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Task Delegation Solution for Effective Teams

You can’t create a perfect copy of yourself and make it work in your stead. But you can delegate. Flowlu is a task delegation solution that helps you hand off work with no loss of control and with a great boost to team productivity.
Flowlu - Task Delegation Solution for Effective Teams
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What Is Task Delegation?

Task delegation is the assignment of responsibility and authority over the work people were hired to do. It’s also an important leadership skill, as when you transfer responsibility, you still retain accountability. This means you need the tools to handle workload management effectively.
Flowlu - What Is Task Delegation?

Key Features of Flowlu's Task Delegation Solution

Assign Tasks with Clear Responsibilities

Stop guessing who has the ball. With Flowlu, you can assign responsibilities to specific people instantly. You can even use the "Multiple Task Assignees" feature if it’s a group effort, and add Collaborators and Followers to ensure everybody knows their role. It’s the easiest way to keep accountability high and confusion low.
Flowlu - Assign Tasks with Clear Responsibilities

Automated Task Assignment Workflows

Why do the admin work if you don’t have to? Flowlu’s automation rules can trigger assignments based on CRM pipeline and project workflow stages. Our task delegation solution can essentially run itself, assigning preset tasks to responsible team members. It smooths out the delegation process and removes human error from the equation.
Flowlu - Automated Task Assignment Workflows

Visual Task Boards & Workload Monitoring

It helps to see the big picture. Our Kanban boards visualize task distribution with cards you can drag and drop through stages and flexible filters for sorting and filtering work items. To see workload better and delegate tasks effectively, switch over to the Workload report to see which team members are overloaded using colored task counts spread over weeks and even months.
Flowlu - Visual Task Boards & Workload Monitoring

Team Communication & Notifications

Successful delegation cannot be achieved without a task owner talking to the assignee and vice versa. Flowlu places communication inside the task card with comments, @mentions, and instant notifications for all involved team members. For quicker collaboration, users can rely on the in-built messenger with one-to-one and group chats.
Flowlu - Team Communication & Notifications

Mobile Access & Collaboration

Your team isn't always sitting at a desk. Our iOS and Android apps mean effective task delegation techniques work from anywhere. Capture and assign new tasks by simply speaking, and collaborate on all aspects of execution using the same features present in the web version of Flowlu’s task delegation solution.
Flowlu - Mobile Access & Collaboration

Set Priorities & Task Dependencies

Some things just can't happen until others do. Flowlu lets you set dependencies; just choose whether a task starts or finishes after another. You can also assign priorities by picking from Low, Medium, and High. Visual indicators on the card make workflow management intuitive for you and your team.
Flowlu - Set Priorities & Task Dependencies

Track Progress & Deadlines

Once you hand off work, you need to know it’s actually getting done. Use our task tracking features to check the status of any job in real-time. Task cards feature preset Start and End dates and custom reminders, all of which can be viewed on a Gantt chart to ensure your delegation leads to finished results.
Flowlu - Track Progress & Deadlines

Real-Time Progress Visibility

You need the score, not the play-by-play. Our dashboards give you high-level performance monitoring. You can check overdue tasks, tasks in progress, and items needing approval from the comfort of one centralized view. Use this data to tweak your task delegation strategies and ensure your team performs to the best of its ability.
Flowlu - Real-Time Progress Visibility

Integrated Business Management

Delegation breaks when you’re jumping between apps. Flowlu gives you all the core business functions in one easy-to-use app for teamwork. You can delegate a project task, make it billable, track time, then use the captured hours to prepare a professional invoice, ready to send and be paid by the client. This connection ensures your assignments contribute directly to profitability.
Flowlu - Integrated Business Management

Best Practices for Delegation of Tasks

Software helps a lot, but your approach is just as important. Use these task delegation best practices to make your tools work for you, and not the other way around. Here is how to handle task delegation effectively.
  • Define Requirements & Expectations
    Vague instructions lead to bad results. Set clear expectations for your tasks. Use descriptions, checklists, and subtasks to break the work down. You can also estimate time for completion, set priority, apply tags, and link the task directly to projects or opportunities for added context.
  • Establish Check-in Points
    Effective task delegation requires a balance between trust and control. Build approvals directly into your workflow by creating custom task stages like “In Review” or “Quality Control” to set up mandatory check-in points. This keeps accountability measures in place without you constantly looking over their shoulders.
  • Give Authority with Responsibility
    Real staff empowerment means handing over the keys. When you assign a task in Flowlu, make sure you’re also granting the authority to make calls on that task. This supports team development and encourages people to use their skills to solve problems, rather than asking you for permission every five minutes.
Flowlu - Best Practices for Delegation of Tasks

Use Cases for Task Delegation

Every business is a little different. Whether you run a marketing agency or a construction crew, you need the right task delegation approach. Here is how Flowlu’s task delegation solution fits into different work lives.

