Papertrail

Use tasks to evidence corrective and preventative actions

What is Task Manager?

How to create a task on the web app 💻

How to create a task on the mobile app 📱

Add a note and change the state of your tasks

How to manage, update and close a task

How do I know which tasks I am responsible for?

How to filter and sort the Task Manager view

Charlotte Ingram

Adam Belmo

Task Manager

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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