Task Management

New

Assign, track, and complete work across your entire team

OnTap Task Management connects HR workflows to real work — assign tasks, set deadlines, track progress, and keep every team member accountable, all from within your HR platform.

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Task visibility
Real-time
Auto-assignment
Smart
Collaboration
Team
Workflows
HR-linked

HR-Connected Task Workflows

Tasks that are tied to your people operations

OnTap Task Management is not a standalone tool — it lives inside your HR platform. Onboarding checklists, performance review actions, compliance tasks, and offboarding steps are all assigned, tracked, and closed without leaving OnTap.

  • Create, assign, and prioritize tasks for individuals or teams
  • Link tasks directly to HR events: onboarding, reviews, offboarding
  • Set due dates, reminders, and escalation rules per task
  • Track task status in real time — to-do, in progress, completed
  • Attach files, notes, and comments to every task
  • Recurring tasks for regular compliance and operational workflows

Features

Everything you need, nothing you don't

  • Task Board

    Kanban-style board view with drag-and-drop task management. Switch between board, list, and calendar views.

  • Team & Individual Assignment

    Assign tasks to individuals, teams, or departments. Set co-assignees and watchers for collaboration.

  • Deadlines & Scheduling

    Set due dates, estimated effort, and schedule tasks on the team calendar for workload visibility.

  • Reminders & Escalations

    Automatic reminders as deadlines approach. Overdue tasks escalated to managers without manual follow-up.

  • Projects & Sub-tasks

    Group related tasks into projects. Break complex work into sub-tasks with dependencies and milestones.

  • HR Workflow Templates

    Pre-built task templates for onboarding, offboarding, probation reviews, and compliance checklists.

  • Auto-Assignment Rules

    Trigger task sets automatically when HR events occur — new hire, contract change, promotion, or exit.

  • Comments & Collaboration

    Comment threads on tasks with @mentions, file attachments, and activity history for every task.

  • Filters & Custom Views

    Filter by assignee, priority, status, department, or due date. Save custom views for your workflow.

  • Progress Analytics

    Track completion rates, overdue ratios, and team velocity. Identify bottlenecks before they become blockers.

  • Recurring Tasks

    Schedule daily, weekly, or monthly recurring tasks for compliance checks, reports, and routine operations.

  • Audit & Completion Records

    Full audit trail of every task — who created it, who completed it, when, and any notes added.

40%
Less follow-up

automated reminders and escalations

Real-time
Team visibility

see every task across your org

HR-linked
Workflows

tasks triggered by HR events automatically

Zero
Missed actions

every HR process step tracked to completion

Triggered by HR Events

Tasks that launch when HR events happen

Stop manually creating task lists every time someone joins, changes role, or leaves. OnTap auto-generates the right task sets for the right people the moment an HR event is triggered.

  • Onboarding tasks

    IT setup, document signing, training completion — all assigned automatically on day one

  • Performance actions

    Follow-up actions from reviews assigned to managers and employees automatically

  • Offboarding checklist

    Asset return, account deactivation, exit interview — no step missed on departure

  • Compliance deadlines

    Recurring compliance tasks scheduled and assigned before deadlines hit

Immediate Value

Start managing tasks in four simple steps

  1. 1

    Set Up Your Task Templates

    Use our pre-built HR workflow templates or create your own task sets for onboarding, reviews, and compliance.

  2. 2

    Connect to HR Events

    Configure which HR events trigger which task sets — hires, promotions, exits, probation milestones.

  3. 3

    Assign & Prioritize

    Tasks auto-assign to the right people. Managers can re-assign, prioritize, and add new tasks at any time.

  4. 4

    Track & Report

    Monitor completion rates, review overdue items, and report on team task performance from the analytics dashboard.

Explore more

More in Workspace

Keep every task on track, every time

OnTap Task Management ensures nothing falls through the cracks — from new hire onboarding to offboarding checklists and everything in between.

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  • 14-day free trial
  • No credit card required
  • Set up in under 30 minutes