TaskRox Documentation
Guides, how-tos, and reference docs for every part of the platform. TaskRox combines planning, controls, quality, safety, correspondence, commercials, workforce, and governance in one connected platform.
Built for decision-makers
See TaskRox by role, not by feature list
Buyer guide
Role-based value guide for owners, PMs, supervisors, and commercial leaders evaluating TaskRox.
Getting started
Set up your workspace, invite internal and external partners with controlled access, and create your first project in under 10 minutes.
Modules guide
Core guides for project delivery, field reporting, correspondence, operations, governance, and AI workflows.
- Gantt — building your project schedule
- Kanban — drag-and-drop task management
- Calendar — tasks vs events model
- Resources — personnel, plant, and materials
- Daily Reports — structured shift reporting + narrative site diary
- Photos — visual evidence and progress tracking
- RFI register — issuing and responding
- QA — test requests, NCRs, and ITPs
- HSE — grouped safety management
- Decisions — formal governance workflow
- MOC — management of change workflow
- Correspondence — project email and AI-assisted replies
- SMS — governed external messaging
- Budget & BOQ — cost tracking
- Spreadsheet — in-app workbooks
- Documents — control, transmit, review, generate
- TMP — traffic management plan builder
- Wall & Messages — field communication
- Calls — self-hosted voice and video
- Contacts & Reports — stakeholder visibility
- Business Register & Supplier Enquiries — company call-down tracking
- Contractor Insurance — vendor compliance, requirements and expiry tracking
- Closeout — completion, handover and archive readiness
- Operations hub — My Tasks & Notifications
- Org Chart — reporting lines at a glance
- Fleet & Plant Library — asset intelligence
- Workforce & Training — readiness and outcomes
- AI Studio — project-aware assistance
Expense Management
Employee and field expense claims with categories, receipts, project / cost-code / budget links, approval workflow, and CSV / XLSX export.
Payroll execution (AU federal + NSW)
Phase E v1 Australian payroll EXECUTION on top of a pre-configured payroll setup — PAYG via ATO Schedule 1, SG at 12% per SGAA Section 19, Reg 3.46 payslips, STP P2 PAYEVNT.0004, BECS bank file. No in-product setup path in v1 — setup primitives (payroll_settings, worker profiles, pay periods, pay item catalogue) are populated via implementation / back-office configuration outside the shipped UI. Self-service setup UIs and operator-driven pay-run origination are queued for a future phase. See mandatory v1 scope & compliance disclosure.
Roles & permissions
Invite users from any organisation, then control workspace, project, and module access.
Admin & settings
Manage personal settings, organisation settings, fleet, calendars, platform admin, and security.
Support & troubleshooting
Common issues, FAQs, and how to get help from the TaskRox team.
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