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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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.
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.
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.
Design a workbook for anything — no spreadsheets, no separate tool. Structured, searchable and shareable.
Track recurring checks and compliance frameworks (e.g. NIST 800-171 controls) with a clear audit trail.
Share a workbook with specific agents and control who can view or edit — collaborate without opening everything to everyone.
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.
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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