Set up recurring work once, and IWB reminds you as due dates approach. A task linked to an invoice, order, sample, or tender stays on that record, so opening the record shows you how far along the work is.
Runs in your browser. In the cloud or on your own server, it's the same IWB.
…HomeTasks#1288 Confirm the delivery date with the customer
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Filters1Add task
Title
Status
Due date
Priority
#1274 File the SGK hire notification
To do
10/21/2026
Urgent
#1288 Confirm the delivery date with the customer
In progress
10/21/2026
High
#1276 Critical stock: order M8 bolts
On hold
10/23/2026
Normal
#1289 Get the facade drawings from the customer
On hold
10/24/2026
Normal
#1279 Withholding & social security return (MUHSGK) · 2026/09
In progress
10/26/2026
High
#1280 Stamp tax (continuous liability) · 2026/09
To do
10/26/2026
High
#1290 Pre-shipment quality check
To do
10/27/2026
Normal
#1291 VAT (KDV1) · 2026/09
To do
10/28/2026
High
#1268 Vendor quality review
In progress
10/31/2026
Low
Per page25128 parent tasks1
#1288 Confirm the delivery date with the customer
In progressDone
StatusCompleteReopen
CommentsRelatedTimeline
List
Sales operations
Due date
10/21/2026
Priority
High
Linked records
SIP-2026-00188
Operations specialist
Views
List, Board, Calendar, Timeline
List automation
10 triggers, 13 actions
Record rule sources
7 built-in sources
Connected modules
6
01
Put the work where people already look
Open a record you've linked tasks to, and you'll see that work and its status right there. Quotes, invoices, production orders, tenders, and other record screens share the same task panel. A task you create there is linked to the record, and anyone who opens the record sees the task as far as their permissions allow.
Record-linked tasks get their own list
A separate list is created automatically for tasks opened from records. You'll find these lists under "Record lists" in the sidebar.
/satis/siparisler/SIP-2026-00188example data
SIP-2026-00188 · Tasks
Lines
Shipment
Supply
Related
Tasks4
Activities
Timeline
Title
List
Owner
Due date
Status
Confirm the delivery date with the customer
Sales operations
Sales team
10/21
In progress
Follow up on the facade anchor kit purchase requisition
Purchasing
Purchasing team
10/23
To do
Pre-shipment quality check
Sales operations
Quality team
10/27
To do
Send the order confirmation to the customer
Sales operations
Sales team
10/16
Done
Tasks open linked to the record and inherit its access scope.
02
See which work is waiting on what
A task can't be completed until the task it depends on is done, so dependent work closes in order. The same tasks open in List, Board, Calendar, and Timeline (Gantt) views. If you turn on date shifting in the list settings (it's off by default), you preview and approve new dates for dependent tasks when a task's date slips.
Dependency arrows on the Gantt chart, with no arrows to tasks you can't see
An "Unblocked" notification when the earlier task is done
Due date, closed tasks, and grouping tools, plus a bulk action bar
/gorevlerexample data
Sales operations · Board
To do2
#1286Send the first quoteSales team
#1290Pre-shipment quality checkQuality team · 10/27
In progress23
#1289Get the facade drawings from the customerSales team · 10/24
#1285Get the new customer contract signedSales team · 10/30
#1288Confirm the delivery date with the customerSales team · 10/21
On hold10
#1289Get the facade drawings from the customerSales team · 10/24
Done3
#1284Complete the contact recordSales team
#1283Get the tax registration certificateSales team
03
Stop re-creating month-end tasks
Set up recurring work once as a series, with a frequency (daily, weekly, monthly, or yearly) and a day rule such as "last business day of the month." If a date isn't a business day, it moves to the nearest business day in the direction you choose. "Remind me" sets a personal reminder for 30 minutes from now, tomorrow morning, or the due date.
The series follows the calendar or the completion of the previous task in the series
You can also set a reminder for 1 day before the due date, or for any date and time
When stock drops to a critical level, a receivable goes past due, or an employee leaves, a record rule opens a task and closes it once the condition clears. Each record rule starts from one of 7 built-in sources, and you can also automate steps within your lists with 10 triggers and 13 actions. Automations are saved turned off and run within a daily quota, and a dry run shows how many tasks one would touch before you turn it on.
Rules stay within their author's access
A rule runs as the user who saved it, with that user's visibility. It can't touch a task that user can't see.
/gorevler/listeler/satis-operasyonexample data
New automation
Name
Remind owner 1 day before due date
Trigger
Due date approaching
Days before
1
Condition
Priority: High or Urgent
Actions
1. Notify (To the owner) · 2. Set tags (Urgent customer)
Daily quota
50
Dry run3 tasks meet this condition. A dry run doesn't change anything. The rule is saved turned off; turn it on with "Activate" in the table.
TestCancelSave
05
Have filing tasks open before the deadline
For your company's tax and social security (SGK) obligations, IWB opens a task in the list you choose, as many days before the deadline as you set. VAT, the withholding and social security return (MUHSGK), social security contributions, and provisional tax are among them. In the settings, you can see which ones are tracked and turn each one on or off.
