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


Key benefits

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

Auto-assign Tasks

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.

Auto-assign Tasks
Custom task types

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.

Integrated

Integrated

Are your tasks connected to something 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.

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.

Visible everywhere

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Frequently Asked Questions

Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.

Task management software’s are everywhere, but most require a lot of setup. When you create a task, or groups of tasks, this often makes even the market leading systems very cumbersome. Having a process of building up key tasks automatically is far more beneficial in the long run.

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