Every feature in one place

Discover in detail how SziTa'R TaSk makes your company's daily operations more transparent and efficient.

Modern, web-based operation

  • A central corporate workspace accessible from any browser.
  • Responsive use on desktop and mobile devices.
  • Hungarian and English interface, with the language choice saved to the user account.
  • The web interface can be installed as a desktop application; on iOS devices a dedicated installation guide assists with the setup.

Clear navigation

  • A collapsible side navigation bar for a larger working area.
  • Search across menu items.
  • A home button for quick navigation back.
  • Up to seven quick-access buttons in the top menu bar, individually configurable per user.
  • Display of the company logo in the interface.

Customizable home page and dashboard

  • Function-specific info cards displaying the latest changes, deadlines, documents and statistics.
  • Direct navigation from the cards to the related modules.
  • Quick actions directly from the dashboard, such as creating a personal task.
  • Cards can be collapsed, hidden and later restored.
  • Customizable card order and column layout via drag and drop.
  • Dashboard layout automatically remembered per user.
  • Default layout restorable with a single click.
  • A global search to scan the entire content of the system.

Floating panels accessible from every page

  • Quick access to the current chat room without the user having to leave the module in use.
  • Personal, positionable notes and reminders that appear in the same place on every page.
  • Highlighting of a selected task as the top priority, with a prominent visual indicator.

Secure access

  • Login with a username or email address and password.
  • Access to system features aligned with the permission level.
  • Optional two-factor authentication with an authenticator app, such as Google Authenticator or Microsoft Authenticator.

User profile

  • Display of profile picture, name and registration date.
  • Editing of your own profile data.
  • Suspension of your own user account.
  • Management of two-factor authentication from the profile.
  • Granting, declining or later changing AI consent.
  • Detailed configuration of personal notification preferences.

Logging and support

  • A system log available with company administrator rights for precise tracking of events and changes.
  • Time-limited, user-authorized support access for resolving more complex technical issues.
  • Built-in ticket handling with new ticket creation and status tracking.
  • A direct contact form with automatically filled name and email address, plus subject and message fields.

Multi-channel notifications

  • Email notifications to the email address associated with the profile.
  • Browser- and device-level push notifications on mobile and desktop; with the right permissions they can arrive even after the browser is closed.
  • Internal system notifications in the Mail System folder, with an unread indicator.
  • Each notification channel can be enabled individually or in groups per event type.

Events that can trigger notifications

  • Project changes and project deadlines.
  • Task assignments, changes, comments and task deadlines.
  • Document owner or follower assignments, document deadlines, closing, archiving and comments.
  • Being added to a calendar event, and event modification and deletion.
  • Events related to tickets, chat and storage usage.
  • For projects, tasks, documents and calendar events with deadlines, the number of days in advance the reminder arrives is customizable.

TaSk AI Assistant

  • A built-in chatbot for quickly answering questions about using the system.
  • Assistance based on the content of the user guide.
  • Preservation of the conversation context even after a page refresh.
  • Clearing of the conversation history with a single click.
  • Attaching images, PDF and text files to questions; up to five files, each up to 10 MB in size.
  • Answers based on the content of the attached files.
  • Display of the company's monthly AI token allowance when an AI plan is active.
  • The chatbot for system usage questions is available even without an AI plan, and the conversation does not consume the company's monthly token allowance.

AI-powered project planning

  • Starting a new project plan from the chatbot, the Project Manager or the AI projects menu.
  • Beginner mode with quickly entered basic data: dates, owner, participants, priority and the number of milestones.
  • Advanced mode with detailed planning parameters: complexity, level of detail, methodology, task dependencies and key considerations.
  • Generation of a complete project plan with milestones, tags, tasks and subtasks.
  • An editable preview before the project is finally created.
  • Automatic flagging of gaps, for example a missing owner.
  • Free-text AI modification requests.
  • Stepping between earlier and newer plan versions.
  • Project-specific AI questions and modification suggestions.
  • Reopening and further editing of created AI project plans later.

