Workbooks — Custom Data Tables for Your Team

Workbooks are customizable data tables built into Vertask. Use them to track any structured information — inventory, vendor lists, compliance records, and more — directly alongside your tasks and projects, with no external spreadsheets required.

You can build a Workbook manually or describe what you need to Vertask AI and let it generate one for you instantly.

Common uses for Workbooks:

• Inventory and equipment logs
• Vendor and supplier lists
• Inspection checklists and compliance records
• Onboarding trackers and process documentation
• Any structured data your team references regularly

Workbooks are available on the Pro plan. Create a free account and upgrade when your team is ready.