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Tasks

Tasks

Task management for incident follow-ups and project work.

Overview

Not every task starts with someone typing it in. A Forms submission can trigger one automatically through conditional task rules, and AI Notepad turns a meeting's action items into assigned tasks, syncing completion back to the meeting when they're closed. A task can also link directly to an OKR Hub key result or a Performance Management goal, or to a Service Desk ticket.

A task can require a completion photo before it is marked done, a task made from a template can also require completion notes and a signature, and checklist items can each require a photo or a note. Smart assignment gives a task created on the Manage page with no assignee to whoever has the fewest open tasks among people already given tasks, and an optional per-person cap on open tasks keeps anyone from being overloaded. The same task records also power Workspaces project to-dos, so project-level and organization-wide work run on one system instead of two. An AI agent can create, assign, complete, decline, and escalate tasks from chat: a task you create for yourself is created at once, and every other change shows what will change and waits for you to confirm.

In MangoApps Tasks, a manager gives a task with its steps and the photo it needs, the person doing it ticks off each step and says when they're stuck, and the manager sees it done with the proof, then gives the same job to several people at once from a template.

Highlights

Plan work on a kanban board, calendar, or sortable table — filtered by assignee, status, priority, or due date.
Build checklist tasks whose items each require a photo or a note, and templates that require a completion photo, notes, or a signature before a task is marked done.
Turn repeatable work into templates and repeating tasks — daily, weekly, or monthly, down to weekdays only or quarterly — each template can be limited to the roles, locations and departments it applies to.
Delegate, reassign, or let smart assignment give a new unassigned task to whoever, among people already given tasks, has the fewest open.
Run tasks by chat: the AI agent creates, assigns, completes, declines, and escalates — a task for yourself is created at once, and every other change waits for your confirmation.
Auto-create follow-up tasks from Forms submissions and AI Notepad meeting action items.

Capabilities

Task Board & Views
  • Kanban board grouped by status (default view)
  • Calendar view of start and due dates
  • Sortable, searchable table view
  • Quick filters: status, priority, type, assignee, location, due window
  • Keyword, semantic, and hybrid search across tasks and templates
  • Live completion-rate and workload dashboard with CSV export
Create, Track & Complete
  • Create tasks with title, description, and category
  • Simple and checklist task types
  • Priority levels: normal, important, critical
  • Start-date + due-date planning window with a per-task reminder
  • Clone an existing task
  • Escalate, verify, and reopen tasks across their lifecycle
Checklists & Field Proof
  • Ordered checklist items with per-item photo and notes requirements
  • Photo upload and signature capture on completion
  • Auto-complete the task when every checklist item is checked
  • File and document attachments (PDF, Office, images)
  • Sub-tasks (parent/child hierarchy)
Templates & Recurring Work
  • Save any task as a reusable template
  • Template library: create, edit, duplicate, activate/deactivate, bulk actions
  • Industry starter-template packs (one-click load)
  • AI-drafted task templates from a plain-language description
  • Recurring schedules: daily, weekly, monthly (including quarterly)
  • Templates limited to chosen roles, locations and departments
  • Estimated duration per template
Assignment & Delegation
  • Assign tasks to any business user
  • Reassign or delegate a task to another team member
  • Smart auto-assignment to the person with the fewest open tasks
  • Bulk assign, complete, cancel, reopen, or delete tasks
  • Generate tasks from one template for many users at once
  • Per-user concurrent-task cap (admin-configurable)
AI Assistant & Notifications
  • AI Tasks agent: create, assign, complete, decline, cancel, reopen, and escalate by chat, confirming every change except a task you create for yourself
  • Admin toggle to enable or disable the AI agent per business
  • In-app, email, and due-soon reminders on assignment, completion, and overdue
  • SMS alerts for critical-priority tasks
  • Daily task digest for managers
App Integrations
  • Forms — auto-create tasks on submission via task rules
  • Inspections — auto-create corrective-action tasks from failures Each corrective action gets a linked task while the Inspections setting Auto-Create Corrective Actions is on (the default). Safety Hub incidents follow its Create a Task for Each Incident Corrective Action setting.
  • AI Notepad — turn meeting action items into tasks
  • OKR Hub and Performance Management — link tasks to key results and goals
  • Service Desk — link tasks to support tickets
Limits & Specs
  • Task title max length: 255 characters
  • Board / table load caps: 500 tasks (board) · 1,000 tasks (table)
  • Max document size: 10 MB per file
  • Supported attachment formats: PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX, TXT, CSV, and images
  • Recurrence options: Daily (every N days or weekdays only), Weekly (chosen days, every N weeks), Monthly (every N months, e.g. quarterly)
  • Pricing: License required (per-tenant opt-in)

Screenshots

Use cases

Escalating blocked or urgent work
An assignee can flag any active task as blocked to notify their manager immediately; with SMS turned on, the assignee of a critical task is also texted when it is assigned or goes overdue.
Recurring operational routines
Schedule daily opening checklists, weekly reviews, or monthly and quarterly audits as repeating tasks, started from a template limited to the right role or location.
New-hire onboarding to-dos
With Onboarding Hub, each task in a new hire's onboarding plan also appears in its assignee's Tasks list, and completing it there completes it in the plan.
Field completion with proof
Frontline staff finish checklist items on mobile, attach a required photo, capture a signature, and post a completion note.
Meeting-to-action follow-through
AI Notepad turns meeting action items into assigned tasks so decisions don't get lost after the call ends.
Manager oversight and audit
Leads work the board, bulk-reassign or reopen tasks, verify completed work, and export a compliance CSV for the period.

FAQ

Set a task to repeat daily (every few days, or weekdays only), weekly (on chosen days), or monthly (every few months, such as quarterly). The next occurrence is created automatically on the schedule for the same assignee. A template can carry its repeat schedule onto the tasks you create from it.

Yes. Forms can create tasks on submission via task rules, and AI Notepad turns meeting action items into tasks. Tasks can also be linked to OKR Hub key results, Performance Management goals, and Service Desk tickets.

Yes. Checklist items can each require a photo or a note, a task can require a completion photo before it is marked done, and a task made from a template can also require completion notes and a captured signature. Tasks also accept file and document attachments (PDF, Office formats, and images) up to 10 MB each.

From the Ask AI sidebar, the Tasks agent can list, create, assign, complete, decline, cancel, reopen, and escalate tasks in plain language. A task you create for yourself is created at once; every other change shows what will change and waits for you to confirm. An admin can turn the agent on or off per business.

Admins and per-app Tasks administrators can always assign; whether plain managers can assign is an admin setting. When smart assignment is enabled, a task created on the Manage page with no assignee goes to whoever has the fewest open tasks among people already given tasks (preferring those who have had tasks at its location), and you can cap the number of open tasks per person.

They share the same underlying record, but Workspaces to-dos live inside a specific project workspace and appear on that project's canvas with workspace-branded notifications. The standalone Tasks app manages organization-wide tasks with reusable templates, recurrence, a kanban/calendar/table board, manager analytics, and cross-app integrations.

Tasks requires a license and is opt-in per tenant — an administrator enables it for your business from the Apps Marketplace, and it is disabled by default until then. Contact your OneMango administrator about enabling it for your organization.