Features / Run
My tasks
Never miss a review, approval, score or follow-up again.
Emails get buried. My Tasks shows every person exactly what is waiting on them: reviews to sign off, tenders to approve, bids to score, clarifications to answer, follow-ups from their calls and tasks their team has given them.
Tender actions that clear themselves
Reviews, approvals, scoring and clarifications come from the real state of each tender, so they disappear the moment the work is done.
Follow-ups from your calls
After a recorded call, AI lists what your side agreed to do, grouped under the call with its summary and a link to the recording.
Assign tasks to your team
Create a task from any contact or company, give it to a colleague with a deadline and link it to a tender. They are notified straight away.
Notes that go everywhere
Add notes to a task and they are saved to the contact, the company and the tender's audit trail. Tick it done and that is logged too.
Filter what matters
See everything, or just overdue, due today, tender actions or call follow-ups, on the page and on your dashboard.
How it works
My tasks in 4 steps
A tender action, call or colleague creates a task
It appears in My Tasks with a count
Open it, add notes and do the work
Tick it off, or it clears itself when the tender work is done
Questions
About My tasks
Can I tick a task off by hand?
Call follow-ups and team tasks, yes. Tender actions like reviews and approvals only clear when the work is actually done, so nothing slips through.
Do tasks need a tender?
No. Link one if it helps, and the task and its notes go on that tender's audit trail.
More features
Brief to a structured tender in minutes
Red Team reviewChallenge your tender before suppliers do
Sealed biddingBids stay locked until the deadline
ClarificationsPrivate questions, controlled answers
Supplier directoryYour suppliers, checked with Companies House
AI compliance checkEvery answer checked against every requirement
Evidence-locked evaluationAI suggests, named people score
Audit trail and reportsA complete, defensible record
Blue Team & sign-offStrengthen the tender, then sign it off
Contacts & companiesOne shared contact book for buyers and suppliers
Email & shared inboxSend from TenderLock, connect your own mailbox
Phone, SMS & call AICall and text from TenderLock, with AI follow-ups
Supplier credit checksCompanies House and Creditsafe in one place
Reports & dashboardsYour own dashboard, built your way
Team & access controlRoles, super admins and a full audit of every user
Sign-in & securityGoogle, Microsoft, SSO, 2FA and IP controls
Multi-entity groupsRun every company in your group from one account
Custom branding & domainYour logo, colours, font, domain and email
API & MCP for AI agentsConnect your systems and your own AI