync
∞
tasks per team
My Tasks: Nashville Program5 open
Upload Price Determination form 5.4.1-2
DonePhase 1
Review Subcontract Award documentation
UrgentDue today
Compliance review after Phase 1 completion
MediumMay 16
Submit proof of payment to supplier
LowMay 20
Live sync4 assignees
Highlights
Everything a task needs
Four building blocks that turn vague "someone should do this" into a clear, tracked, accountable unit of work.
Due dates and priority
Set deadlines and flag items Urgent, Medium, or Low. Overdue tasks rise to the top automatically.
Named assignees
Every task has one owner. No more group emails where nobody acts. Handoffs are a single reassign.
Linked to procurements
Tasks are anchored to the live procurement record so context is always one click away.
Feature details
Built into every procurement
Tasks live inside the same workspace as checklists, document drive, and modifications:so context never gets lost.
Priority view:Water Treatment
Upload negotiation summary
Due todayUrgentCompliance review: Phase 1
May 16MediumVerify supplier invoice
May 20LowPriority and due dates
Flag each task Urgent, Medium, or Low and attach a due date. Overdue work surfaces automatically so managers spot blockers before they become delays. Priority and deadline travel with the task wherever it is reassigned.
Three priority levels: Urgent, Medium, Low.
Visual deadline badges:today, this week, future.
Overdue items automatically flagged in Smart Board.
Assign to team member
SA
Sarah A.: Finance Manager
SelectedJM
Jordan M.: Procurement Officer
5 open tasksHO
Helen O.: Admin
2 open tasksOne owner, clear handoffs
Every task has a single named assignee from your team roster. Reassignment is instant and the previous owner's history is preserved. Role-based access means reviewers, uploaders, and approvers only see what they are responsible for.
Assign to any team member with one click.
Role-based: Finance, Procurement Officer, Admin, and more.
My Tasks always shows each person their own open items.
Task linked to procurement
Procurement
Subcontract Award Q2: Nashville
MOD 02Active42% complete
Open procurement record →
Always linked to the live record
Tasks are not orphaned items in a separate to-do app. Each one is anchored to the procurement it belongs to:modification, phase, checklist item:so clicking a task takes you directly to the source without hunting.
Jump from task → procurement in one click.
Linked to the correct modification (MOD 01, MOD 02…).
Visible in activity timeline alongside approvals and uploads.
How it works
From open item to done
Four steps from procurement creation to a closed task: all inside the same workspace.
1
Open a procurement
Jump into any procurement from the Smart Board and switch to the Tasks tab.
2
Create a task
Add title, set priority and due date, then pick an assignee from your team roster.
3
Track progress
Assignees see the item in My Tasks. Managers watch status without chasing an update.
4
Close with context
Mark done. The activity timeline logs completion alongside uploads and approvals.
FAQ
Common questions
Tasks have a dedicated tab inside every procurement record, sitting alongside the compliance checklist, document drive, and timeline. You can also view all your personal tasks across programs via the My Tasks view in the Smart Board.
Any team member with Procurement Officer or Admin role can create tasks and assign them to colleagues. Finance Managers and reviewers can view and update tasks relevant to their role. Access follows your team permission settings.
Yes. Each task has an optional due date and a priority level (Urgent, Medium, Low). Overdue tasks are visually flagged in My Tasks and on the Smart Board so managers can spot blockers without digging through each procurement manually.
Yes. Creating, reassigning, and completing a task all produce entries in the procurement activity timeline, giving auditors and managers a chronological record of every action taken on a deal.
Yes. Invite by email, assign from 10+ roles including Admin, Finance Manager, IT Support, Procurement Officer, and more. Access follows the role and your workspace is immediately shared.
Compliance that actually
works.
Smart boards, AI checklists, document drive and team reviews, all in one platform built for how compliance teams actually work.