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A SharePoint page people already visit, same sign-in and permissions. Guests take part without accounts or training.
WORK · VERSION 1.0
The task manager that lives in your SharePoint.
A complete task and project manager on a SharePoint page. Emails, reminders when nobody is online, the daily directory sync and optional generative AI run as Power Automate flows the app generates for you — with no server, database or Azure function.
From $29 / month · 14-day free trial of every feature
21task views, filters & grouping
18reports with Excel & PDF export
23email events with editable templates
26SharePoint lists, all on your site
contoso.sharepoint.com/sites/tasks
WHY TASKMANAGER
Built for the way
Microsoft 365 works.
Reminders that actually arrive
Due-soon, repeating overdue with escalation, and a morning digest — even when nobody is online.
AI where it helps
The built-in assistant never sends data anywhere; generative features use your own Azure OpenAI.
Scales past the threshold
Indexed columns and threshold-safe queries keep it fast far past 5,000 items.
FEATURES
Everything it does,
screen by screen.
The tags show who uses each feature and the lowest plan that includes it. Every screen is the real product with fictional demo data.
My day
A member’s home: today’s numbers, KPI cards (Overdue, Due today, Next 7 days, Assigned to me, At risk), a 7-day strip and a focus plan ordered by due date, priority, risk, what others wait for and available hours — each line saying why it is next.
- Tick a box to complete instantly
- Add my tasks to Outlook calendar (.ics)
- Search by words, tags, people or a task number
- Shortcuts: / search, q quick add, n new task
Tasks, views & bulk change
Eleven built-in views — Assigned to me, Due today, Next 7 days, Overdue, I requested, Watching, Unassigned, At risk, Waiting, All active, Recently completed — plus saved personal and shared views, filters, sorting, grouping and bulk change.
- Shift dates by ± days in bulk
- Drag columns to reorder and resize
- Deletes go to the recycle bin
- Export to Excel (every character kept) or PDF
Task page & quick add
Everything about one piece of work: inline-edited description with @mentions, checklist, subtasks, dependencies with loop detection, comments with internal notes, time logging, history and an AI panel. Quick add understands plain words.
- “Send the budget to @Megan friday 3pm !high #finance ~2h every week”
- Learned suggestions and duplicate warnings on new tasks
- Templates, recurrence, estimates and custom fields
- Approve or reject with a comment
Board, calendar & timeline
Kanban by status or by project section with WIP limits; a month calendar you drag tasks across; and a Gantt timeline with milestones, dependency arrows and the critical path — tasks waiting on a bar move along when you drag it.
- Quick add per board column
- Red arrows flag impossible sequences
- Day, week and month zoom
- Only-mine and show-done filters
Projects
Project cards with health (On track / At risk / Off track), progress, overdue and at-risk counts. Each project has an overview with KPIs, status this week, burndown, milestones and time against budget, plus tasks by section, board, timeline and calendar.
- Create empty or from project templates
- Sections editor
- Connections to Planner, Azure DevOps and Teams
- Project health on the dashboard
Workload
Hours of work left per person against capacity for 1–4 weeks, with out-of-office, overdue counts and drill-down. Rebalancing suggestions move work to teammates with room and matching skills in one click.
- Out-of-office with delegates
- Per-person capacity and skills
- Load-aware assign menu for unassigned work
- Working hours and holidays drive due dates
Guest requests & approvals
People who are not members get request tiles per category, a request form, “My tasks” and the approvals waiting for them — without being members and without extra licences. Categories can require approval by a named person, the requester’s manager or the project owner.
- Guests follow and comment on their own requests
- Members-only internal notes guests never see
- Approvals logged to history
- Guest privacy enforced by SharePoint (Enterprise)
Automations, reminders & digest
Rules on created, status changed, assigned, completed, commented, due soon and overdue — setting teams, assignees, fields, dates, tags, checklist items, subtasks, comments and notifications. Reminders escalate to team leads and project owners, and a daily digest summarises the day.
- Recurring tasks with catch-up
- Due-soon, overdue, starts-today, pending approval, no-progress
- Sent from an open page within a minute, or by the flow
- Monday team digest for managers
AI assistant
Built in, in the browser — nothing leaves SharePoint: quick add, suggestions, duplicate warnings, per-task risk scores, the focus plan, rebalancing, meeting notes → tasks and smart triage. With your own Azure OpenAI deployment: summaries, subtasks, descriptions, status updates and Ask AI.
- Paste meeting notes, tick the action items, create the tasks
- Smart triage of unsorted work, optionally automatic
- Risk scores with at-risk alerts
- Generative AI runs through your own flow and key
Integrations & device sync
Planner two-way sync, Azure DevOps work items, Teams channel posts and Outlook calendar files — plus people from Entra ID and devices from Intune, with a task raised for each non-compliant or stale device.
- Each connection verified with the user’s own permissions
- Directory mirrors department, title and manager
- Offboarding tasks when people leave
- Devices page with compliance and last check-in
And much more
Dashboard
KPIs against the previous period, highlights and charts — every row links to the tasks.
18 reports
Register, overdue, on-time, weekly trend, workload, time logged and more.
