TASK TEMPLATES AND LISTS

Task templates and to-do lists for your inspiration

Lists of task templates for your inspiration by profession,  specific processes to help guide the way and examples of successful app integrations.
PA’s, Office Managers, Administrators
Getting started: popular tasks, tags and integrations
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Bookkeeping
Getting started: suggested tasks, tags and popular integrations
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Accounting
Getting started: suggested tasks, tags and popular integrations
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Finance
Getting started: suggested tasks, tags and popular integrations
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Legal
Getting started: suggested tasks, tags and popular integrations
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HR
Getting started: suggested tasks, tags and popular integrations
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Recruitment Agency
Getting started: suggested tasks, tags and popular integrations
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Sales
Getting started: popular tasks, tags and integrations
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Marketing
Getting started: suggested tasks, tags and popular integrations
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Operations
Getting started: suggested tasks, tags and popular integrations
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Bookkeeping
Credit control: task templates
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Bookkeeping
Payroll and pensions: task templates
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Accounting
Month end: task templates
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Accounting
Budgeting and forecasting
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Legal
Case management process: task templates
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HR
Staff induction process: task templates
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HR
Grievance process: task templates
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Recruitment Agency
New vacancy: task templates
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Recruitment Agency
Candidate management: task templates
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Recruitment Agency
Offer management: task templates
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Recruitment Agency
Client management: task templates
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Recruitment Agency
Post-placement aftercare: task templates
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Sales
Bids and Tenders
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Marketing
Campaign management: task templates
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Finance
Risk management: task templates
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Operations
Strategy development
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Operations
Process/Systems Review
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PA’s, Office Managers, Administrators
Getting started: popular tasks, tags and integrations
Get inspired
PA’s, Office Managers, Administrators
Booking meetings: task templates
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Accounting
Getting started: suggested tasks, tags and popular integrations
Get inspired
Accounting
Month end: task templates
Get inspired
Accounting
Budgeting and forecasting
Get inspired
Bookkeeping
Getting started: suggested tasks, tags and popular integrations
Get inspired
Bookkeeping
Credit control: task templates
Get inspired
Bookkeeping
Payroll and pensions: task templates
Get inspired
Operations
Getting started: suggested tasks, tags and popular integrations
Get inspired
Operations
Strategy development
Get inspired
Operations
Process/Systems Review
Get inspired
Legal
Getting started: suggested tasks, tags and popular integrations
Get inspired
Legal
Case management process: task templates
Get inspired
HR
Getting started: suggested tasks, tags and popular integrations
Get inspired
HR
Staff induction process: task templates
Get inspired
HR
Grievance process: task templates
Get inspired
Recruitment Agency
Getting started: suggested tasks, tags and popular integrations
Get inspired
Recruitment Agency
New vacancy: task templates
Get inspired
Recruitment Agency
Candidate management: task templates
Get inspired
Recruitment Agency
Offer management: task templates
Get inspired
Recruitment Agency
Client management: task templates
Get inspired
Recruitment Agency
Post-placement aftercare: task templates
Get inspired
Sales
Getting started: popular tasks, tags and integrations
Get inspired
Sales
Bids and Tenders
Get inspired
Marketing
Getting started: suggested tasks, tags and popular integrations
Get inspired
Marketing
Campaign management: task templates
Get inspired
Operations
Getting started: suggested tasks, tags and popular integrations
Get inspired
Operations
Strategy development
Get inspired
Operations
Process/Systems Review
Get inspired