AI reports

  • Reports generated from free-text requests based on the company's project and task data.
  • Visual reports containing charts and tables.
  • Requesting a report from the chatbot or from the pre-built suggestions on the AI Report page.
  • Beginner mode for instant report creation.
  • Advanced mode with clarifying questions and a selectable layout template.
  • Naming, saving and later reopening of reports.
  • Changing the analyzed period.
  • Renaming, refreshing, deleting and Excel export of the report.
  • Data refresh with an unchanged report structure, without additional token usage.
  • Free-text AI modification option.
  • AI-powered textual analysis and evaluation of the report results.

Company profile

  • Display of basic company data, logo and the purchased license package.
  • Editing of company data with company administrator rights.
  • Recording and managing the various addresses of the business.
  • Management of registered office, billing address, shipping address, branch, site and mailing address.
  • Custom naming of addresses and adding notes to them.

User management

  • An overview of the users registered to the company.
  • Adding new users up to the limit defined in the license package.
  • Editing of user data and login credentials.
  • Removal of users who are no longer active.
  • Separation of administrator and standard user permissions.

Backup and data portability

  • Automatic daily backup on mirrored data stores.
  • Starting a manual full backup.
  • Restoring backups with the assistance of the operations team.
  • Exporting partner, mail and chat data to CSV or JSON format.
  • Importing partner data from a schema matching the system's export format.
  • Creating new partner data or updating existing data via import.
  • Importing a CSV partner list exported from the Számlázz.hu system.

Partner registry

  • A central registry of companies, customers, suppliers and other business partners.
  • Card and list views; list view automatically for more than ten partners.
  • Search and filtering across the full content of partner data.
  • A sortable partner list.
  • Creating, viewing, editing and deleting a partner.
  • A warning before deletion if the partner is already linked to a project.
  • Creating and managing partner tags.

Contacts and addresses

  • Recording multiple partner addresses with address types.
  • Management of country, settlement, land registry number or street and house number.
  • Optional floor, door and note fields.
  • Adding multiple contacts and contact persons with email address and phone number.
  • Designating a primary contact and displaying it prominently.

Custom partner data and related work

  • Recording custom attributes made up of arbitrary name-value pairs, such as serial number, year of manufacture or customer category.
  • Display of the number of tasks linked to the partner right in the partner list.
  • Related tasks, project, status and deadline viewable per partner.

Project list and project cards

  • Automatic display of the projects assigned to the user; the company owner can see all projects.
  • Search and filtering across project content.
  • Filtering by the project's progress status.
  • Three project card sizes: compact, standard and detailed view.
  • Marking a project as a favorite and accessing it quickly from the side menu.
  • Bringing a project into focus and moving it to the front.
  • Viewing, editing, copying and deleting a project.
  • Display of the number of milestones, tasks, completions, participants and files on the project card.
  • Display of the user and file list on hover.

Project creation and details

  • A unique project identifier and a mandatory project name.
  • Designation of a project owner.
  • Setting start and end dates.
  • A freely definable project type.
  • Setting progress status and priority.
  • A custom project color.
  • Assigning project users and a project partner.
  • Attaching files and controlling their display on the project card.

Project dependencies and rules

  • Task dependency, milestone dependency and time-tracking rules at the project level.
  • Three modes of operation: no restriction, warning, or blocking of completion.
  • Preventing completion of a dependent task until its prerequisite is fulfilled.
  • Mandatory entry of actual time spent to close a task if the project rules require it.

Gantt chart and scheduling

  • A Gantt chart that can be displayed at multiple time scales.
  • A separate project-specific Gantt view.
  • Visual, color-coded display of projects, milestones and tasks.
  • Dimmed marking of completed tasks.
  • Direct navigation to the project or task on click.
  • Horizontal scrolling of the timeline.
  • Changing the dates of projects, milestones and tasks via drag and drop.
  • Moving the associated milestones and tasks together when the project is shifted.
  • Group movement of interdependent tasks.
  • Printing the Gantt chart and saving it as an image file.

