Task Certification

Clear Ownership, Smooth Approvals

Assign tasks to the right people, define roles with the right permissions, and build approval workflows that keep work moving.

Task assignment interface showing members being added to a task with role selection

Assign Tasks with Clear Accountability

Every task has a clear owner. Assign tasks to individual members or groups, set preparers who do the work, and designate approvers who sign off. Everyone knows exactly what they're responsible for and who they're waiting on.

When members are added to a task, they're automatically notified and the task appears on their dashboard. No ambiguity about who's doing what — the assignment is the single source of truth.

Task certification workflow showing approval status and sign-off process

Built-In Approval and Certification

For tasks that require sign-off — financial reconciliations, compliance checks, quality reviews — TaskCalendars provides a built-in approval workflow. Preparers mark tasks as ready for review, and approvers can certify completion directly in the system.

The certification creates an audit trail showing who approved what and when. This is critical for regulated industries like accounting and finance where documentation of review and approval is a requirement, not a nice-to-have.

Inbox showing task status change notifications for stakeholders

Stakeholders Stay in the Loop

When a task's status changes — through preparer certification and approver approval — every stakeholder is notified instantly through their Inbox. No need to chase updates or wonder where things stand.

Preparers know when approvers have reviewed their work. Approvers are alerted when tasks are ready for sign-off. Everyone involved sees the full history of status changes, keeping the certification workflow moving without manual follow-ups.

Streamline Your Certification Workflow

Clear roles, smart assignments, and built-in approvals eliminate bottlenecks and confusion.