Time tracking
Log time (billable optional) on tasks; time vs budget on projects (Pro).
Notifications
A real-time bell for assignments, mentions, status changes and approvals.
Custom fields & templates
Task and project templates and custom fields (Pro).
Announcements
Pinned banners for everyone or members inside a time window.
Phone layout
The same tasks, board, calendar and approvals, one-handed.
Keyboard first
g then a letter jumps to My day, Tasks, Board, Calendar, Timeline and more.
HOW IT WORKS
One web part. Your lists.
Your flows.
No server, database or Azure function. The app runs as the signed-in person and reads and writes only your site.
01
SharePoint web part
Runs in the browser as the signed-in user; every option lives in Admin, no web-part properties.
02
SharePoint lists
Hidden lists with the prefix TM_: tasks, projects, comments, history, members, teams, reminders, outbox, directory, devices and logs.
03
Generated flows
Email, reminders & digest, daily Graph sync and the AI assistant — imported from packages the app builds for you.
| Microsoft Graph permission | Used for |
|---|---|
User.Read.All | Syncing people from Entra ID |
Device.Read.All, DeviceManagementManagedDevices.Read.All | Devices from Intune / Entra ID and device tasks |
Tasks.ReadWrite | Microsoft Planner two-way sync |
Team.ReadBasic.All, Channel.ReadBasic.All, ChannelMessage.Send | Posting project updates to Teams channels |
Delegated permissions, approved once by an administrator in the SharePoint admin center. If one isn’t approved, only that feature is unavailable.
ADMINISTRATION
Configured in the app.
No code, no properties.
Admins change everything in the app’s own Admin pages, with validation before anything saves.
Setup wizard
Five steps: lists, organisation, prefix, time zone, colour, working hours, people, starter content and features.
General
Organisation & look, features, workflow rules, email sender, maintenance and availability.
People & roles
Members, roles, availability and seats — saving puts people in the matching SharePoint group.
Teams
Load-balanced, round-robin, smart or manual sharing of incoming work, with delegates and caps.
Templates & automations
Task and project templates, and rules with all/any conditions.
Emails
An editable template per event, header, footer, logo, preview and “Send a test to me”.
Integrations
Planner, Azure DevOps, Teams posts, Outlook files, Graph sync and AI — each verified in place.
Security & licence
Guest privacy, system health & access, and licence with trial countdown and seats.
ROLES & PERMISSIONS
Who can do what.
The role decides what the screens offer; SharePoint permissions, set up by the app, decide what can actually be read and changed. Features also depend on the plan.
| Capability | Guest | Member | Manager | Admin |
|---|---|---|---|---|
| Raise requests, follow and comment on own requests | ✓ | ✓ | ✓ | ✓ |
| Create and work on tasks, comment, log time, boards, calendar | Own | ✓ | ✓ | ✓ |
| Timeline, dashboard, AI assistant | — | ✓ | ✓ | ✓ |
| Projects, sections, templates, announcements | — | — | ✓ | ✓ |
| Everyone’s tasks, all approvals, workload, logged time | — | — | ✓ | ✓ |
| Configuration, members, security, flows, licence | — | — | — | ✓ |
SECURITY
Enforced by SharePoint.
Not just hidden buttons.
All data lives in your SharePoint site and moves only through SharePoint and your own flows. There is no analytics, tracking or vendor cloud.
Security & your data ↗- Three layersSharePoint permissions, the app role and the plan — a role counts only when SharePoint agrees.
- Permissions the app sets upAdmins, Managers and Members groups and a Requester level — contribute without delete.
- Guest privacySharePoint itself shows guests only their own items (Enterprise).
- Flow authorisationGuests can queue mail only about their own tasks; duplicates rejected.
- Secrets stay in flowsGraph secrets and Azure OpenAI keys live only in the flow package, hidden in run history.
- Unguessable linksTask links carry unguessable keys, and deletes go to the recycle bin.
PRICING
Simple plans.
Honest prices.
One flat price per tenant — not per user. Start with a 14-day trial of every feature, then pick the plan that fits.
Plus
Tasks, projects, board, calendar and reminders for a small team
$29/ month
billed yearly · $348 / year
≈ $2.90 per member per month at full seats
Up to 10 members
- Tasks, subtasks, checklists, comments, attachments, My day
- Projects with sections and members
- Kanban board
- Calendar
- Task and project templates
- Announcements
- Email notifications (standard templates)
- Personal reminders
- Due-soon and overdue reminders
- Dashboard and reports
Pro
Best valueTimeline, workload, approvals, recurring work, automations, digests and the AI assistant
$99/ month
billed yearly · $1,188 / year
≈ $1.98 per member per month at full seats
Up to 50 members
Everything in Plus, plus:
- Timeline (Gantt) with dependencies and milestones
- Workload and capacity planning
- Time tracking and time reports
- Approvals
- Recurring tasks
- Task dependencies
- Custom fields
- Automation rules
- Business hours and holidays
- Custom email templates
- Approval, unassigned, no-progress, waiting and start reminders; overdue escalation
- Daily digest
- AI assistant: suggestions, duplicates, risk, daily plan, meeting notes
- Requests from everyone in the organisation (guests)
Enterprise
Microsoft Graph user and device sync, generative AI, guest privacy and unlimited members
$249/ month
billed yearly · $2,988 / year
Flat price — no per-member charges
Unlimited members
Everything in Pro, plus:
- Microsoft Graph sync of people and devices, device tasks, offboarding
- Generative AI (Azure OpenAI through Power Automate)
- Guest privacy (guests see only their own items)
Prices in USD per Microsoft 365 tenant, excluding taxes. Seats count members. Guests raise requests without a seat. Every installation starts with a 14-day trial of all Enterprise features — no card needed. Larger seat counts and multi-year terms: talk to us.
