Best Platform with Automated Task Delegation

Real platforms with automated task delegation work for you, not the other way around, by handling the admin work while you focus on the big picture. Flowlu is an automated task delegation system that helps you delegate tasks without losing focus or control over the outcome.

Start Your Free Trial

Flowlu - Best Platform with Automated Task Delegation

Fits Your Flow

Customize everything to match how you work. No need to adapt to rigid systems.

Trusted Worldwide

35,000+ businesses rely on Flowlu every day to stay organized. You’re in good company.

Easy Onboarding

No steep learning curves. Hit the ground running with step-by-step guides and helpful tutorials.

Robust Security

Top-tier security. Because your data deserves more than a sticky note under your laptop.

Understanding Automated Task Delegation

Automated task delegation is the process of setting up internal logic that tells your system exactly what to do next without a manager’s intervention. Instead of manual checks, a task automation platform like Flowlu triggers new work based on CRM pipeline, task or project stages.

Get Started for Free

Core Features of Delegation Platforms

Platforms with automated task delegation connect planning, execution, and hard business data in one place. Choosing a dedicated task delegation software means you can stop tracking work across multiple disconnected apps.

Automated Project Workflows

While most platforms with automated task delegation focus only on simple lists, Flowlu handles complex workflow automation. You can build an entire project structure where the next task is created and assigned the moment a previous stage is marked complete. This level of automated task delegation keeps the momentum high across long-term goals without manual oversight.

Automated CRM Pipelines

Task automation platforms should connect your operations. When a lead hits a specific stage in your pipeline, Flowlu can handle automatic delegation of follow-up tasks, pitch reviews, meeting schedules, and even switching pipelines for re-engagement or closing. This keeps your sales teams focused on deals.

Business Process Delegation

For complex operations, you can use automated task delegation to run multi-step business processes that span departments. This allows you to hand off entire sequences of work that involve multiple people and automated workflows. It is the most effective way to ensure process automation follows your company's specific logic every single time.

Recurring Tasks & Templates

Don’t waste your time typing up the same instruction every Monday morning. Flowlu is an automated task delegation tool that helps you to capture repetitive tasks and turn them into recurring items that pop up on a set schedule. Build preset templates with designated assignees and tailored recurrence settings for consistent delegation without extra admin.

Reliable Task Prioritization

Delegation is nothing without prioritization of what matters most to the business right now. In Flowlu, you can highlight high-priority items so the team knows exactly where to start their day and which workflow items can be picked up afterwards.

Progress Tracking & Reports

You need to see the score, not just the play-by-play, to manage effectively. Platforms with automated task delegation provide a reporting dashboard where you can view progress and overdue items in real time. Use this tracking data to see where your workload needs adjusting or to tweak your overall strategy.

Knowledge Base Delegation

Even your documentation can trigger action when you use the right tools. Advanced platforms with automated task delegation like Flowlu allow you to set actions directly from your wikis. Create rules to let editors know when it’s time to review new articles from chosen knowledge bases and send out notifications en masse to your team to keep knowledge fresh.

Real-Time Notifications & Collaboration

Communication is best kept close. Platforms with automated task delegation such as Flowlu place chat, comments, and notifications within one system. With these collaboration tools, both assignee and the manager have a clear and shared understanding of every decision made.

All Your Tools Are Here

Most business software requires more software to actually work. Flowlu gives you all the tools to handle clients, projects, and money in one place. You can trigger automated task delegation as easily as sending automated follow-up emails or issuing professional client invoices. When all your tools are centralized, you get to experience real workflow optimization and grow your business.

Start your 7-day free trial

No credit card required

Start for free

How to Select the Right Platform

Choosing between platforms with automated task delegation is all about finding the right balance between the power of features and their ease of use. Think about your workflow and the ways in which you can increase team efficiency.

Evaluate Your Team's Needs

What are you trying to solve with task delegation software? If your team is remote or hybrid, you would need a platform with mobile accessibility and real-time task tracking. Sales and project teams will benefit from a smooth transition from a closed deal to the project launch.
Assess Customization & Flexibility

A generic task automation platform can limit your workflow. Look for features like custom fields, reliable conditions, and unique statuses for stages, so that you can automate task delegation uniquely tailored to your style.
Compare Integration Features

Your software should connect with your other everyday apps. Prioritize platforms with automated task delegation that have integrations with cloud storage, online payment gateways, popular messengers, and other automation platforms.

Flowlu - How to Select the Right Platform

Start Your Free Trial

Best Practices for Implementation

Setting Up Delegation Rules

Start your task automation platform journey by defining simple automation rules for your most common hand-offs. Focus on highly repeatable actions, like moving lead to “Prepare Quote” and setting up a task to write the proposal. This builds trust in both the system and your processes, ensuring a smoother transition for your staff.

Configuring Automation Workflows

Use automated workflows to handle workload distribution fairly across your team. For projects, set up templates with tasks already assigned to responsible members and create custom task statuses. Then, supplement these with automation rules to take the heavy lifting off routine work.