Project Management Teams

For PMs, effective task delegation techniques are non-negotiable. Flowlu helps you break massive projects into subtasks and assign them across the team. With Critical Path analysis, project delegation becomes a structured plan rather than a chaotic scramble for deliverables.
1

Sales & Marketing Departments

Sales and marketing teams need to use task delegation strategies as their resources are limited yet their tasks are many. Sales managers can add tasks to CRM opportunities for timely follow-ups, while marketing leads can automate campaign preparation with preset project workflows.
2

Remote & Hybrid Teams

When you are remote, collaboration has to be intentional. Flowlu acts as the central hub for effective task delegation strategies, keeping everyone aligned even across time zones. Time tracking, internal knowledge bases, and smart notifications make leadership of distributed teams easier.
3
Danijel Bićanic
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."
1
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
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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
Alvin Buckley
Events Services
Integrate with your favorite tools
Connect your Flowlu account with other apps via native and third-party premade integrations.
Flowlu - Integration with Imap
Flowlu - Integration with PayPal
Flowlu - Integration with KonnectzIT
Flowlu - Integration with Jira
Flowlu - Integration with Google Calendar
Flowlu - Integration with Integrately
Flowlu - Integration with Jivochat
Flowlu - Integration with Pabbly
Flowlu - Integration with Calendly
Flowlu - Integration with AppyPie
Flowlu - Integration with Square
Flowlu - Integration with Zendesk
Frequently Asked Questions
You will find the answers in the knowledge base or write to us in the online chat.

Effective task delegation matters because you will bottle-neck your own company if you don't do it. It allows you to focus on high-level strategies while your team grows their skills through new responsibilities.

Most tools are just glorified to-do lists. Flowlu is different; it’s a dedicated task delegation solution built for growing businesses. We give you the tools to handle messy workflow demands and ensure execution is actually effective.

We simplify it by putting communication, tracking, and assignments in one place. Flowlu is a task delegation solution that can help you not only assign the task, but to communicate with the assignee during its execution, and monitor the team performance at scale.

To delegate tasks effectively, make sure roles are clear. In Flowlu, you can assign tasks to one or more assignees as well as add collaborators, who can help throughout, and followers, who need to stay in the know. This ensures that assignments cause no confusion.

The best task delegation strategies for remote work rely on accessibility and communication. Flowlu can be accessed via iOS and Android, so your team can capture task ideas with voice and collaborate regardless of location. This, in combination with instant messages, notifications, and in-task comments, helps to align your remote team without constant meetings.

Flowlu prevents you from burying your team under too much work. You can check the Workload report to see exactly who has too much and won’t be expected to take on more, and who is free to take on an assignment and be sure of its completion by the due date.

You need to provide as much information as you can. Delegation tools like Flowlu help to write rich descriptions, add custom details and tags, upload file attachments, and link tasks to opportunities, contacts, projects, and even user groups.

Set clear expectations for your team and use digital project management tools like Flowlu to see workload distribution and analyze the performance of individual members with real-time reports.

A reliable task delegation tool such as Flowlu improves organizational productivity by simplifying task assignment and tracking progress, provides fast communication between team members, and proves accountability can be achieved, even in remote settings.

In Flowlu, you can set clear expectations by using detailed descriptions, creating subtasks to break down complex work, adding checklists and dependent tasks. You can even estimate the time required for completion so the assignee knows exactly what is expected of them.

A common mistake is "dumping" work without checking capacity. Using Flowlu’s Workload report, you can avoid assigning tasks to team members who are already swamped.

Another mistake is forgetting routine work; Flowlu’s automated task assignment solves this by triggering tasks automatically based on CRM pipeline, project, or task workflow stages.

Flowlu’s task delegation solution equips teams with advanced tools that ensure tasks are delegated with full transparency, explained in detail, and tracked through a variety of views and reports, so workflow issues can be addressed at the same time they are discovered.

Yes, Flowlu is perfect for project delegation. You can build repeatable project workflows to set up stages with preset tasks, milestones, checklist items, and necessary automations in advance. 

Then use these template workflows to launch repeatable projects that can be managed by your team members.

Tracking of the progress is simple, Flowlu gives you a wide array of dashboard widgets and detailed reports as well as smart notifications, meaning you can delegate and watch progress in real time.

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