Follow-ups & Workflow
Tasks
Assignable to-dos connected to clients and cases.
Product support
Documented support
- Bonterra ETO by Bonterra
To-do list elements addable to TouchPoints and assessments (help center).
vendor reported
- Casebook by Casebook PBC
Tasks are assignable to Casebook users and external parties.
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Automated workflows, tasks, reminders, and alerts (product page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Tasks are explicitly listed.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Tasks, checklists, and milestones in case plans (program management page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Action Plans with configurable task templates; care plan tasks assigned to constituents (pricing page, Trailhead).
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Pro workflows support task-like process management; task object details are not established.
vendor reported
4 researched products have not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included QGCase Essentials plan of QG Case