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Built for teams of 2–15

Manage Tasks, Teams &Daily Operations fromOne Simple Platform

TaskMitra helps businesses streamline task management, team collaboration, and daily operations — with notes, checklists, WhatsApp alerts, and automated reports in one easy-to-use platform.

Assign & Track Tasks
Team Collaboration
Notes & Checklists
WhatsApp Alerts
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10k+

Daily Tasks Organized

70+

Startups Using TaskMitra

15+

Industries Supported

98%

Task Completion Efficiency

TaskMitra calendar view
Designed For

One Platform for Every Team

From business owners and managers to team leads and field staff, TaskMitra helps everyone stay aligned, accountable, and productive.

Business Owners

  • Monitor operations, track employee activities, receive reports, and stay updated through real-time notifications and WhatsApp alerts.

Project Managers

  • Assign tasks, manage deadlines, track progress, and collaborate with teams from a centralized workspace.

Team Leads

  • Distribute work, manage checklists, monitor task completion, and ensure team accountability.

Site Managers

  • Track site activities, manage field teams, upload notes, complete checklists, and share progress updates.

Employees

  • View assigned tasks, update status, complete checklists, add notes, upload files, and receive reminders for pending work.
Use cases

How Businesses Use TaskMitra Every Day

Real workflows for CA firms, law offices, clinics, real estate, design studios, manufacturers, and distributors — with problems, solutions, and example tasks.

Chartered Accountant Firm

The Problem

A CA firm manages multiple clients, tax filings, audits, and compliance deadlines every month. Team members often receive instructions through calls, WhatsApp, or emails, making it difficult to track pending work.

How TaskMitra Helps

Create tasks for each client, assign responsibilities, set deadlines, add checklists, and track progress from one place.

Typical Task List

  • GST Return Filing
  • Income Tax Return Submission
  • Client Document Collection
  • Audit Report Review
  • TDS Return Filing
  • Compliance Deadline Follow-Up

Law Firm

The Problem

Law firms handle multiple clients, hearings, legal documents, and deadlines simultaneously. Tracking work through messages and calls often creates confusion.

How TaskMitra Helps

Assign legal work, attach case notes, set reminders, and monitor progress without repeated follow-ups.

Typical Task List

  • Draft Legal Agreement
  • Client Document Verification
  • Court Hearing Preparation
  • Legal Notice Preparation
  • Case Status Review
  • Compliance Filing

Clinic & Hospital

The Problem

Clinic managers and administrators must coordinate staff activities, patient follow-ups, medicine inventory, and maintenance work every day.

How TaskMitra Helps

Schedule recurring tasks, assign responsibilities, and receive reminders for important operational activities.

Typical Task List

  • Patient Follow-Up Calls
  • Medicine Stock Verification
  • Doctor Schedule Management
  • Equipment Maintenance Check
  • Insurance Claim Documentation
  • Staff Attendance Review

Real Estate Consultant

The Problem

Property inquiries, site visits, and client follow-ups are often managed manually, causing missed opportunities and delayed responses.

How TaskMitra Helps

Track every lead, schedule reminders, and monitor follow-ups until the deal is closed.

Typical Task List

  • Property Site Visit
  • Client Follow-Up Call
  • Property Document Collection
  • Agreement Preparation
  • Lead Qualification
  • Site Inspection

Interior Designers & Architects

The Problem

Managing client approvals, vendor coordination, site visits, and task execution through multiple channels can become chaotic.

How TaskMitra Helps

Keep all activities, notes, files, and follow-ups organized under one workspace.

Typical Task List

  • Design Approval
  • Site Visit
  • Vendor Follow-Up
  • Material Procurement
  • Progress Review
  • Client Meeting

Small Manufacturing Unit

The Problem

Owners frequently call supervisors to check production status, inventory availability, machine maintenance, and dispatch schedules.

How TaskMitra Helps

Assign operational tasks, receive updates, and monitor progress without constant phone calls.

Typical Task List

  • Production Planning
  • Raw Material Check
  • Machine Maintenance
  • Quality Inspection
  • Dispatch Preparation
  • Inventory Verification

Traders & Distributors

The Problem

Managing orders, deliveries, payment collections, stock checks, and vendor purchases manually often results in missed follow-ups.

