Task Management

Automatically create tasks based on the process of other modules. For example, if a lead has progressed to a new stage of the process, a task could be created for a member of your team to invoice the lead or process their payment.

Rules can be determined by you to create tasks based on certain criteria, such as if status is changed on a quote, contract, invoice and more, you have full control to customise the software based on your requirements.

By using our module pre-builds, you can assign specific tasks to users based on the progress of quotations, jobs, and more. These appear in the user's task list based on the schedule rules so you can be sure your task gets assigned to the right staff member.

Create your own task types in Zigaflow using the Task Management module. Users can then filter their task list by type, allowing them to concentrate blocks of time on specific tasks, which is great for productivity.

Often a task is associated with something like a customer order, as tasks can be linked details of any linked records are quickly accessible from the task list, and tasks are accessible in the records.

While there is a task list in the Task Management module, there is also a tasks tab in each record, and you have the choice to show them on pipeline cards. This means that you can see what has and hasn’t been completed at a glance!

Specify when your business day starts and ends, and display the calendar automatically when a task is due so you never fall behind schedule.