Task Management

Build your own small business task management, no code required

Organize tasks, streamline workflows, and enhance productivity with a customizable solution tailored to your small business needs.

A user interface displaying a task management dashboard for small businesses, featuring task lists, progress indicators, and navigation menus.
small business task management mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your task management data in real time

Connect spreadsheets, project management tools, and calendars with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your tasks.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Empower small business teams to track, assign, and manage tasks with the right tools and access. Set up secure logins, user groups, and permissions in minutes—no IT support needed.

Advanced permissions

Give managers, staff, or contractors tailored dashboards with access to only the tasks and info they need.

User groups

Give managers, staff, or contractors tailored dashboards with access to only the tasks and info they need.

Automations

Connect your favorite tools to automate recurring tasks, reminders, and updates—keep your team focused.

Works on any device

Access and update tasks from any device. Your task management app is mobile-ready out of the box.

Easy, secure logins

Let your team log in easily with Google, email, or SSO—no IT hassle required.

Security

Protect your team’s task data with strong SOC2 and GDPR-compliant security controls.

AI Magic

Put AI to work for teams

Teams can ask AI about tasks, deadlines, or status updates—get instant answers directly inside your task management app.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building small business task management

Easy, fast setup

Set up your small business task management app in minutes with drag-and-drop blocks and templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily adjust tasks, workflows, or team permissions as your small business needs change.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage tasks, schedules, and team updates all in one place—no need for extra apps or logins.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom task management in minutes

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is small business task management?
What are the benefits of building small business task management with Softr?
What types of features can I build into my small business task management tool?
Do I need to know how to code to build a small business task management tool in Softr?
Can I manage multiple clients or teams in the same small business task management platform?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my small business task management app in Softr, including using my own branding?
Can I customize the design and layout of my small business task management app?
How secure is my data in Softr apps?
How much does it cost to build a small business task management app with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your small business task management app

Set up your first Task Management tool in minutes
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