Internal Task Management Made Easy
Managing tasks by email and sticky notes just doesn't cut it - especially when audits, deadlines, and multiple departments are involved. SimplifyIT's intranet includes a built-in task manager designed for banks and credit unions. Assign tasks, track progress, and ensure nothing falls through the cracks.
Assign. Track. Follow Up.
- Assign tasks to specific users or roles
- Set due dates and optional reminders
- Track task status across departments
- View open, in-progress, and completed items at a glance
- Link tasks to forms, policies, or workflows
Popular Use Cases
- Follow-up tasks from IT help desk tickets
- Policy reviews and re-certification reminders
- Branch audit tasks with clear assignments
- Manager reminders after employee onboarding or offboarding
- Loan team reminders tied to compliance reviews
Clear Ownership and Accountability
No more guessing who's responsible. Every task is assigned to a specific person, role, or group - with full visibility into status and due dates. If something's overdue, you'll know. If it's done, it's logged.
Auditable and Report-Ready
Every task is timestamped and archived - even after completion. You'll always have a record of who was assigned, when it was completed, and any comments added along the way.
Related Features & Topics
- Form Automation - Auto-generate tasks from form submissions
- Help Desk - Assign internal follow-ups or close-out steps
- Compliance Tracking - Monitor assigned duties and overdue items
- Policy Management - Assign tasks for policy reviews and updates