Project copying and bulk task upload

  • Project copying with selectable elements.
  • Transfer of dates and the associated milestone and task dates.
  • Automatic time shift of tasks to the project's new start date.
  • Proportional scaling of task durations if the total length of the copied project changes.
  • Importing tasks from an Excel template.
  • An import template that also includes the project's custom fields.
  • Drop-down lists for selecting owner, priority and tag.
  • Creating new tasks from the imported rows while leaving existing tasks unchanged.

Project overview and export

  • Project data shown on a single page: owner, priority, members, files, milestones and tags.
  • Progress statistics and task scheduling.
  • Instant data updates without a separate edit mode.
  • A printable version of the project's current state.
  • Excel export of project data and tasks.

Kanban-style baskets

  • Freely definable task baskets per project.
  • A status assigned to the basket; a task dragged into the basket can automatically take on the basket's status.
  • Moving tasks between baskets via drag and drop.
  • Changing the order of baskets.
  • Display of the number of active tasks per basket.
  • A separate expandable group of completed tasks.
  • Creating, editing, deleting and focusing a basket.
  • Copying an entire basket, together with its tasks, into another company project.
  • The transfer of completed tasks can optionally be turned off.
  • It is optional whether the copied tasks are created with their original status or with the "Not started" status.
  • A warning if a copied task's date does not fit within the target project's duration.

Milestones and tags

  • Milestones that can be created per project.
  • A milestone's name, prerequisite, start and end dates, and a custom color.
  • Custom tags with a name, icon and color.
  • Assigning milestones and tags to tasks.

Task creation and basic data

  • Quick task entry with minimal data.
  • A "Save and edit" option for entering detailed data immediately.
  • Task name, description, start date and deadline.
  • Assigning an owner and participants.
  • Setting priority and status.
  • Designating a milestone and a prerequisite.
  • Recording estimated and actual time spent.
  • Creating a checklist and optionally displaying it on the task card.
  • Notes and comments.
  • Attaching files.
  • Moving a task to another basket.
  • Display of the creation time and creator.

Fast and flexible task handling

  • Editing status, priority and date directly from the card or the list.
  • Highlighting, editing, copying and deleting a task.
  • Copying a task to another project.
  • Quick completion with the checkbox on the task card.
  • Use of a pending-approval status when the assignee is not authorized to close the task directly.
  • Quick recording of actual time spent directly from the card.
  • Printing a task.
  • Forwarding a task's main data to any email address, with an optional message and file attachments.

Multiple groupings and views

  • Grouping tasks by custom baskets.
  • Alternative grouping by status, priority, milestone, owner, creator or tag.
  • Automatic update of the related task value when moving between groups.
  • Switching between card and list views.
  • Display of name, status, deadline, owner and priority in a single row in list view.
  • Search, filtering and sorting by multiple criteria.
  • Bulk status change, owner assignment and deletion in list view.

Personal, delegated and project tasks

  • A "My project tasks" view that groups the tasks assigned to the user by project.
  • Direct jump to the selected project task.
  • A private "My tasks" area where the user can create to-dos only for themselves.
  • Automatic and visually distinct display of tasks received from others within My tasks.
  • A "My delegated tasks" area for tracking tasks assigned to other colleagues.

Task overview and collaboration

  • Display of all important task data in a single pop-up view.
  • Direct editing of task data without a separate edit mode.
  • Instant saving and real-time updates for the affected users.
  • Adding comments directly.
  • Display of the comment count on the card.
  • A pulsing indicator for new, unread comments.

