TaskAtlas
Know who has the work — across every department
Onboarding, client intake, approvals, and exceptions still live in email and spreadsheets. TaskAtlas turns those handoffs into a live journey — so blockers are obvious and nobody has to chase the thread.
Visibility
One place for what’s waiting on you.
Leaders see requests in progress. Assignees see only their queue. Everyone sees which step owns the baton — without opening five inboxes.
- Dashboard queues, SLAs, and “you’re all caught up” when you’re clear
- Full history on every request — who approved, rejected, or sent it back
- Files and comments stay on the request, not lost in email
Handoffs
Forms inside. Magic links outside.
Staff fill structured intake. External people — new hires, clients, vendors — get a secure email link. No portal account required. Approvals, tasks, and parallel work fan out to the right roles.
- Configurable forms with rules, lookups, and file uploads
- Records (employees, clients, vendors) that journeys start from and update
- Reject-and-rework without losing the audit trail
Journeys
Build the path once. Run it every time.
Visual workflows with forms, approvals, tasks, decisions, timers, notifications, and integrations. Install starter packs, then adapt them to how your company actually works.
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Why teams adopt it
Cross-department processes stall when ownership is unclear. TaskAtlas makes the next owner explicit.
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Configure, don’t code
Ops and HR change forms, assignees, and steps without waiting on an engineering sprint.
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Ready to start
Packs for onboarding, exceptions, client intake, and more — install and tailor for your tenant.
Contact
Walk through the process that hurts most
We’ll map one real handoff — hire, client kickoff, access review, exception — onto TaskAtlas and show your team the live journey.
Email hello@taskatlas.net