Tasks needn’t be a chore

Managing your daily tasks should be easy to do with all the related information at your fingertips.

Imagine starting work for the day with a clear view of everything that you need to do?

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Task Management Software

While one of the biggest benefits of our software is the fact many tasks can be automated, there will always be some tasks which need to be handled manually.

Our task management is an integral part of the overall software, and allows you to create task types specific to your business.

Using our innovative pre-builds around the system, tasks can be automatically created and assigned as you work through your day-to-day business, making our task management module far superior to any of the standalone task management software systems.

IncludedIncluded Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation

What is task management?

Task management software’s are everywhere, but most require a lot of setup as tasks or groups of tasks are created which often makes even the market leading systems very cumbersome in reality.

Having a process of building up key tasks automatically is far more beneficial in the long run.

What is task management?

Key Benefits

Below is a snapshot of some of the most popular key benefits from using the Task Management Module.

Automatically create and assign tasks based on progress


Wouldn’t it be easier if you could automatically assign tasks to the correct person?

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.

Create Task types unique to your business

Custom task types

Have you got types of tasks specific to your business or industry?

Create your own task types in the system. Users can then filter their task list by type, allowing them to concentrate blocks of time on specific functions. This is great for productivity.

Tasks can be standalone or linked with specific records such as quotations or invoices


Are your tasks connected to somethings else?

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

Get clear visibility of open and completed tasks at various places around the software

Visible everywhere

Wouldn’t it be great to see tasks progress at a glance?

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

Related Modules

These are some of the most common modules where our customers benefit from what the Task Management module offers.



Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automated your follow up processes to always control the next steps. Best in class by a long mile.

Jobs/Sales Order Management

Jobs/Sales Order Management

Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.



Create invoices either automatically or at the click of a button. Supports part invoicing & proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.

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