Workbooks: Track Anything, Your Way
Build custom data tables and checklists for whatever your team tracks — inspection logs, inventory, vendor lists and compliance records — and collaborate on them with the agents you choose.
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The spreadsheet was the right answer once
Nobody is sure which copy is current
It was emailed, then edited, then emailed back. There are four versions with the same name and the newest one is not necessarily the right one.
It knows nothing about the work
The inspection log says the check failed. The ticket that fixed it is somewhere else entirely, and only the person who did both can join them up.
Sharing it is all or nothing
You either hand over the whole file or you keep it to yourself. There is no version of it where a contractor sees one column and nothing else.
Custom data tables
Design a workbook for anything — no spreadsheets, no separate tool. Structured, searchable and shareable.
Checklists & compliance records
Track recurring checks and compliance frameworks (e.g. NIST 800-171 controls) with a clear audit trail.
Collaborate with permission
Share a workbook with specific agents and control who can view or edit — collaborate without opening everything to everyone.
What's included
Frequently asked questions
What are Vertask Workbooks?
Workbooks are custom, structured data tables you build inside Vertask — for inventory, inspections, vendor lists, compliance records and more — linked to your tasks and clients.
Can I use Workbooks for compliance tracking?
Yes. Workbooks are well suited to tracking checklists and compliance frameworks such as NIST 800-171, with everything documented in one place.