TaskStack helps keep Credit Unions on track by providing the tools that allow your staff to delegate, track and complete any tasks - saving you time and leaving you to focus on the growth your credit union.
Prioritise important issues
Quickly escalate issues to other staff by referencing them. TaskStack users are automatically notified of all tasks assigned to them, meaning a faster completion time with none being missed.
All of your communication in one place
Automatically create tasks with every new email, saving you and your staff time. Replies to emails are added to existing tasks which makes sure that everything is kept organised.
Keep your credit union FCA compliant
TaskStack ensures compliance to , such as , by alerting you when issues goes unheard and ensuring that clients are catered for.
Automatic delegation to relevant staff
Intelligent delegation and tagging allows staff to quickly and easily pick up on the issues that are relevant to their department and skill set.
Track & understand your credit union
With the help of our reports, you'll be able to highlight common mistakes. See who, or what, is causing them, so that you can improve staff training in those important areas.