Tasks and Documents in One Place
Task and document management in PrimeBase means tasks and files live together—attached to customers and projects. You have traceability: who did what, when, and where the files are. So your team stays aligned and you have a clear audit trail.
Tasks and documents in one placeTasks, docs, and traceability
Create a task; attach a document. When it’s done, mark it complete—the history is there. You can use tasks for reviews so nothing moves forward without a check. All of it is tied to the customer or project, so context is never lost.
Task and document management in one system
Tasks and documents live in the same workspace as your customers and projects. No separate file or task app. Task and document management stays in your business system so work and files stay together.