A Knowledge Base for Your Team and Your Clients

Document how-tos, policies and runbooks once — then let agents and clients find them fast. Publish to the client portal for self-service, and track what's actually helpful.

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Sections, pages & search

Organize knowledge into sections and pages with fast full-text search, so answers are seconds away.

See what actually helps

Readers vote articles helpful or not, so you know what to improve and what's working.

Workbooks for structured data

Beyond articles, build custom data tables and compliance checklists — inventory, vendors, control matrices — linked to your work.

Frequently asked questions

Can clients see the knowledge base?

Yes — publish articles to the white-label client portal so clients self-serve common questions and your queue stays focused.

What are Workbooks?

Workbooks are custom, structured data tables you build inside Vertask (inventory, checklists, compliance records) — a companion to the article-based knowledge base.

One platform for the whole IT operation

Vertask is far more than a ticket queue. Here's everything you can run in one place — no bolt-on subscriptions.

Service Desk
  • Ticketing & email-to-ticket
  • Kanban & list views
  • SLAs — response, resolution & business hours
  • Recurring & scheduled tasks
  • Canned responses
  • Time tracking & timers
  • Private internal notes
  • Attachment OCR search
IT Assets
  • Sync from Entra/Intune & LogMeIn
  • Asset groups & types
  • Installed programs
  • Lost & found
  • Manufacturers catalog
  • CSV import
Clients & Portal
  • White-label passwordless portal
  • Client groups & categories
  • Satisfaction ratings
  • Per-client IP firewall
  • Billing audiences (bill-to)
Contracts
  • Contracts & renewals
  • Renewal reminders
  • Documents & versions
  • Budget & billing period
  • Per-contract permissions
Properties & Facilities
  • Property & site records
  • Contacts & roles
  • Leases
  • Inspections
  • Linked contracts & assets
  • Property health score
  • Files & photos
Projects
  • Projects with phases
  • Task dependencies
  • Kanban boards
  • Health & time rollup
  • Project reports
Knowledge & Data
  • Knowledge base
  • Helpful-feedback voting
  • Full-text search
  • Workbooks — custom tables
  • Compliance checklists
Automation & AI
  • Insight AI — plain English
  • REST API — multiple keys
  • Integrations & add-ons
  • Reseller program
Reporting
  • Ticket, asset & client reports
  • Contract & project reports
  • SLA breach & compliance
  • Per-audience scorecards
  • CSV & Excel export
Admin & Security
  • MFA — authenticator & SMS
  • Roles & permissions
  • Agent groups
  • Audit logs
  • Mobile apps (iOS & Android)

Not an RMM and not accounting software — Vertask focuses on the service-desk, PSA and asset/facility side, and syncs with the tools that do the rest.

Explore the rest of the platform