Stax.ai, Inc

Tasks turn day-to-day work into clear, trackable actions in Stax.ai CX. Instead of keeping requests in email threads, chat messages, or sticky notes, use To Do to track your work.

Tasks Overview

Projects are the central hub for client work in Stax.ai CX. A project groups the tasks for one piece of work.

Projects Overview

Client reminders automatically follow up with clients when action is still needed — an incomplete task, an unaccepted portal invite, or a payroll connection.

Client Task Reminders

Projects keep client work organized in Stax.ai CX. Each project ties a piece of work — like a Form 5500 filing — to a company and plan.

Creating and Launching Projects

Clear due dates keep retirement plan work on schedule. In Stax.ai CX, you can set a due date on the project itself and on each task inside i

Setting Project Due Dates and Milestones

A census data collection project turns your annual census process into a structured, trackable workflow. Instead of chasing clients by email

Census Data Collection Projects

Tasks are the building blocks of work in Stax.ai CX. Each one has an owner, a due date, and a status, so your team always knows what to do next.

Creating and Managing Tasks

Bulk actions let you update many tasks at once instead of editing them one by one. Reassign fifty tasks to a new team member, push a batch update, and complete…

Bulk Actions on Tasks

Every task in Stax.ai CX keeps a running history of what happened and when. The Activity log answers the questions teams ask most: Who chang

Reviewing Task Activity and History

Sometimes you add or change reporting mappings after projects are already running — or finished. This feature lets you apply those reporting fields to projects already launched.

Applying Reporting Fields Retroactively

Andrew Flowers

Create projects, complete tasks, and automate your workflows.

To Do

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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