NetSuite Task Management

Clear accountability for all NetSuite tasks

Work with anyone

Assign responsibility to any stakeholder, to ensure everyone knows what is expected of them - with no opportunity for tasks to slip through the net or get lost in other systems. Easily set tasks or request approvals, signatures and documents from anyone and rest assured that everything is tracked and recorded.

Taming the chaos

Workiro makes it easy to define, share, manage and track work in NetSuite.

Participation

Work with anyone, inside or outside the organisation from your NetSuite dashboard.

Clarity

Clear objectives, assignment and focussed threads within NetSuite.

One place

Workiro makes it easy to define, share, manage and track work in NetSuite.

The next level

A better way to work

Workiro shared tasks are built on principles that minimise the need for questions and chasing, reduce the likelihood of delays, and eradicate confusion, uncertainty and anxiety.

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A series of images showcasing a task being created in Workiro

Communication →

The secure messaging that’s built into Workiro shared tasks can streamline and support any internal or external transaction or process, all from your NetSuite dashboard.

Documents →

Workiro’s shared tasks help you achieve great things with documents - send, request and discuss documents within a task - without leaving NetSuite.

E-Signatures →

Send documents for signing fast from your NetSuite dashboard. All secure, branded and stored against the relevant NetSuite records.

Make work unmissable

Shared tasks in NetSuite help ensure that work can’t slip through the cracks, and that you and your team don’t have to work so hard to ensure nothing gets missed, lost or forgotten in other apps.

Everything in the right place

Bring all the work you do into NetSuite - work with people and documents, and access information fast from your NetSuite dashboard and on corresponding records.

Richard, Ecommerce

"Workiro helps us make staff accountable and look after our customers."

Shared Task Features

Focused Work
Attachment Versioning
Active Read Receipts
Pause
Custom Branding
Templates

Clear Accountability
Assignment
Notifications
Nudge
Audit History
Schedules

Real-time Messaging
Tagging
Automatic Reminders
Easy Replies
Signatures
No Setup

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