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Task Management

Every compliance action becomes an assigned, tracked task.

From filing a return to responding to a notice — every action gets a task, an owner, a due date, and a WhatsApp reminder. Nothing falls through the cracks when your team is managing multiple entities.

Recurring
Monthly & quarterly schedules
WhatsApp
Reminders to task owners
Full
Audit trail on every task

7-day free trial · Setup in 10 minutes · Cancel anytime

Why this matters

The problem Task Management solves

Most statutory tasks in group companies go wrong due to operational gaps — spreadsheets and calendars don't talk directly to portals.

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Verbal task assignments leave no trail

A WhatsApp message saying "file the GST return for ABC Holdings" is not a task. There is no due date, no confirmation, no escalation path. When it is missed, nobody knows who was responsible.

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Monthly recurring tasks require manual recreation

Your team recreates the same 40 compliance tasks every month — GST filings, TDS returns, professional tax. Each recreation is an opportunity for something to be forgotten, misdated, or misassigned.

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No visibility into what is pending vs what is done

Without a structured task view, the CFO cannot see at a glance what is open, what is overdue, and what was filed today. The answer requires calling each team member individually.

What it does

Full capabilities

Everything included in Task Management — built for Indian promoters.

Task Creation & Assignment

Create compliance tasks linked to a specific entity and return type
Assign to team member with due date and priority
Set recurring schedules: monthly, quarterly, half-yearly, annual
Add review step: file → manager review → CFO sign-off
Attach documents: acknowledgement, challan, signed return
Link task to related notice, DSC, or licence record

Reminders & Tracking

WhatsApp reminder to assignee at 7 days, 2 days, and 1 day before due date
Escalation to CFO if task is overdue and unmarked
Status flow: Pending → In Progress → Under Review → Done
Full activity log: who did what and when
CFO dashboard: all tasks across all entities, all statuses
Filter by entity, return type, due date, team member
Onboarding

Three steps to full coverage

01

Auto-generated from compliance calendar

Every filing due date in your compliance calendar automatically generates a task for that entity and return type. Your team does not need to create routine tasks manually.

02

Assigned, reminded, escalated

Each task is assigned to a team member. WhatsApp reminders fire at 7, 2, and 1 day before due. If overdue, the CFO gets an escalation alert.

03

Filed and closed with evidence

When the filing is complete, the team member attaches the acknowledgement or challan, marks the task done, and it moves to CFO review. The closure is recorded with timestamp and evidence.

Common questions

Frequently asked questions

Other modules also included in your plan

7-day free trial · All modules included

See Task Management in action

Add your first entity using a GSTIN and see your compliance calendar live in under 5 minutes.

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