Task Management
Give Every Assignment a Clear Owner and Deadline. Create, assign, prioritize, and track staff tasks across clients and firm operations from one task workspace.
Tasks · from the product
Why firms use it.
Clear ownership
Every task has an owner and a due date.
See the whole board
Kanban and list views for the way your team works.
Linked to the work
Tasks connect to clients, workflows and projects.
Close the loop
Complete tasks and keep a record of what happened.
Questions
Yes. Set a task to repeat after completion.
More in Work & Workflow.
AI Automation
Not a Chatbot. An Operating System.
Learn more ›
AI Help Agent
Your built-in smart assistant that guides your team through every workflow, screen, and feature inside ZentroBiz - instantly.
Learn more ›Automations
Stop doing repetitive work manually. ZentroBiz automations handle client communication, task management, billing follow-ups, and compliance alerts — so you can focus on what matters most…
Learn more ›See Task Management in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.