Project Management
Document Workflow
Employee Management
Everything under control. Even if you have five offices, three shifts, and one day off for the whole team.
Task Manager for B2B Service Companies
Upservice Task Manager is a system that brings tasks, people, and clients together in one workspace. Project management, document workflows, employee control, and client communication — easy to understand and quick to implement.
Built for companies that have outgrown Excel but do not want to spend months implementing a complex ERP system.
Assignments and recurring tasks — organized in a flexible structure.
Transparent workload management for people and teams — without overload or idle time.
Notifications and reminders — no task gets stuck without attention.
Filters, tags, and search — quickly find what you need, even across thousands of tasks.
Change and comment history — all communication and actions are saved.
Tasks That Don’t Get Lost. Projects That Keep Moving.
Time tracking for tasks
Reminders for assignees
Reports for each employee
Action history and secure file access
Finally, You Can See Who Is Doing What — and What Is Slowing Work Down
Guest Access to Projects
*Connecting guest users in Upservice is free!
Invite clients and contractors to your project.
Clients can track task statuses, join discussions, and attach files.
All comments, deadlines, and documents are kept in one place.
Transparent work without extra calls, emails, and misunderstandings.
Helps formulate tasks based on client correspondence.
Suggests wording options for replies to clients or colleagues.
Automates “drafting an email to a client.”
Helps prepare a commercial proposal correctly.
Explains to employees how to solve a task when they are not sure what to do.
Helps translate the essence of a task and colleagues’ comments if they are written in English or another language.
Helps prepare acts, contracts, and explanatory notes.
And much more — everything modern GPT models can do.
Explains company processes to new employees and speeds up onboarding.
No magic — just time saved every day.
AI Assistant Inside Tasks
Kanban Board
An intuitive Kanban board for task management:
Stages, statuses, and priorities.
Suitable for support, sales, production, and internal operations.
Quick grouping and filters.
See where tasks are located and how many there are directly on the map.
You can filter tasks by regions, branches, or areas of responsibility.
Conveniently assign work between engineers and field crews.
For field teams and distributed locations:
Task Display on the Map
Reports That Calculate Everything Automatically
No guesswork — only facts ready for management decisions. Reports can be exported for a client or for leadership.
You can immediately see where the bottlenecks are and how to optimize work.
Instead of manually collecting numbers in Excel, you get ready-made management reports:
Client and source analytics: reports on chats, requests, and advertising channels.
AI Assistant: helps create and analyze any reports faster, including reports based on your own parameters.
Customer service quality: SLA, response speed, reports on orders, purchases, and even each operator.
Employee and department performance: time spent, discipline, workload, and heat maps.
Frequently Asked Questions
Our service is suitable for managing tasks and projects in B2B service companies. It brings tasks, people, and clients together in one workspace, launches quickly, and does not require complex implementation.
Yes. The task structure, roles, and transparent employee workload management allow both small departments and distributed teams to work effectively. That is why Upservice Task Manager is suitable for small teams as well.
You can launch it within a day: explore the interface, invite colleagues, assign roles, and start creating tasks.
Yes. The system offers 4 task view modes: standard list view, vertical view/Kanban, Gantt chart, and map view.
Yes. The map shows where tasks are located and how many there are by region or branch. It is convenient for assigning work between engineers and field crews across territories.
Ready-made management analytics: SLA and response speed, reports on orders, purchases and operators, time and discipline, department workload, and heat maps. Reports can be exported to XLSX or CSV for management or clients.
Upservice includes guest access to projects: clients can see statuses, join discussions, and attach files. You can also provide guest access to individual tasks. Connecting guest users is free.
The AI Assistant helps formulate tasks, suggests replies to clients and colleagues, helps prepare acts, contracts, and explanatory notes, and speeds up employee onboarding.
No. The product is designed for companies. Individual or personal use is not supported.
Try Upservice Task Manager
See how work can become simpler, faster, and result-driven.
*Please note: the task manager is NOT intended for individuals or personal use.
Support and training are already included in the price!
Import your current tasks, assign roles, connect chat and telephony — and start working right away. No integrator, no methodologist, no week-long implementation.
From Excel to Real Management
