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.

Request a DemoSee the real product
AI prioritizationSmart assignmentSLA & remindersManager dashboardCross-department

A live board: a task arrives, AICP prioritizes and assigns it, then it moves to done while the dashboard updates in real time.

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

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

Every task, owner
and due date in view.

Task board

One list, every dimension

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
Projects

Work organized into projects

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

  • Project portfolio
  • Timeline
  • Project health
  • Team workload
Tasks · Projects
Project portfolio view
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 · Reports
The Veevra Tasks reports: total, completed, in-progress, blocked and overdue metrics with export

Capabilities

Work that gets followed through.

Assign, prioritize and track every task across teams and departments, with SLAs that hold.

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

Follow-through, guaranteed.

Total Visibility

Every task, owner and deadline in one place.

SLA Discipline

Automated escalation keeps commitments honest.

Works Everywhere

Tasks span departments and the whole V-Manage suite.

Audit Trail

Who did what, and when. Always recorded.

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, in every sector.

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.

How to get started

From first look
to live deployment.

A clear path: explore the platform, evaluate it against your systems and sector, agree scope and terms, then go live in the environment you choose.

  1. Explore

    Understand the platform and where it fits your organization.

    Explore the platform →
  2. Evaluate

    See it live against your systems, sector and constraints.

    Request a demo →
  3. Procure

    Agree scope, deployment model and commercial terms.

    Talk to our team →
  4. Get started

    Deploy in your environment: cloud, on-premises or air-gapped.

    See deployment models →

Ready to get work
over the line?

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

Request a Demo