Task Manager Overview

Task Manager has a ton of features to help you and your teams fulfill with clients. In particular, auto-generated tasks have helped fulfillment teams work more efficiently.

Vendasta is making it easier to see that value by introducing a reimagined version of the app. Everything you've been able to do so far has been carried over and improved. There are a number of key areas that have been changed that we'll walk you through. 

My work


The new My work tab is the lifeblood of Task Manager. It features a few key areas to help you and your teams do their best work.

  • Views allow digital agents to sort their work in a way that suits their workflow. Task Manager comes equipped with the following views, with more to come later:
    • My tasks
    • My projects
    • My accounts
    • Unassigned tasks

Explore the various views to find the one that works best for you.

Simplified workflows

Vendasta has added many usability improvements to the redesign. Instead of focusing on new features, we wanted to make the features that already exist easier to get to. Here are a few of the highlights:

  • Create tasks, projects, and accounts from anywhere in the app
  • Stop fumbling through menus and sub-menus with the redesigned Account screen
  • Profile images to add personality and help identify assignees

An updated look

Task Manager now matches the style of the other apps. It largely speaks for itself, but we think you'll find it a more pleasant experience overall.


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