Task Management
Tasks, requests and customer contacts in one place; it is clear who does what, and by when.
Follow the job you gave to someone, the request you made to a department and the conversation you had with a customer, all in the same place. Every job has a recorded owner, due date and history.
Task Management screens.
Tasks
Jobs with an owner, a priority and a due date. Start them, put them on hold, complete them; hand them over to someone else when needed.
Requests
Employees make requests to departments such as IT, maintenance or administration. The request lands in that team's pool, and a team member takes it on.
Activities
Records of calls, visits, meetings and e-mails with customers and suppliers. Each account's contact history is shown on its own record.
Request categories
Each category has an owner, a team, a target response time and a target resolution time. If you wish, a request reaches the team only after the category owner approves it.
Work linked to documents
Link a job to a customer, an opportunity, a quote, an order or a service ticket, and see that record's jobs from its own screen.
Recurring work
Daily, weekly, monthly or yearly jobs; when one is completed, the next one opens automatically.
Overdue alerts
A job past its due date is flagged in the list; its owner and the person who created it are notified.
Followers, comments and history
Add followers to a job, write comments, attach files; every change stays in the history.
Personal area
Your tasks, notifications and the items waiting for your approval are gathered on your start screen.