Team Training

Focus on how task delegation software improves team productivity and, no less important, reduces overall stress. Show in practice that automated task delegation simplifies their life by reducing manual admin and simplifying their work life.

Danijel Bićanic

Sales Trainer, Owner of Bićanić Consulting

"We chose Flowlu because it centralizes our operations, sales, and project management in a single platform. It gives us a clear overview of events, deadlines, and tasks at a glance, so everything is clearly organized in one place."

workspace for the entire team

25%

less internal back-and-forth

15%

faster project delivery

30%

less time spent on manual tasks

Read the case study

Portrait of a man in a business suit in an office setting

See all customer stories

Why businesses love Flowlu?

A very strong tool for SMB and PM

Imagine a unified business management platform that caters to SMBs but includes powerful enterprise-level functionality normally reserved for more expensive CRMs, PM tools, and the like. It's as if they scoured the market for the most popular features, then crammed them all into their product. Read more

Brandon E.

Sales Specialist

Comprehensive solution for project management and CRM

Flowlu is a comprehensive solution for project management and CRM software. Especially when you don’t want to have a dozen separate systems and drown in integration efforts. The interface is easy to use, and there are some amazing features, such as fully automated task flow inside the system itself. It also has enough customization capabilities ... Read more

Tomas V.

CEO

By far one of the best business management software

I run an agency and have personally used countless project and business management software solutions. Flowlu is a feature-rich CRM that offers amazing automation tools to make your life easier. It provides a plethora of features that can be customized to meet your company's unique requirements. I also appreciate that it includes time track... Read more

Shiraz Q.

CEO

Fast, feature packed, priced right

Flowlu is easy to use, has a mobile app, and keeps getting better. Flowlu peaked my interest when I saw how many different features they were able to incorporate into their system. Once I started using it I was surprised at how everything was pretty fast and cohesive. This will be a great tool for my agency and fits a lot of needs that other sys... Read more

Josiah H.

Web Developer

THIS is what I've been waiting for

My experience has been incredible so far. Flowlu has replaced five applications and has made life better for me and 350 of my employees. It's kind of like being a kid at Christmas... I actually look forward to using the application every morning. The thing that differentiates them from everyone else is that they do a lot of things very well... Read more

Antonio Thornton, P.

CEO

Pumped about Flowlu

I was looking for a viable platform that would make my business more profitable and easier to run and manage to meet my requirements for a very long time. Some platforms offer similar functions to Flowlu but Flowlu offers speed, performance and overall product quality. I am implementing and testing the platform now in several companies that I ru... Read more

Martin G.

Director

Does it all really well

Flowlu is one system that puts all your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the tasks I need to do with clients every day, rather than requiring duplicate data entry across several disconnected systems. This is especially important for small companies like mine th... Read more

Joshua M.

Founder

So much more than just a Project Management tool!

Flowlu is a full-fledged business workflow tool that allows you to manage pretty much everything in your business from one central location. It has a well-designed, user-friendly interface that is simple to operate and navigate. It also includes one of the best new customer onboarding processes I've seen from a SaaS provider, utilizing its ... Read more

Tim D.

Head Consultant

Flowlu has been the most useful project management tool that we have

We are having the best and most efficient experience working on our projects with Flowlu. It allows us to ensure constant collaboration on all our tasks, which helps us achieve our project goals within the allocated timeframe. It offers us an amazing virtually shared workspace that helps us collaborate and work on our tasks as a team. Read more

Tim Van W.

Senior Project Supervisor

Good overview of tasks and planning

We use Flowlu to plan work and manage tasks across our team. Flowlu helps us keep a clear overview of ongoing tasks and responsibilities. Having planning and CRM in one system was important for us, and Flowlu meets that need well. The layout is clear and easy to work with, which made adoption easier for the team. Read more

Angelique Boulonois

Managing Partner

Flowlu allows businesses to manage projects from anywhere

This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses. Read more

Alvin Buckley

Events Services

Integrate with your favorite tools

Connect your Flowlu account with other apps via native and third-party premade integrations.

See All Integrations

Frequently Asked Questions

You will find the answers in the knowledge base or write to us in the online chat.

Knowledge base Ask a question

Manual work distribution drains time and energy, rerouting focus away from the tasks themselves. This limits team productivity and business profitability. When you use automatic task assignment, you improve team efficiency by simply allowing them to do the work they were assigned to do.

Yes, advanced task delegation software like Flowlu allows you to invite clients or freelancers via a secure portal. This expands your automated task delegation to include external partners, allowing for better performance tracking and communication without compromising your internal security.

With a task automation platform like Flowlu, every assignment has full context and links to a specific owner who can provide guidance. Additionally, you can add collaborators and followers, so the assignee has full support of the team at all times and can progress with confidence.

See how Flowlu works for your business. No credit card required.