Work smoothly with your team, with the help of trackable tasks and instant messaging
Get approvals faster
Send review-ready documents to colleagues – once approved, get them in the hands of clients quicker.
Action feedback in real-time
Easily exchange details over in-built chat and gather feedback within the document itself.
Stay on top of your to-do list
Use task tracking to keep an eye on all your tasks, whether they’re with colleagues or clients.
Track and notify
Follow tasks from creation to completion and get email notifications when collaborators mark them as done.
Task management
How it works
How do I know if I have new tasks?
SuiteFiles has a built-in task dashboard and email notifications. You’ll see alerts in-app and via Outlook or mobile when tasks are assigned or due.
How can I track the progress of tasks I’ve assigned?
Use the task manager dashboard to filter by status (e.g. completed, pending). Notifications update in real time, and task threads show comments and file links for full context.
Can I use tasks outside of my team?
Yes. You can assign tasks to external users via SuiteFiles Connect and SharePoint guest access. They can complete tasks or review documents as collaborators.
Trusted by over 12,000 professionals around the world with 99.6% renewing every year
Elevating task management:
how The Outsider replaced scattered
files and endless email chains with SuiteFiles’ real-time task tracking and document workflows.
Problem
After launching in 2021, The Outsider quickly found themselves drowning in fragmented document systems and inefficient collaboration. Tracking down files in emails, unreliable version control, and manually assigning document review strains hindered their growth and client delivery.
Outcome
The Outsider reclaimed hundreds of admin hours annually, simplified task management workflows, eliminated misplaced emails, and enhanced version control across the firm.
Solution
SuiteFiles provided an integrated workspace with automated folder creation, one-click sync across Microsoft 365, and task management built right into the platform. Now, instead of emailing directors and clarifying file locations, The Outsider sends tasks that directly link to documents, with automated notifications when reviews are completed.
Moreover, its intelligent email and document templates – pre-populated with client data from XPM – eliminated double-handling and manual email work. The intuitive task dashboard lets the team assign, monitor, and complete tasks in context, boosting accountability and collaboration.
“Before SuiteFiles, when we’d like workpapers reviewed we’d have to email our director, explain where the file was stored and wait to hear back. Now we can send a task linking directly to the file and get notified when it’s completed.”
Alison
Senior Consultant at The Outsider
Ready to streamline your client collaboration?
Book a personalized demo to learn how SuiteFiles can help you ditch the admin and simplify your workflows.