Task Manager
VersaCloud's task manager is collaborative work group tasking system.
Using the task and workflow manager you can organise tasks effectively between staff members and even teams.
The workflow system allows the simple templating of business processes. Documents can be attached to tasks and workflows so that information required to complete the process is always easily to hand.
Contacts can also be attached to tasks and this information appears within the CRM system when the contact is viewed - alerting other users of the fact that tasks are in progress that involve a particular contact.
System events can be attached to task features. For instance an alert email could be sent when a task is added to a particular task queue prompting users to start work on the job.
Using VersaCloud as your task manager, you can handle your to-do list, manage team collaboration, and allow for more effective working.
Features
- Delegate and track project and task execution.
- Create a personalised to do list and manage the priority of the task
- Create task queues for different categories of tasks
- