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Task Management for MSME Teams That Need Follow-Through, Not Follow-Up Chaos

Create tasks in seconds, assign them with clarity, send automatic WhatsApp reminders, and track team progress across Web, Android, and iOS — all from one app built for growing businesses.

Web App Android App iOS App
Trusted by 12,000+ MSMEs 35+ Industries 4.5/5 Average Rating

Trusted by growing businesses across India

10+ Years of Experience
12,000+ MSMEs Automated
35+ Industries Served
4.5/5 Average Rating

See How Automate Tasks Works in Real Business Workflows

Watch how MSME teams assign work, follow deadlines, and track progress without depending on scattered chats and manual follow-ups.

Still Managing Work on WhatsApp Groups and Spreadsheets?

That might work for a few people. It starts breaking when your business grows, deadlines multiply, and accountability matters.

WhatsApp & Spreadsheets
Automate Tasks
Work gets buried in chats and verbal follow-ups
Every task gets its own owner, deadline, priority, and status
Managers keep chasing updates manually
Reminders go automatically on WhatsApp and email
No clarity on what is pending or overdue
Dashboards show pending, overdue, completed, and team-wise progress
Repeating work is recreated every week
Recurring tasks run automatically with holiday skip logic
Team members say they missed the instruction
Assignments, reminders, and updates stay visible in one workspace

Features

Assign Work in Minutes, Not Meetings

Create tasks with title, description, deadline, priority, and assignee. Generate tasks using AI prompts or voice commands, add voice notes for extra clarity, use sub-tasks, checklists, and templates, and upload tasks in bulk through CSV when you are setting up work at scale.

Keep Teams Accountable Without Constant Follow-Up

Set target dates, reminder dates, recurring schedules, and admin-level reminder defaults so tasks stay on track. Send updates on WhatsApp and email, respect user timezone settings, and skip scheduled work automatically on defined holidays.

Give Every Role the Right Level of Access

Use admin, manager, member, and dynamic custom roles to control who can see pages, assign work, manage users, or delegate sub-tasks. Import users in bulk, update credentials when access changes, and maintain workspace-level visibility without exposing everything to everyone.

See What’s Moving, What’s Stuck, and Who Needs Support

Track work through list and Kanban views, filters by assignee, status, priority, project, and date, plus workspace activities and group timelines. Use dashboard reports, group reports, scoring, exportable insights, idea boards, and AI summaries to review execution without micromanaging the team.

Platforms

Built for Managers on Web and Teams on Mobile

Automate Tasks fits how MSMEs actually operate — managers review on web while teams execute and update work on mobile.

🌐

Web App

Best for admins and managers creating tasks in bulk, reviewing dashboards, exporting reports, and managing users, permissions, and workspace settings.

🤖

Android App

Best for day-to-day execution, field coordination, reminders, task updates, comments, and quick progress tracking across active teams.

🍎

iOS App

Best for on-the-go review, task updates, reminders, collaboration, and manager visibility when work is happening across locations.

Why MSME Teams Choose Automate Tasks

Core capabilities for assigning work faster, following up automatically, and keeping execution visible across teams.

AI Task Creation

Generate tasks from a quick prompt so managers can delegate faster without drafting every detail manually.

Voice Notes & Voice Commands

Speak tasks on the go, add voice notes for clarity, and let AI turn them into structured work items.

WhatsApp Reminders

Assignments, reminders, and overdue alerts reach team members on a channel they already check every day.

Recurring Tasks

Automate routine follow-ups, inspections, reviews, and reports with daily, weekly, monthly, yearly, or custom schedules.

Group-Based Task Management

Run tasks team-wise by department, branch, project, or client group with shared visibility and timelines.

Dashboard Scoring

Track completion, timeliness, backlog control, and team-wise performance in one internal productivity view.

Bulk Upload & Bulk Actions

Import tasks by CSV and handle updates, completion, or cleanup faster when your team is managing work at scale.

AI Summaries

Summarize task activity, checklist progress, and updates quickly before review meetings or follow-ups.

Use Cases

How Different Teams Use Automate Tasks

From operations to founders, Automate Tasks adapts to the workflows MSMEs run every day.

🏭

Operations

Manage daily follow-ups, production tasks, branch coordination, and handoffs with clear owners and deadlines.

📈

Sales Teams

Assign lead follow-ups, callbacks, visit tasks, and manager reviews so no prospect goes cold.

🛠️

Service Teams

Track installation, dispatch, support, escalations, and after-sales work without losing updates in chats.

