To Do List Software for Staff, Managers and HR Teams

To do list software is an online to do list that shows each person the tasks they need to complete, with due dates and status in one place. Sentrient's version sits inside its HR and compliance platform, so tasks from courses, policies, forms, leave and reviews appear automatically. Staff click through from the list to finish each task.

A personal to-do list app only holds what you type into it. Sentrient's to-do list is filled by your HR, compliance and learning workflows, so staff don't have to add anything themselves. Managers and HR also see what each person still owes, which a personal app doesn't offer.

Not quite. Task management software is usually built to plan projects. Sentrient's to-do list is employee task management software that gathers every action your people owe across HR, compliance and learning into one list. Tasks from Sentrient's project management module also appear on the list, so staff don't need to check a second place.

The to-do list shows every action you have asked of staff, whether assigned by hand or scheduled in a workflow. Common examples are information requests, forms to complete, course and policy enrolments, records to submit, surveys, inspections, staff audits, goal reviews and leave approvals.

To-dos come from two places. A manager or administrator can assign a task directly, or a workflow can raise it automatically, for example when someone submits a leave request. The Created By column in the admin view shows which one it was, so HR always knows the source of a task.

Staff see the tasks they need to complete. Managers see their own actions, such as approving leave, plus a view of what their direct reports still owe. Administrators see actions their role permissions cover, such as validating personal information, submitted forms and records, and can view every to-do across the organisation.

It suits Australian and New Zealand organisations that run onboarding, compliance training, policy sign-off and HR approvals across many staff. It helps most where tasks peak, such as a new starter's first weeks or a compliance rollout, and where HR spends time chasing people for completions.

No. Each person sees the list their role permissions allow. Staff see their own tasks, managers see their team's, and administrators see the organisation-wide view. It works as a shared to do list for teams without exposing tasks to people who don't need them.

The to-do list is part of the Sentrient platform and switched on by default, rather than a separate product you buy. Pricing depends on your organisation and the modules you use. Book a free 20-minute demo and the team can give you a price for your setup.

No setup is needed. The to-do list is switched on by default and deployed instantly, with no configuration. Many organisations add a link to it in their onboarding workflows so new starters know where to find everything they need to complete.

No. Because the to-do list is switched on by default with no configuration, there is nothing for IT to install or build. Tasks start appearing as soon as you use Sentrient to enrol staff, send policies or run workflows.

Sentrient sends automated emails when a task is requested and reminder emails to prompt completion. Managers and administrators can also message staff from within the system. A history of every email and message sent is kept, so you can show what was requested and when.

Yes. Staff get an automated email when a task is assigned and reminder emails until it is done. The to-do list stays the single place staff go to see what they still owe.

Completed and cancelled tasks leave the staff member's live list, so it only ever shows outstanding work. The completion history stays on the staff profile and in reports. Administrators can still see completed and closed items in the Manage To-Do List view by filtering on status.

The admin view groups to-dos by status: Not Started, In Progress, Completed, Re-Submit, Open and Closed. An Outstanding tab brings together work that is not yet finished. Each tab shows a live count, so HR can see where work is building up at a glance.

Yes. Administrators can filter by staff member, module, due date range and status, and search by to-do name. Columns can be sorted and you can choose which ones to show.

Yes. Save a filter once, for example all outstanding course to-dos due this month, and reuse it without rebuilding it each time. It suits weekly reporting and regular follow-up rounds.

Open the Outstanding tab in the Manage To-Do List view, then filter by a due date range that ends today. You get a list of unfinished to-dos past their due date, with the staff member next to each one, ready to follow up.

Onboarding creates more tasks at once than any other process. New starters see every form, policy, course and record request in one list and work through it in order. HR sees what each new starter still has outstanding without sending a single chasing email.

Yes. Course and policy enrolments appear on each person's list automatically, with a due date. HR can filter to see who has not finished, send reminders and keep a record of what was requested and completed.

Yes. Leave requests from staff appear on the manager's to-do list. The manager clicks through to review and action the request, and the task updates once it is done.

Yes. Inspections, staff audits and surveys assigned in Sentrient appear on the to-do list of the person responsible, along with course, policy, goal and leave tasks.

Administrators can remove a to-do from the Manage To-Do List view, for example if it was assigned in error. Deleted tasks disappear from the staff member's list.

Yes. Staff can use the to-do list on desktops, laptops, tablets and iPhone and Android phones, including through the Sentrient App for iPhone and Android.

The to-do list is maintained for the latest two versions of popular browsers, including Google Chrome, Mozilla Firefox, Microsoft Edge and Safari.