/ayarlar/gorevlerexample data
Compliance calendar · Upcoming deadlines
Tasks from alerts
Compliance calendar
Rules
Target list: Accounting closeDays before: 10Owner: The list's default owner
Obligation
Deadline
Status
Withholding & social security return (MUHSGK) · 2026/09
10/26
Task created · #1279 · In progress
Stamp tax (continuous liability) · 2026/09
10/26
Task created · #1280 · Not started
VAT (KDV1) · 2026/09
10/28
Task created · #1291 · Not started
Provisional tax · 2026/Q3
11/17
Task will be created · 11/07
Period 2026/09. If a filing extension is announced, change the date manually.
06
See what's waiting for your approval
Purchasing, expense, time entry, and task completion approvals, among others, come to your approval inbox. Flows can be tiered by amount, branch, and person, support delegation, and can pass overdue approvals on to other approvers. My work brings together the tasks assigned to you, items waiting for your approval, and expense claims returned to you.
Approve, reject, request changes, or withdraw what you submitted
Bulk approval works only on approvals waiting for you, and there's no bulk rejection
Every decision is written to the audit trail and can't be changed
/onaylarexample data
Approval inbox
My approvals3
Overdue1
Submitted by me
Document
Type
Requester
Time left
Amount
Approval flow
SAS-2026-00097 · Printer toner order
Purchase order
Purchasing team
2 days left
42.5K ₺
Tiered by amount · Step 2
Time entries · 10/12-10/18
Time entry
Project team
1 day left
-
Time entry approval · Step 1
#1285 · Get the new customer contract signed
Task completion
Sales team
1 day overdue
-
Task completion approval · Step 1
If no approval flow is set up, the transaction goes through without approval, and the screen shows a warning.
When a contract nears its end date, a rule you set up turns the alert into a task for the person responsible. If completion requires approval, the task keeps its status until it's approved, then moves to the Done group.
Ask what's overdue or due this week, and IWB AI finds the task and reads its details and latest comments. It asks for your approval before it creates, updates, or completes a task, or adds a comment or checklist item.
You set up lists and folders yourself. @mentions in descriptions and comments that IWB AI writes don't notify anyone.
Answers your questions
Which of my tasks are due this week?Searching tasks
What do the latest comments on task #1288 say?Reading task
Which team lists can I access?Fetching task lists
Acts with your approval
Create task
Update task
Complete task
Add comment
Add checklist item
Every action comes to you first as an approval card. IWB AI doesn't create or change records without your approval.
09Capabilities
What you can do with Tasks
Your own statuses
You set each status's name, color, and order, and each status maps to one of 4 fixed groups.
Tasks from alerts
Alerts from tenders, contracts, purchasing, licenses, and more become tasks through rules you set up.
Task and list templates
Template tasks are assigned by role, and due dates follow the date you choose. IWB comes with 8 built-in templates, including employee onboarding and month-end close.
Private and personal tasks
A private task stays hidden even from a role that can see all records.
Team workload and list progress
See each person's workload and capacity, with capacity taken from their work schedule in Human Resources. List progress has its own table.
Excel and CSV
Import up to 5,000 rows from a template. Exporting requires a separate permission.
Mentions and assignments in comments
When you @mention someone, IWB tells you who will be able to see the comment. You can also assign a comment to someone as a to-do.
IWB AI
Finds and reads your tasks, and asks for your approval before it creates, updates, or completes one.
10Compliance
Leave tax and social security deadline math to IWB
IWB's tax calendar calculates each deadline, and the task opens as many days before it as you set. If a filing extension is announced, you change the date manually.
VAT (KDV1), the withholding and social security return (MUHSGK), social security contributions (4/a), stamp tax, and provisional tax are selected by default
You can also have tasks opened for corporate tax, motor vehicle tax, the recycling contribution fee (GEKAP), annual income tax, and the e-Ledger (e-Defter) certificate upload deadline
Tax Procedure Law art. 18If a deadline falls on a holiday, it moves to the next business day, and the accountants' fiscal holiday (mali tatil) is taken into account.
The employee onboarding template comes with a "File the SGK hire notification" task
Tasks tracks the work, who owns it, and when it's due. Projects handles budgets, time tracking, costs, and billing. Project tasks also live in Tasks and appear as a list on the project record.
Which dependency types are available?
Finish-to-start: a task can't be completed until the task it depends on is done. Dependencies show as arrows in the Timeline (Gantt) view. If you turn on date shifting in the list settings (it's off by default), you can preview how a date change affects dependent tasks. Other dependency types and critical path calculation aren't available.
Does IWB create tasks for tax deadlines?
Yes. For obligations such as VAT, the withholding and social security return, social security contributions, and provisional tax, IWB opens a task as many days before the deadline as you set. The settings list each obligation and show whether it's tracked.
Can I import tasks from Excel?
Yes. Download the template and import up to 5,000 rows from an Excel or CSV file into the list you choose. Exports go up to 10,000 rows and require a separate permission.
Can I use it on my phone?
Yes, in your phone's browser. The layout adapts to the phone: list selection opens on its own page, and toolbar buttons collapse into icons. There's no separate mobile app and no push notifications. Notifications arrive in the app and by email.