🧾

Admin & HR

Handle onboarding, audits, recurring internal tasks, approvals, policy reminders, and office coordination.

📋

Project Teams

Break work into checklists, sub-tasks, and templates while monitoring progress group-wise.

👨‍💼

Founders

Get one place to review what is pending, overdue, completed, and where teams need support.

Go Beyond Your Spreadsheet

3 Platforms: Web, Android, iOS
2 Reminder channels: WhatsApp and email
AI Prompt, voice, and activity summary assistance
4 Core views for tracking and follow-up
Roles Admin, manager, member, and custom access

Integrations

Works With the Tools Your Team Already Uses

Connect task execution with CRM workflows, WhatsApp communication, and calendar visibility without adding more operational chaos.

🔗

Automate Sales CRM

Create follow-up tasks automatically when leads move stages, forms are submitted, or sales actions need owner accountability.

💬

WhatsApp Business API

Send assignment alerts, reminder nudges, and task updates through WhatsApp so follow-through happens on familiar channels.

📆

Google Calendar

Push reminders into calendars so important tasks stay visible alongside the working day. Slack and additional calendar flows can follow next.

Why Automate Tasks Works for Growing MSME Teams

Visible

Track pending, overdue, and completed work in one place

Managers no longer need to piece together updates from calls, chats, and spreadsheets to understand execution status.

On-Time

Automate reminders and recurring follow-up

Recurring schedules, reminder defaults, and holiday-aware task planning help teams stay consistent without manual chasing.

Scalable

Grow from a small team to multi-role operations

Use roles, groups, templates, bulk actions, and activity visibility to manage work cleanly as the business expands.

Real Stories. Real Operational Wins.

These are customer outcomes and experiences, not promises. See how MSME teams use Automate Tasks to create more clarity and follow-through.

See how MSMEs across industries use Automate Business to grow faster

Manufacturing

Managing 120 employees across 3 locations used to be a nightmare. Automate Tasks with AI and WhatsApp reminders increased our team productivity by 70%.

P
Priya Sharma Operations Head, Sharma Manufacturing
Real Estate

As a solopreneur managing 50+ properties, I needed everything in one place. Automate Business replaced 6 different tools I was paying for separately.

V
Vikram Reddy Founder, Reddy Realtors

Frequently Asked Questions

Is Automate Tasks only for large teams?

No. Automate Tasks is designed for MSMEs at different stages — from founders managing a small team to businesses coordinating multiple departments, branches, or field staff. You can start simple and expand with roles, groups, templates, and dashboards as your operations grow.

Can I use it for field staff and branch teams?

Yes. Teams can receive assignments, reminders, and updates on mobile, while managers can review progress on web. This works well for branch operations, field teams, service staff, and distributed teams that need clear follow-up.

Can admins control who assigns sub-tasks?

Yes. Admins can define permissions for who can assign sub-tasks, including manager-only access or broader access depending on how your team is structured. You can also create custom role-based access for different pages and workflows.

Does it support recurring work and holiday exclusions?

Yes. You can schedule recurring tasks daily, weekly, monthly, yearly, or on a custom cycle. Holiday lists can be defined so tasks scheduled on those dates are skipped automatically.

Can I send reminders on WhatsApp?

Yes. Automate Tasks supports reminders and task updates through WhatsApp as well as email, helping teams receive follow-ups on channels they already use in daily work.

Can I upload tasks and users in bulk?

Yes. You can import tasks and users through CSV files, which is useful when you are migrating from spreadsheets or setting up larger teams quickly.

Is it available on web, Android, and iOS?

Yes. Automate Tasks is available across web, Android, and iOS so managers and team members can stay aligned whether they are at a desk, on the floor, or on the move.

Can it work with our CRM or Google Calendar?

Yes. Automate Tasks can connect with Automate Sales CRM for workflow-driven task creation, and Google Calendar can be used for reminder visibility. WhatsApp Business API support also helps connect task follow-up with your communication workflows.

What is the difference between checklists and sub-tasks?

Checklists are simple tick-mark items inside a task for step-by-step completion. Sub-tasks are full tasks with their own assignee, deadline, and status, which makes them better for dependent work across team members.

Can I see overdue work team-wise or group-wise?

Yes. Dashboards, activity tracking, filters, and group views help you review pending, overdue, and completed work by team, assignee, status, priority, project, or date.

Stop Chasing Updates. Start Running Work With Clarity.

Automate Tasks helps MSME teams assign work, follow up automatically, and stay accountable across departments, branches, and mobile teams.