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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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

Custom data tables
Checklists & compliance records
Share with chosen agents
View / edit permissions
Linked to tasks, clients & contracts
Searchable & structured

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.

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