Your team
Assign → Notify → Do → Check
- Create tasks and deadlines.
- The employee is notified.
- They update with Start, Done or I have a problem.
- You see everything from the dashboard.
Operational work, finally in one place.
Manage the work. Follow the clients. Always know what’s happening.
DutyTask brings tasks, team and clients together in one place. You assign the work, receive updates, handle client requests and documents, and immediately see what is done, what is stuck and where you need to look.
Fewer scattered chats. Less chasing. More control over the working day.
14 days of Pro · No card required · Primary database in the EU
DASHBOARD
Today
Problems
2
Overdue
3
Due today
6
Closed today
12
Clients waiting
2
Warehouse check
By 17:00
Rossi S.r.l.
New message
“Can you check the contract deadline?”
Waiting on us
Work shouldn’t live across WhatsApp, email, memory and scattered folders.
Every day you need to know:
- who has to do what;
- by when;
- which clients are waiting for a reply;
- where that document is;
- what actually happened.
When this information is split across messages, voice notes, emails, spreadsheets and folders, something gets lost sooner or later.
Without DutyTask
- “Who was supposed to do it?”
- “I thought Luca was doing it.”
- “The client wrote yesterday.”
- “Where do we have that contract?”
- “I sent you the PDF.”
- “What time was it completed?”
With DutyTask
Rossi S.r.l.
- Client assigned to Luca and Sara
- 1 open request
- 1 message waiting
- Contract indexed
- Linked internal task
Everything recorded in the history
DutyTask tells you who has to do what, what the client is waiting for, and what happened.
Two flows, one DutyTask
Work inside the company and work toward clients are not two separate worlds.
Your clients
Message → Request → Work → Reply
- The client writes from their portal.
- Assigned staff are notified.
- You can link the client to an internal task.
- Documents, requests and conversation stay together.
One place to see what needs attention.
Team
From “it needs doing” to “done”.
01 · Assign
Create the task, choose who does it, set the deadline, priority and instructions.
Check the warehouse
Luca · by 17:00
Photo required
02 · DutyTask notifies
You don’t also have to send a message. When something concerns them, DutyTask notifies the employee.
D
DutyTask
New task
Check the warehouse
By 17:00
03 · The team updates
A few clear actions, directly from the phone.
04 · You know what happened
You don’t ask for updates. DutyTask collects them as the work happens.
- 16:04 — Luca started
- 16:31 — Photo attached
- 16:42 — Task completed
You assign. DutyTask notifies. The team updates. You check.
For staff
People who work shouldn’t have to learn a project manager.
My tasks
Warehouse check — today 17:00
Prepare the area — today 18:00
Equipment check — tomorrow 09:00
Staff know:
- what to do;
- by when;
- which instructions to follow;
- which clients are assigned to them;
- when an update arrives.
For managers
Open DutyTask and immediately see where you need to pay attention.
DASHBOARD
Open problems
2
Overdue tasks
3
Today’s work
6
Completed
12
Waiting on us
3
Waiting on the client
2
You see everything from a single dashboard.
If something stalls, you know before it’s too late.
Repair packaging machine
Marco
“The needed spare part is missing.”
D
DutyTask
Problem reported
Marco reported a problem:
Repair packaging machine
Problem resolved
“The spare is available in warehouse 2.”
In progress
A task is not always simply done or not done. When someone is blocked they can report it on the task itself. DutyTask notifies the manager, who can step in and get the work moving again.
Things that must happen every day no longer depend on memory.
- Shop opening · Every day · 08:00
- Temperature check · Every day · 10:00
- Full clean · Every Friday · 19:00
- Inventory check · First Monday of the month
Set a rule once. DutyTask creates the tasks when they need to be done.
Clients
Every client has their space. You keep control.
Each client can have:
- contacts;
- assigned staff;
- a conversation;
- documents;
- requests;
- linked tasks.
Owners and admins see every client. Staff see only clients assigned to them. The client enters their portal and sees only what concerns them.
Rossi S.r.l.
Luca · Sara
2 new messages
8 documents
1 open request
Waiting on us · 3h 18m
Give clients a simple place to talk to you.
The client signs in to their portal, can write, send documents, receive files and complete the requests assigned to them.
No access to internal tasks, other clients or the company dashboard.
Studio Demo
ConversationDocuments
“Good morning, can you check the contract?”
contratto_locazione.pdf
Write a message…
Don’t lose a request inside an email inbox.
DutyTask shows who should reply.
Rossi S.r.l.
“Can you send me the updated documents?”
D
DutyTask
New note
New message from Rossi S.r.l.
“Of course, we are preparing them.”
Waiting on the client
So the manager can see which conversations are stalling. Chat includes messages, attachments, read state and waiting state.
Don’t write “remember to send me the document”. Create a request.
You can ask the client for information, a document or a precise action.
The client sees the request in the portal and completes it. You can also create a request from a conversation message.
Rossi S.r.l.
Send signed contract
Due: 30 September
Document required
Waiting on the client
Client documents stay with the client.
Attachments can be saved in the client library and found together with the conversation and tasks.
DutyTask supports images, PDF, Word and Excel in the Clients module, within the app limit.
Rossi S.r.l. — Documents
- Lease contract
- ID card
- F24 form
- Company registry extract
The file name doesn’t matter. Search what it contains.
DutyTask can analyse saved documents and generate useful information so you can find them again.
🔎 Rossi contract
Lease contract
Rossi S.r.l. · file12fd.pdf
“Contract relating to the lease of the property…”
You don’t need to remember the file name. You need to remember what you are looking for.
A client request can become internal work.
Client work does not stay separate from team work.
“Can you check when the contract expires?”
Create task
Check Rossi contract deadline
Assigned to: Luca
By tomorrow · 12:00
DutyTask lets you link tasks to clients and create internal work from their operations.