How TaskMitra Helps

Track every business activity with reminders, ownership, and progress tracking.

Typical Task List

  • Customer Payment Follow-Up
  • Delivery Confirmation
  • Stock Verification
  • Vendor Purchase Order
  • Customer Order Dispatch
  • Outstanding Payment Collection
Benefits

Built for Growing Teams

Built for growing businesses with 2–15 employees, TaskMitra brings tasks, teams, notes, checklists, and daily operations together in one simple and organized workspace.

Task Ownership

Assign tasks with clear ownership, priority, and deadlines so nothing gets missed and everyone knows exactly what they're responsible for.

Less Follow-Up

Reduce constant follow-ups, calls, and messages by keeping all task updates, progress, and communication in one place.

🔄

Recurring Tasks & Reminders

Set recurring tasks and automatic reminders for daily, weekly, monthly, or ongoing activities to keep your business running smoothly.

📱

WhatsApp Alerts & Reports

Receive task reminders, due date alerts, status updates, and reports directly on WhatsApp for faster action and better visibility.

📝

Notes Management

Store meeting notes, client discussions, site updates, and Task information alongside related tasks for easy access.

☑️

Smart Checklists

Create checklists for inspections, approvals, onboarding, compliance activities, and recurring processes to ensure nothing is overlooked.

👥

Team Accountability

Track who created a task, who is working on it, and when it was completed to keep teams responsible and productive.

📊

Work Progress Tracking

View pending, ongoing, completed, and overdue tasks across employees, teams, and departments from a single dashboard.

🤝

Team Collaboration

Bring tasks, notes, files, comments, and updates together in one centralized workspace for seamless collaboration.

⚙️

Workflow Standardization

Standardize recurring work and workflows so your team follows the same process every time, improving efficiency and reducing errors.

🌍

Industry Flexible

Whether you're a CA firm, law firm, real estate consultant, architect, manufacturer, distributor, marketing agency, software company, or construction business, TaskMitra adapts to your workflow.

Features

Core Features

Everything you need to manage tasks, teams, and daily operations from one platform.

🌎

Multi-Language Support

Use TaskMitra in your preferred language including English, Hindi, and Gujarati for a more comfortable experience.

📋

Task Management

Create, assign, prioritize, and track tasks with complete visibility into progress and ownership.

👥

Team Task Assignment

Assign tasks to employees, team members, or departments and monitor work status in real time.

🎯

Task Priorities

Mark tasks as High, Medium, or Low priority so teams can focus on the most important work first.

Due Dates & Deadlines

Set deadlines and due dates to ensure tasks are completed on time.

🔄

Recurring Tasks

Automate daily, weekly, monthly, or custom recurring tasks for routine business activities.

🔔

Task Reminders

Schedule reminders to ensure important tasks, follow-ups, and deadlines are never missed.

📱

WhatsApp Alerts & Notifications

Receive task assignments, reminders, overdue alerts, and status updates directly on WhatsApp.

📊

Automated Reports

Get daily, weekly, and monthly reports on team performance and task progress.

📈

Task Progress Tracking

Track Pending, In Progress, Completed, and Overdue tasks from a centralized dashboard.

👤

Task Ownership

Clearly define who is responsible for every task to improve accountability.

☑️

Task Checklists

Break large tasks into smaller actionable steps and track completion easily.

📝

Notes Management

Create and organize notes for meetings, client discussions, Task updates, and internal communication.

📌

Pinned Notes

Pin important notes to keep critical information visible at the top for quick access.

Favorite Notes

Mark frequently used notes as favorites for faster retrieval.

🎤

Voice Notes

Record and save voice notes within tasks and notes for quick updates, instructions, or observations.

📎

File Attachments

Attach documents, invoices, images, drawings, contracts, PDFs, and other supporting files.

📸

Proof of Completion

Require employees to upload photos, documents, or proof before marking a task as completed.

🔒

Mandatory Proof Submission

Enable "Submit Proof Required" while creating a task to ensure assigned users provide evidence before task closure.

💬

Task Comments

Collaborate through task-specific comments and discussions instead of scattered chats.

🤝

Team Collaboration

Keep communication, files, updates, notes, and task activities in one place.

