Every organizational deadline on one calendar, with an owner and a reminder that arrives early enough to act on. Describe where you are registered and how you operate, and Taskade Genesis builds the compliance schedule: annual filings, charitable solicitation registrations and renewals, insurance policies, payroll obligations, licenses, audits, and the policy reviews your board is supposed to run.
The app embedded on this page is Event Bright Portal, a real Taskade Genesis build that keeps dated entries and their prep work in one browsable list. Open an entry, see the tasks under it, then clone it in about ten seconds and replace them with the filing deadlines and obligations described above.
Each obligation record holds what it is, the authority it goes to, the due date, the frequency, the preparation lead time, the responsible person, the documents required, the last filed date and confirmation number, and the consequence of missing it. Linked records connect an obligation to the documents you filed, so next year starts from last year's submission instead of a search through email. The consequence field matters more than it sounds: a board looking at a calendar where one line says "administrative dissolution" prioritizes correctly without a lecture.
Workspace DNA prevents the quiet failures. Memory holds every past filing and confirmation, so proof of compliance is one search away when a funder or a bank asks. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, reads a filing instruction or a renewal notice and extracts the deadline, the fee, and the required attachments into fields, then drafts the preparation checklist. Execution opens the tasks on lead time and escalates anything untouched.
See the year in whichever layout is useful:
- Calendar view, every filing, renewal, and review on its due month
- Table view, obligation, authority, owner, frequency, and last filed date
- Board view, items grouped into upcoming, in progress, filed, and overdue
- List view, the preparation checklist for a single filing
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations do the watching. With Taskade automations, a filing due in ninety days creates the preparation tasks, thirty days out notifies the responsible person, and an overdue item escalates to the board chair. Across 100+ bidirectional integrations, Google Calendar and Gmail pull dates and official notices in while Slack and email push the reminders out. Automations require a paid plan, and Pro at $10 per month billed annually covers a small organization.
The AI agents carry 34 built-in tools including file analysis and web search, so an agent can read a renewal notice, extract what is required, and tell you which of your existing documents already satisfy it.
Clone it, invite your executive director, your treasurer, and your board chair, and the calendar, the filed documents, and the confirmations stay with the organization through every staff transition.
See other builds in the Community Gallery, start fresh at Taskade Genesis, or learn recurring dates in Learn. Keep funder obligations on the grant reporting and compliance calendar, fund the filing fees through the annual budget, and report status at board meetings.
Frequently Asked Questions
Does it know which filings our organization owes?
It proposes a starting list from what you tell it about your legal form, your registrations, your staff, and where you fundraise, and marks each item for you to confirm. Requirements vary by jurisdiction, so treat the list as a strong draft to verify with your accountant or counsel, not as legal advice.
Can it handle registrations in several states or regions?
Yes. Each registration is its own record with its own authority, deadline, and fee, and the calendar shows them together so a multi-jurisdiction renewal season does not arrive as a surprise.
Where do the filed documents live?
Attached to the obligation record along with the confirmation number and the date. When a grant application asks for proof of good standing, it is one search rather than an afternoon.
What about insurance and lease renewals?
Add them as obligations with their own lead times. General liability, directors and officers, workers compensation, and property leases all benefit from a ninety-day warning rather than a renewal notice in the mail.
Does it cover board policy reviews?
Yes. Conflict of interest, whistleblower, document retention, and gift acceptance policies can each carry a review cycle with a task that lands on the right board agenda.
Who should own each item?
Assign one named person per obligation, never a committee. The app shows unowned items in red, because an obligation everyone owns is one nobody does.
Is this legal advice?
No. It is a tracking system for obligations you and your advisors identify. Confirm the specifics with your accountant or attorney and record their guidance in the notes so the next person inherits it.
