V-Manage · Tasks

Task & Follow-Up
Management

Watch a task run its course: it arrives, AI prioritizes and assigns it, a deadline and reminders keep it moving, it completes, and the dashboard updates live. Nothing slips.

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AI prioritizationSmart assignmentSLA & remindersManager dashboardCross-department

A demonstration of the board: a task arrives, AICP prioritizes and assigns it, then it moves to done while the dashboard updates.

See the real product

The Tasks
workspace.

The manager dashboard your teams use to track work, workload and project health. Captured 2026-08. Click to inspect it full-size.

Tasks · Dashboard
The Veevra Tasks dashboard: status distribution, tasks by project, priority workload and a Gantt timeline Status distribution Priority workload Gantt timeline
Product capture from the live application. Identifying details redacted.

How Tasks works

From assignment
to accountable delivery.

Create work, assign it with priority and a due date, track progress, and let managers see portfolio health while AICP flags what is at risk.

  1. CreateFrom a meeting, a doc, a project or scratch.
  2. AssignOwner, department and project.
  3. PrioritizePriority, tags and SLA due date.
  4. TrackProgress, status and inbox in real time.
  5. AIManager viewAICP surfaces overdue and at-risk work.
  6. CompleteClose, with a full activity history.
  7. ReportPortfolio and team-level reporting.

Inside Tasks

Tasks, owners
and due dates in view.

Task board

One list, all dimensions

Each task shows progress, priority, status, tags, assignees, department, project and due date. Filter, group and act on work across the whole organization.

  • Progress & priority
  • Assignees
  • Department & project
  • Due dates
Tasks · Inbox
The Veevra Tasks inbox: every task with progress, priority, status, tags, assignees, department, project and due date
Product capture from the live application.
Projects

Work organized into projects

Group tasks into projects across teams, with a portfolio timeline and project-health view so leaders can see what is on track and what needs attention.

  • Project portfolio
  • Project health
  • Team workload
Tasks · Projects
The Tasks projects view: project cards with health, team size, task counts, dates and status
Product capture from the live application.
Reports

Portfolio reporting,
exportable

Filter and analyze task activity across teams and projects, with completion, on-time, blocked and overdue metrics, and one-click export to Excel or PDF.

  • On-time & overdue
  • By project & team
  • Export
  • Live filters
Tasks · Manager Dashboard
The Veevra Tasks manager dashboard: completion, on-time delivery, at-risk and priority workload metrics
Product capture from the live application. Identifying details redacted.

Capabilities

Work that gets followed through.

Assign, prioritize and track tasks across teams and departments, against the SLAs you set.

Assignment & Delegation

Assign tasks to people or teams, delegate with full context and reassign as priorities shift.

Prioritization

Priority levels, due dates and dependencies so the right work happens first.

SLA Enforcement

Deadlines with automated reminders and escalation when tasks run late.

Cross-Department Tracking

Follow work as it moves between departments. One view, no silos.

Sub-Tasks & Checklists

Break work into steps with checklists and progress tracking.

Notifications & Reminders

Timely nudges by email and in-app so nothing slips.

Smart task management

AI keeps work on track.

Smarter assignment, earlier warnings and daily clarity on what needs attention.

Smart Assignment

Suggest the best owner from workload and skills.

Priority Prediction

Surface tasks likely to slip before they do.

Workload Balancing

Spot overloaded teams and rebalance.

Summary Digests

Daily AI summaries of what needs attention.

Why Veevra Tasks

Assign tasks and track deadlines.

Total Visibility

Tasks, owners and deadlines in one place.

SLA Discipline

Automated escalation keeps commitments on track.

Works Everywhere

Tasks span departments and the whole V-Manage suite.

Audit Trail

Who did what, and when, recorded automatically.

Architecture

How it fits the platform.

Tasks is a capability of the V-Manage family. It works independently and can be purchased individually or as part of the complete V-Manage family.

What it is

Task assignment, prioritization, SLA tracking and portfolio reporting on one governed layer.

Works with V-Core

V-Core provides Identity and Insight capabilities and may be purchased alongside this family when required.

Optional AI enhancement

This capability works without AI. Customer-controlled deployments may be enhanced through separately deployed AICP. Veevra-hosted SaaS may be enhanced through a separate AICP Enterprise subscription.

Deploy your way

Deploy on-premises, air-gapped, in your public or private cloud, as Veevra-hosted SaaS, or through a hybrid model.

Where it's used

Follow-through, across sectors.

Government & Public SectorFinancial ServicesHealthcareHigher Education Professional ServicesLarge Enterprises

See it on your systems

Get a tailored walkthrough

Leave your details and our team will show you Veevra working in your environment, with no commitment.

Ready to get work
over the line?

See how Veevra Tasks turns scattered to-dos into tracked, accountable follow-through.

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