Taxza task management generates work automatically: every invoice and order creates one task per service, so nothing is forgotten. Intelligent auto-assignment then routes each task to the right-skilled staff member with the lowest current workload who is checked in that day — balancing the team without a manager assigning by hand.
The problem
When work is assigned manually, things slip. Some staff are overloaded while others are idle, tasks get lost between a sale and delivery, and partners spend their day allocating work instead of doing it.
How Taxza solves it
Taxza closes the gap between selling and doing. The moment an invoice or order is created, the matching tasks appear and assign themselves to the best-placed person — skilled for the work, least loaded, and present today. Managers supervise by exception instead of dispatching every job.
How it works
Work creates tasks
Each service on an invoice or order becomes its own task automatically.
Auto-assignment routes it
Taxza picks the right-skilled staff member with the lowest workload who is checked in today.
Progress is tracked
Staff work their queue while supervisors watch status and the audit trail records every change.
Key capabilities
Auto-generated tasks
One task per service, created from invoices and orders.
Skill-based routing
Tasks go to staff who can actually do the work.
Workload balancing
The least-loaded eligible person gets the next task.
Attendance-aware
Only staff checked in today receive new work.
Clear queues
Everyone sees exactly what they are responsible for.
Task comments
Clients and staff can comment to move work forward.
Benefits
- Nothing sold ever goes undelivered.
- Balanced workloads across the team, automatically.
- Partners stop spending the day assigning work.
- Work only goes to people who are present and able.
- Full visibility of who is doing what.
Example workflow
- You invoice a client for three services.
- Taxza creates three tasks — one per service.
- Each task auto-assigns to the best-suited, least-busy staff member on duty.
- Supervisors track progress; the audit trail logs every step.
Who it’s for
For growing firms whose partners are bottlenecked assigning and chasing work, and who want delivery to keep pace with sales.
Task Management — questions & answers
Automatically. Every service on an invoice or order becomes its own task, so work is never missed between selling and delivering.
It routes each task to a right-skilled staff member with the lowest current workload who is checked in that day.
Yes. Auto-assignment handles the default routing, and supervisors retain oversight of every task and its history.
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