Compare every TaskManager feature
| Feature | Plus | Pro | Enterprise |
|---|---|---|---|
| Tasks, subtasks, checklists, comments, attachments, My day | ✓ | ✓ | ✓ |
| Projects with sections and members | ✓ | ✓ | ✓ |
| Kanban board | ✓ | ✓ | ✓ |
| Calendar | ✓ | ✓ | ✓ |
| Task and project templates | ✓ | ✓ | ✓ |
| Announcements | ✓ | ✓ | ✓ |
| Email notifications (standard templates) | ✓ | ✓ | ✓ |
| Personal reminders | ✓ | ✓ | ✓ |
| Due-soon and overdue reminders | ✓ | ✓ | ✓ |
| Dashboard and reports | ✓ | ✓ | ✓ |
| Timeline (Gantt) with dependencies and milestones | — | ✓ | ✓ |
| Workload and capacity planning | — | ✓ | ✓ |
| Time tracking and time reports | — | ✓ | ✓ |
| Approvals | — | ✓ | ✓ |
| Recurring tasks | — | ✓ | ✓ |
| Task dependencies | — | ✓ | ✓ |
| Custom fields | — | ✓ | ✓ |
| Automation rules | — | ✓ | ✓ |
| Business hours and holidays | — | ✓ | ✓ |
| Custom email templates | — | ✓ | ✓ |
| Approval, unassigned, no-progress, waiting and start reminders; overdue escalation | — | ✓ | ✓ |
| Daily digest | — | ✓ | ✓ |
| AI assistant: suggestions, duplicates, risk, daily plan, meeting notes | — | ✓ | ✓ |
| Requests from everyone in the organisation (guests) | — | ✓ | ✓ |
| Microsoft Graph sync of people and devices, device tasks, offboarding | — | — | ✓ |
| Generative AI (Azure OpenAI through Power Automate) | — | — | ✓ |
| Guest privacy (guests see only their own items) | — | — | ✓ |
SUITE BUNDLE
All five apps on Pro, one price.
HRMS, Helpdesk, Asset Management, Employee Directory and TaskManager — each on its Pro plan.
DEPLOYMENT
Live in under an hour.
Most of the time goes on choosing the site and the people for each role.
Upload the package
Add brillienta-taskmanager.sppkg to the tenant or site app catalog and deploy it.
Approve API access
Only for the integrations you use: user and device sync, Planner, Teams posts.
Add the web part
Place Brillienta TaskManager on a page; a site owner opens it once to run setup.
Import the flows
Email and reminders & digest — plus Graph sync and AI if you use them.
Activate your licence
Paste your TM1 key under Admin › Licence — or keep the 14-day trial running.
Good to know
- Risk scores, recurring catch-up and triage run when someone opens the app; reminder sending also runs from the flow.
- Planner sync covers title, dates, progress and the first member assignee (20 checklist items max).
- Teams posts go out as the person who made the change, who must be in the team.
- PDF exports use Helvetica; Excel keeps every character.
Do guests need a licence or a seat?
No. Anyone who can open the page can raise and follow requests; seats count members only.
Does our data leave SharePoint for AI?
The built-in assistant runs in the browser. Generative features (Enterprise) use your own Azure OpenAI deployment through your flow.
Can it replace Planner?
It can sit beside Planner with two-way sync, or replace it with timeline, workload, approvals and reports Planner lacks.
How fast is it with lots of tasks?
Indexed columns, threshold-safe queries and an incremental cache keep it fast far past 5,000 items.
What happens to our data if we stop?
It stays in your SharePoint lists, exportable to Excel at any time.
RESOURCES
Read everything
before you decide.
The complete documentation, our security model and practical articles for Brillienta TaskManager.
Documentation
- The full TaskManager guide — every screen, role and setting
- TaskManager knowledge base — 31 help articles
- Installation steps
Security & trust
- Where data is stored and which Graph permissions are used
- Trust center — privacy, support policy and disclosure
- Plans and prices — 14-day trial of every feature
- Your tenant, your dataEvery product stores its data in your own SharePoint. No Brillienta database.
- Microsoft permissionsAccess is enforced by SharePoint and Entra ID, not by our code alone.
- Read the whole manual firstFull product guides and a 180-article knowledge base, published openly.
- 14-day full trialEvery Enterprise feature, on your own tenant, before you pay.
TRY IT ON YOUR TENANT