Client-facing workflow task management software.
With Clustdoc task management features, you can automate repetitive actions, assign tasks across teams, and track progress with a platform built for workflow efficiency.
With Clustdoc task management features, you can automate repetitive actions, assign tasks across teams, and track progress with a platform built for workflow efficiency.
Task management is about overseeing tasks from start to finish, handing off subtasks to team members, and setting deadlines to ensure the timely completion of your onboarding project.
Whether you're launching a new client, merchant, partner onboarding workflow or need to collect online applications from students or borrowers, Clustdoc workflow task management capabilities will allow you to make things happen in no time.
During the intake phase specifically, task management is the key to making sure that key internal stakeholders are up to speed with the process and are able to make clients have a top-notch experience from day one.
CLEAR RESPONSIBILITIES
With Clustdoc task management feature there's no confusion about who's in charge of checking submitted files, who's approving a client's payslips, and who's managing the client relationship.
This clarity in terms of responsibilities means you can increase the level of service provided to your customer while empowering your team to work more efficiently with clear guidelines and smart workflows.
Because everyone knows their role and what needs to happen, you're more likely to actually reach your destination, in this case, successfully onboarding your client.
Clustdoc helps you align your customers' tasks with those of your team, ensuring clear tracking and smooth progress.
Clear workflows ensure each task follows the right sequence and logic, reducing confusion and delays across teams.
Everyone stays informed thanks to real-time dashboards that highlight progress, bottlenecks, and overdue actions.
Task assignments, reminders, and routing rules run automatically in the background, so your processes move forward without constant supervision.
Every client or project follows the same workflow logic, ensuring standardized execution, even across departments or locations.
INTERNAL TASK MANAGER
Assign, monitor, and complete tasks internally while maintaining full visibility on your team’s progress.
With clearly defined roles and responsibilities, your team can easily stay organized and aligned, ensuring that nothing is overlooked during client onboarding.
Each member knows exactly what is expected, allowing them to focus on completing their tasks efficiently.
SHARED ONBOARDING TASKS
Our workflow task management software allows your team to seamlessly align internal workflows with client actions, creating a unified and transparent onboarding process.
As tasks such as document reviews, approvals, and compliance checks are completed internally, corresponding steps can be automatically triggered for clients, ensuring everyone is on the same page.
This reduces the need for manual updates and helps teams focus on delivering value rather than managing tedious follow-ups.
AUTOMATION & REMINDERS
With Clustdoc, you can automate routine updates, ensuring that no task is forgotten.
By setting automated reminders, teams can stay on top of their responsibilities without manual follow-ups, reducing missed deadlines and improving overall efficiency.
Whether it's notifying team members of upcoming deadlines or updating clients on progress, the system keeps workflows moving seamlessly.
Learn more about Clustdoc workflow task management software.
Clustdoc is a client onboarding and verification software. So, while using our onboarding task list feature in your process, a good approach would be to start by grouping tasks based on the audience. First, you'll be able to add onboarding tasks that must be completed by a customer, then, you'll list internal tasks that will help your team progress things easily.
Absolutely. You can build a client onboarding checklist that will include onboarding tasks that must be completed by clients throughout the process. Once your process is correctly mapped out, you and your team will be able to send it over to each new client with a click.
Clustdoc allows you to embed into your checklist appointment booking modules from popular tools such as Calendly, Acuity Scheduling or more. All you'll have to do is to add the html code of these apps into your customer onboarding checklist.
We strongly believe that systems can help you reach your goals. That's why Clustdoc focuses on helping you save account business onboarding templates in your account, that can be run with the right person at the right time. Your onboarding checklist templates will ultimately include task templates applicable to each flow you'd like to run.
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