Interactive external task sharing

  • Creating a share link for an external partner, with a task view that can be opened without logging in.
  • Sharing the task's basic data, description, checklist and comments.
  • Separately allowing or blocking the download of attached files.
  • Automatic generation of a QR code for the share link.
  • Sending the share link directly by email.
  • Revoking the share at any time, immediately invalidating the previous link.
  • An external guest can comment on the task.
  • An external guest can manage the checklist items.
  • An external guest can advance the task's status but cannot set it to completed.
  • Sharing summaries: the number of shared tasks, active links, guest actions over the past seven days and tasks awaiting approval.
  • One-click filtering for interactively shared tasks.
  • A dedicated "Interactive sharing" basket in the My delegated tasks area.
  • Administrator and company owner overview of all the company's shared tasks.

Central company storage

  • Shared corporate storage for documents and communication attachments.
  • User storage allowances aggregated at the company level.
  • Display of storage usage by size, percentage and a color-coded progress bar.
  • Automatic notification at 90% storage usage if the user has enabled it.
  • Expandable storage space.

Folders, files and search

  • A hierarchical folder structure with breadcrumb path display.
  • Search in file and folder names; match suggestions after just three characters.
  • Separate views for general storage, projects, attachments and, with the E-doc module, filed documents.
  • Setting the number of items shown per page to 10, 25, 50, 100 or all.
  • Creating folders and uploading files.
  • Sorting by name, extension, creator, size or last modification.
  • Three priority levels with color-coded display.
  • Renaming, reprioritizing, moving and deleting files and folders.

Permission management

  • View, edit and delete permissions configurable per folder.
  • The folder's creator automatically receives full permissions.
  • A clear blocking indicator when permission is missing.
  • Creating private folders without granting access to other users.

Automatic project and attachment folders

  • Folders created automatically for every project and task.
  • Automatic folders for the My tasks and My delegated tasks areas.
  • Automatic placement of documents attached to a task in the corresponding task folder.
  • Color-coding of task folders by priority.
  • Separate storage of email and chat attachments.
  • Automatic attachment folders for incoming emails, organized by subject.

Built-in file preview

  • Viewing Word, Excel, PowerPoint, PDF and image files directly in the system.
  • Paging through and zooming documents.
  • Downloading directly from the preview window.
  • Reducing unnecessary downloads and launches of external applications.

Digital records management

  • Paperless record-keeping of contracts, invoices, minutes and other corporate documents.
  • Uploading, categorizing, searching and quickly retrieving documents.
  • Version and change tracking.
  • Permission-based access.
  • Automated notifications about deadlines and document management events.

Filing views

  • All filed documents.
  • Documents assigned to me.
  • Followed documents.
  • Archived documents.
  • Visual marking of unread filed documents.
  • Hierarchical display of sub-filings.

Filing data

  • An automatic, unique filing number.
  • An additional custom identifier.
  • Filing title and document type.
  • Status and priority.
  • Internal or external direction.
  • Owner and followers.
  • Related partner.
  • Tags and custom attributes.
  • Deadline, arrival date, document date, expected disposal date and validity.
  • Method of receipt, handling location and filing location.
  • Multiple attached files.
  • Notes, comments and a change log.

Filing operations

  • Creating a new filing and viewing an existing one.
  • Editing filing data.
  • Uploading new documents.
  • Creating a sub-filing.
  • Setting the completed state.
  • Archiving.
  • Quick download of attachments.
  • Complex search with multiple parameters.
  • Filtering by status, priority, direction, owner, type, arrival date and tag.

E-doc permissions

  • The administrator can review all filed documents.
  • A standard user can see only the documents assigned to them as owner or follower.
  • Multi-level access control adaptable to corporate needs.

Customizable master data

  • Creating, editing and deleting custom filing types.
  • Archivability definable per type.
  • Creating custom methods of receipt.
  • Extra filing fields of number and text type.
  • Filing tags.