Client → request → task → employee → reply.
One dashboard to see what needs attention.
When “Done” is not enough.
For some tasks you can require a photo before completion. Then “done” can also mean: done and documented.
Clean the cold room
Photo required to complete
✓ Completed
Hands full? Just say it.
“Every Friday Luca checks the warehouse by 17:00 and must attach a photo.”
Warehouse check
- Person
- Luca
- When
- Every Friday
- Attachment
- Photo required
- Due
- 17:00
Confirm task
DutyTask transcribes the request and prepares the task.
DutyTask does not keep the audio after processing.
Open the dashboard and start from what needs attention.
On Pro and above, DutyTask generates a short operational summary of the day so you know where to look first.
Today’s brief
- 3 tasks are overdue.
- 2 problems need attention.
- The warehouse has 4 open tasks.
- 3 clients are waiting for a reply.
Not only what is open. Also how it is going.
With reports you can look at the work beyond a single day. You see completed tasks, delays, problems and operational progress, simply.
Fewer impressions. More visibility on what is really happening.
Reports
Last 30 days
completed
126
overdue
9
problems
14
by person · by site
DutyTask fits the work you actually do.
When you create the company you can choose your sector and start with a few ready recurring tasks to personalise.
Shop
Opening · Till check · Restocking · Closing
Bar and restaurant
Mise en place · Temperature checks · Cleaning · Closing
Warehouse
Goods in · Inventory check · Station order · Cleaning
Workshop
Equipment check · Spare parts · Station cleaning · Closing
Cleaning
Area checklist · Completion photo · Problem reports · Periodic checks
Studio / office
Operational deadlines · Documents · Periodic checks · Clients · Requests
DutyTask is not another project manager. And it is not another CRM.
You don’t have to build complex boards. You don’t have to run a sales pipeline you don’t need. You don’t have to teach staff a complicated product.
- No complex boards to build.
- No sales pipeline you don’t need.
- No complicated software to teach the team.
What must be done, who must do it, what is the client waiting for, and what happened?
Try it freePlans
All of DutyTask. One subscription.
Team, clients, chat, documents and operational work in the same plan. 14 days of Pro free. No card required.
Start
For small teams that want to organise work and clients without complications.
€39/month
Cancel whenever you want.
- Up to 10 people + owner
- 1 extra administrator
- 1 operational area
- 50 active clients
- Client chat, documents and requests
- Voice dictation
- Installable app (PWA)
Most chosen
Pro
For teams that also want more control, reports and AI.
€79/month
Cancel whenever you want.
- Up to 30 people + owner
- 3 extra administrators
- 3 operational areas
- 250 active clients
- Reports
- Daily AI brief
- Advanced notifications
- 250 AI-indexed documents / month
Business
For more structured organisations, more sites and stronger governance.
€149/month
Cancel whenever you want.
- Up to 100 people + owner
- 10 extra administrators
- 10 operational areas
- 1,000 active clients
- 90-day reports
- Advanced audit and export
- 1,000 AI-indexed documents / month
Enterprise
For organisations with custom needs, limits or onboarding.
Let’s talk
Custom terms and onboarding.
- Custom people
- Custom administrators
- Custom operational areas
- Custom active clients
- Dedicated onboarding
Prices exclude VAT, where applicable. The owner is not counted in people or admin limits. Archived clients do not count toward the active client limit.
Compare all features ↓
| Plans | Start | Pro | Business | Enterprise |
|---|---|---|---|---|
| People | Up to 10 people + owner | Up to 30 people + owner | Up to 100 people + owner | Custom people |
| Admins | 1 extra administrator | 3 extra administrators | 10 extra administrators | Custom administrators |
| Operational areas | 1 operational area | 3 operational areas | 10 operational areas | Custom operational areas |
| Active clients | 50 active clients | 250 active clients | 1,000 active clients | Custom active clients |
| AI-indexed documents / month | 50 AI-indexed documents / month | 250 AI-indexed documents / month | 1,000 AI-indexed documents / month | Custom AI indexing |
| Tasks, recurrences, history | ||||
| Dashboard | ||||
| Required attachments | ||||
| Staff phone view | ||||
| Task dictation | ||||
| Client chat | ||||
| Client portal | ||||
| Client documents | ||||
| Client requests | ||||
| Involve others on a task | ||||
| Reports | — | |||
| Export | — | |||
| Advanced notifications | — | |||
| Daily AI brief | — | |||
| 90-day reports | — | — | ||
| Advanced audit and export | — | — | ||
| Priority support | — | — | ||
| Dedicated onboarding | — | — | — |
Frequently asked questions
Do I need to install an app?
No. DutyTask works in the browser and can be installed as a PWA on compatible devices.
Do employees see the whole company?
No. They see the work that concerns them and the clients assigned to them.
Do clients see internal tasks?
No. The client portal is separate from the internal operational area.
Can I talk to clients from DutyTask?
Yes. Each client can have their own conversation and documents.
Can I ask a client for a document?
Yes. You can create a request with a title, a note, a deadline and an optional required file.
How does AI document search work?
DutyTask can index supported documents and let you search them by title, keywords, extract and client.
Can I link a task to a client?
Yes.
Can I require a photo to complete a task?
Yes. For some tasks you can make an attachment mandatory before completion.
Is the voice recording stored?
No. The audio is used to process the dictation and is not kept by DutyTask after processing.
What happens after the 14 days?
No automatic charge starts unless you subscribe to a plan.
Where is the primary data hosted?
The primary DutyTask database is hosted in the European Union.
The work has to get done. Clients shouldn’t be chased. DutyTask holds it together.
Organise team work, manage clients and try Pro features for 14 days. No card required.
Try DutyTask freeSet-up in a few minutes.