PEOPLE & OPERATIONS
Tasks & Workflows
Assign actions, approvals and reminders across teams.
Workflow Management Software helps businesses automate recurring tasks, streamline workflows, improve accountability, and track progress across teams from one central platform.
WHO IT WORKS
From setup to signed-off in four steps.
Map the process
Drag-and-drop the steps, owners and triggers.
Route approvals
Multi-step approvals with SLAs and escalations.
Let it run
Reminders and handoffs happen automatically so there is no need to chase.
Report on it
See bottlenecks, SLAs and volumes across every workflow.
WHAT YOU GET
Built to make tasks & workflows effortless.
Visual workflow builder
Drag and drop automations for any HR process.
Smart approvals
Multi step approvals with routing and SLAs.
Triggered reminders
Never chase again, the system sends reminders automatically.
Unified task inbox
All pending actions for every user in one place.
NOTHING SLIPS
Tasks and workflows visualised end to end.
You can see where work is, who owns it, and when it is due. Bottlenecks show up before they become a problem, not during an audit.
Routed automatically
Triggers, approvers and escalations are set once and then run automatically.
SLAs, not hopes
Every task has a deadline. If it is missed, it escalates to the next owner automatically.
On mobile
Approvers can see the request, full context, and approve with a single tap.
Audit ready
One-click actions help your team resolve risks quickly, with every update tracked through a complete audit trail.
A DEEPER LOOK
Every screen, purpose-built.
Tasks and workflows bring together dashboards, records and workflows that look and feel natural on any device.
DEEP DIVE· 01
Visual workflow builder
Drag and drop automations for any HR process.
- Built into Tasks and Workflows no add ons needed.
- Set up once and it runs automatically afterwards.
- Full audit trail on every action for UKVI compliance.
DEEP DIVE· 02
Smart approvals
Multi step approvals with routing and SLAs.
- Built into Tasks and Workflows no add ons needed.
- Set up once and it runs automatically afterwards.
- Full audit trail on every action for UKVI compliance.
DEEP DIVE· 03
Triggered reminders
Never chase again, the system nudges on your behalf.
- Built into Tasks and Workflows no add ons needed.
- Set up once and it runs automatically afterwards.
- Full audit trail on every action for UKVI compliance.
DEEP DIVE· 04
Unified task inbox
Every pending action for every user in one place.
- Built into Tasks and Workflows no add ons needed.
- Set up once and it runs automatically afterwards.
- Full audit trail on every action for UKVI compliance.
WHAT CHANGED
Real teams, real before & after.
Replace scattered emails, missed actions and manual follow ups with structured workflows that run automatically.
See clear ownership, tracked approvals and live visibility across every process.
SECURITY & COMPLIANCE
Secure. UK-hosted. Audit-defensible.
Tasks and Workflows is protected by the same bank grade security that powers the rest of Root HR.
UK GDPR
ISO 27001
UKVI Compliant
eIDAS Valid
SSO Ready
AES-256 at rest
All data encrypted at rest on UK- hosted infrastructure.
TLS 1.3 in transit
Every request secured end-to-end with modern TLS.
ISO 27001 aligned
Processes aligned with ISO 27001 best practice.
UK GDPR ready
Built for UK data residency and subject rights.
Role-based access
Granular permissions down to individual fields.
Full audit trail
Every action, every change — logged and exportable.
QUESTIONS
Frequently asked questions
Can workflows be customised for different teams?
Yes. Workflows can be tailored for HR, IT, Finance and other departments with their own steps, approvals and rules
Do approvals work on mobile devices?
Yes. Managers can review, approve and comment on requests from any device without logging into multiple systems.
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