Filing export and decision support

  • Excel export of filing lists, taking the current filters into account.
  • The all, assigned to me, followed and archived views can be exported separately.
  • Preservation of the sub-filing hierarchy in the exported table.
  • Visual and tabular reporting of document statuses.
  • Analysis of in-progress, deadline-bound and completed documents.
  • Breakdown by owner and period.
  • Savable report settings.
  • Freely toggleable table columns.

Text editor features

  • Creating and editing new documents directly in the TaSk system.
  • Saving documents and storing them as filed files.
  • Loading files and exporting them to other formats.
  • Bold, italic, underline and strikethrough text formatting.
  • Setting font, font size, font color and highlighting.
  • Left, center, right and justified alignment.
  • Numbered and bulleted lists.
  • Inserting external and internal links.
  • Inserting images and tables.
  • Undo and redo.
  • Direct integration with the E-doc module.
  • Permission-based document access and editing.

Message handling

  • Creating a new internal message for the company's users.
  • Entering recipient, priority, subject and message content.
  • Inserting file attachments and custom links.
  • Instant sending or saving as a draft.
  • Normal, important and less important priorities with visual indicators.

Mailbox features

  • Inbox, Sent, Drafts, Favorites and Trash folders with counters.
  • Search across all mail folders.
  • Selecting and bulk deleting messages.
  • Marking favorite messages with a star.
  • Display of read status, reply and forward indicators, attachment and date in the message list.
  • Quick delete, reply and forward directly from the list.
  • Opening, replying to, forwarding and printing a message.
  • Restoring deleted messages individually or in bulk.

Internal chat

  • Private and group chat rooms.
  • Display of colleagues' online or offline status.
  • Automatic opening or creation of a private conversation.
  • A new chat room with a name, participants and description.
  • Searching and paging through chat rooms.
  • Display of the last message, sender and a timestamp accurate to the second.
  • Viewing chat room details: participants, messages, attachments and creation data.
  • Visual marking of the owner role.
  • Removal of participants by the chat room owner.
  • Editing, leaving and deleting a chat room.
  • Sharing files in the conversation.
  • Starting a video call from the chat room.

External chat room sharing

  • Sharing a chat room with an external client via a link.
  • Automatic copying of the share link to the clipboard.
  • A time-limited access token valid for one hour.
  • The access period can be restarted if needed.

Calendar views and navigation

  • Month, week, day and list views.
  • Quick navigation forward, back and to today.
  • Visual highlighting of the current date and time.
  • Toggling the work-week view on and off.
  • Display of all-day and time-specific items.
  • Search by event name, event description or task name.
  • A color-coded legend with display toggleable per type.
  • Separate filtering of recurring events.

Tasks in the calendar

  • Automatic display of project, personal, received and delegated tasks that have a start or end date.
  • Color-coding of tasks that differs by type and project.
  • Task name, project name and task type shown on hover.
  • Direct navigation to the related task on click.
  • Display of filed documents in the calendar.

Event management

  • Creating a new event by clicking a calendar cell or with a dedicated button.
  • Automatic filling of the selected day and time.
  • All-day events or events with a specific duration.
  • Adding participants.
  • Daily, weekday, weekly and monthly recurrence.
  • Selecting arbitrary days for weekly recurrence.
  • Monthly recurrence by day of the month or by a given weekday of a given week of the month.
  • Visual marking of recurrence in the calendar and in the event details.
  • Viewing, editing and deleting an event by its creator.
  • Notifications about being added to an event, and about event modification and deletion.

General analysis capabilities

  • Real-time visual and tabular management reports.
  • Project- and user-level filtering.
  • A combination of charts and detailed data lists.
  • Most reports can be exported to Excel.

Time spent

  • Comparison of estimated and actual time spent.
  • Aggregated breakdown by total, project, user and task.
  • Pie and bar charts.
  • Filtering by project and/or user.
  • Display of tasks' owner, attachments, and estimated and actual time.
  • Color-coded indication of positive or negative deviation from the time plan.

