Managing Tasklist, Tasks and Subtask

Managing Tasklist, Tasks and Subtask

A Task is an activity that needs to be accomplished within a defined period of time. Tracking tasks becomes a lot easier when you have all your team responsibilities at a central location. You can monitor the status of tasks, assign tasks to members, send email reminders and track progress of your team collaboration.


Benefits of task management


Schedules, continuous uninterrupted workflow with no delays and finish projects in time

Assign tasks, allocate proper resources and define responsibility

Understand who does what, when and for how long

Integrate all work to assure a quality project for the clients at reduced cost

 

Tasks and Task list

 

A Task is an activity that needs to be accomplished within a defined period of time.

 

View tasks

 

View tasks in any of the four views. Classic view, Plain view, Kanban view and Dependency view to monitor the progress of your tasks in a team collaboration.

 

Task Reports and Charts

 

Task Reports and charts now displays the Gantt and Resource Utilization chart and Task Reports. Assess your project time and mange your resources, all in the same tab.

 

Business Hours Settings / Skip Weekends

 

Business Hours settings and Skip Weekends helps you to organize your working days / hours better in any project. You can also create task and team collaboration templates with desired Business Hours settings to be used in actual team collaborations.



    • Related Articles

    • Tasks

      Sometimes, a ticket might involve multiple technician work. In that case, the ticket can be divided into several tasks and each task can be assigned to a technician/group. For example, consider a scenario where a new employee joins the organization. ...

    • Managing Profiles

      Two profiles are provided by default: Administrator Profile: This profile has access to all the features in the Client management system account. Standard Profile: This profile has limited access to the features in Client management system account. ...

    • Managing Roles

      Create Roles By default, the CEO and Manager roles are enabled for your Client management system paid account. In addition, you can create different types of roles for users based on their position in your organization hierarchy and the type of ...

    • Managing Groups

      Group Members You can manage groups with the following combinations: Users: Only users. Roles: All users associated with the Roles can become members of the groups. Roles & Subordinates: All users associated with the roles and subordinate roles can ...

    • Managing Users

      In CRM, a user is one who manages records, their own or those shared by other users, within the organization. In addition to accessing the CRM data, some of the users can perform administrative functions for smooth running of the CRM account. Based ...