📅

Calendar View

View upcoming, pending, completed, and overdue tasks in an easy-to-use calendar format.

🔔

Notification Center

Stay updated with task activity, reminders, assignments, approvals, and important alerts.

🏢

Workspace Management

Create dedicated workspaces for teams, departments, clients.

👨‍💼

Employee Task Tracking

Monitor employee workload, task completion, and productivity from a single dashboard.

📊

Team Performance Visibility

Gain complete visibility into team activities, pending work, and completed tasks.

🛠️

Workflow Management

Standardize business processes and ensure teams follow consistent workflows.

📜

Activity History

Track who created, updated, completed, or modified tasks with a complete activity log.

🚀

Mobile-Friendly Access

Manage tasks, notes, and teams anytime, anywhere through a simple mobile interface.

📌

Status-Based Tracking

Track work based on status such as Pending, In Progress, Completed, Overdue, and On Hold.

App preview

Beautifully Designed for Peak Productivity

A distraction-free UI that puts your goals front and center.

Plan your day
Calendar View

Calendar View

Plan your day efficiently with a clear view of upcoming, pending, completed, and overdue tasks.

Notes & checklists
Notes & Checklists

Notes & Checklists

Capture important notes, voice memos, and checklists to keep information organized and actionable.

Stay updated
Notifications & Reminders

Notifications & Reminders

Stay updated with real-time task alerts, reminders, assignments, and status updates in one centralized feed.

Swipe to explore all features →

Industries

Built For Every Industry

From CA firms and law offices to distributors, manufacturers, and software teams, TaskMitra helps businesses streamline tasks, improve accountability, and manage daily operations more efficiently.

📊

Chartered Accountant Firms

Tax, Audit & Compliance Management

⚖️

Law Firms & Consultants

Case & Legal Workflow Tracking

🏠

Real Estate Consultants

Property & Client Follow-Up Management

🎨

Interior Designers & Architects

Design, Project & Site Execution Management

📐

Clinics & Healthcare

Staff & Appointment Management

🏭

Government Offices & Public Sector Organizations

Government workflow management

📦

Manufacturing Units

Production & Operations Tracking

📣

Traders & Distributors

Orders, Deliveries & Collections

💻

Marketing Agencies

Campaign & Client Management

🏗️

Software Companies

Task & Sprint Tracking

🏥

Construction Companies

Site & Contractor Coordination

🛍️

Retail Businesses

Daily Operations & Team Tasks

🚗

Automobile Dealerships

Sales & Service Coordination

🎓

Educational Institutes

Staff & Administrative Tasks

🔧

Service Businesses

Field Staff & Job Tracking

🏨

Hospitality Businesses

Operations & Team Management

🚚

Logistics Companies

Dispatch & Delivery Tracking

🏢

Small & Medium Businesses

Team Productivity Management

Testimonials

Trusted by Growing Businesses

See how business owners, project managers, and team leaders use TaskMitra to improve productivity, accountability, and team collaboration every day.

Before TaskMitra, most of our work updates were scattered across WhatsApp groups and spreadsheets, making it difficult to track responsibilities and deadlines. Now, every task has an assigned owner, status, checklist, and timeline. The WhatsApp reminders keep everyone on track, and our team accountability has improved significantly.

Michael Anderson

Operations Director, BrightStone

As a growing CA firm, managing GST filings, audits, client documents, and compliance deadlines across multiple team members was becoming challenging. TaskMitra helped us centralize tasks, maintain client notes, create compliance checklists, and ensure nothing falls through the cracks.

Priyal Mehta

Partner, Mehta Tax Consultants

What I like most about TaskMitra is its simplicity. Our project managers can assign work, monitor progress, capture site notes, and track task checklists without needing complex task management software. It fits perfectly for a team of our size.

Dev Shah

Owner, Dev Constructions

TaskMitra has become an essential part of our daily operations. From customer follow-ups and delivery tracking to team coordination and daily reports, everything is organized in one place. The WhatsApp alerts and automated reports help us stay informed even when we're away from the office.

David Willson

General Manager, Willson Electrical Distributors

FAQ

Got Questions? We've Got Answers.

TaskMitra is a task management and team collaboration platform that helps businesses organize tasks, track task progress, manage their daily operations, and improve team productivity from one centralized workspace.
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