Time and cost analysis

  • The full functionality of the time report, supplemented with cost calculation.
  • Setting the currency.
  • Entering an hourly rate per user.
  • Calculation of estimated and actual cost, and deviation, at project and task level.
  • Saving personal reports that are not visible to other users.
  • Save, save as, rename and delete.
  • Later reloading of saved filters and cost settings.
  • Capturing the current data via Excel export.

Completed tasks

  • Analysis of completed tasks by project, user and time interval.
  • Display of user participation on a pie chart.
  • Performance per project on a bar chart.
  • Combined project and user filtering.

Task deadlines

  • A project-independent overview of all tasks with deadlines.
  • Light-red visual marking of overdue tasks.
  • Opening the task overview directly from the report.

Tag reports

  • Analysis of tag usage at project and user level.
  • The most frequently used tags on a bar chart.
  • Tag proportions on a doughnut chart.
  • Breakdown of tags by project.
  • Clickable numeric figures that navigate to the corresponding project view and automatically set the tag or user filter.

Task-level extra fields and their aggregation

  • Custom number- or text-type task fields per project.
  • A selectable value list for text fields; a value outside the list can also be entered if needed.
  • Calculation of the sum and average of number fields.
  • Display of the number of filled-in and total tasks.
  • A chart of the occurrence frequency of text values.
  • Aggregation of extra fields in the project's Excel export.

Document statuses and records management efficiency

  • Analysis of the status, distribution and handling efficiency of filed documents.
  • Filtering by owner, filing type, arrival date and tag.
  • Grouping by status, type, method of receipt or filing direction.
  • Saving filter and display settings.
  • Completion time in days.
  • An efficiency indicator on a 0-200% scale, where on-time completion is 100%.
  • Display of the number of sub-filings.
  • Excel export.

Task status statistics

  • Analysis of tasks in the not started, in progress, awaiting approval and completed states.
  • Project- and user-level filtering, separately or together.
  • A pie chart for the status proportions.
  • Bar charts per project and per user.
  • A table of project owners, counts per status and total task counts.
  • Real-time adaptation of the table to the selected filters.

Custom states

  • Analysis of tasks by the baskets defined within the project.
  • A pie chart for the state proportions and a bar chart for the detailed distribution.
  • Tabular summary per basket and per user.
  • Filtering by project or state.
  • Automatically updating charts and tables.
  • Excel export for further analysis or archiving.

Business benefits

  • A single central workspace: projects, tasks, documents, partners and communication no longer have to be managed in separate systems.
  • Clear areas of responsibility: every project, task and document can be assigned to an owner, participants and a deadline.
  • Less manual administration: automatic folders, notifications, imports, exports and AI-powered planning options speed up daily work.
  • Efficient internal and external collaboration: internal mail, chat, shared tasks and time-limited external chat rooms support the rapid flow of information.
  • Customizable operation: baskets, tags, milestones, extra fields, permissions and personal interface settings can be adapted to the business's processes.
  • Data-driven management decisions: real-time time, cost, performance, deadline and status reports help optimize capacities and processes.
  • More secure corporate operation: two-factor authentication, permission management, logging and regular backups support data protection.
  • An extensible system: partner management, E-doc, AI and other package-dependent capabilities can be tailored to the organization's needs.

Smart assistance from planning to decision

AI project planning

+AI

Plan faster with AI: turn your stated goals into an optimal schedule and resource allocation.

AI reports

+AI

Automatic analyses and intelligent reports for more accurate decisions.

Available with a separate AI package

Transparent operation

All information in one place, so you always stay informed and can respond to changes faster.

More effective teamwork

Better communication and task sharing for smoother collaboration.

Data-driven decisions

Detailed statistics and reports support well-founded, strategic decision-making.

Secure access

Role-based permissions and data protection for maximum safety of sensitive information.

See it in action!

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