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Team → Tasks is a shared to-do list for your company — part task manager, part safety net. You and your team create and assign tasks, and Bolto adds its own system tasks for anything time-sensitive: payroll approvals, blocked employees, I-9 deadlines, tax registrations. Everyone has a Tasks page — admins under Team, employees and contractors in their own portals.

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Working with tasks

Tasks are organized into Today, This week (a drag-and-drop day board), All Tasks, and Completed, with sorting and an assignee filter. Creating a task takes a title, an optional description, a due date, and assignees:
  • Anyone can create tasks for themselves
  • Owners and Contractor Managers can assign tasks to others — including multiple assignees at once, where each person completes their own copy
  • Assignees are notified by email on assignment, reassignment, and edits

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System tasks

Bolto creates tasks automatically when something needs a human, assigns them to the right people, and completes them automatically when the underlying work is done. Examples: Each system task deep-links to the exact page where the work happens, and carries the real deadline (payroll approval cutoffs, the I-9 3-business-day window). System tasks can’t be edited — they clear themselves when the underlying item is resolved.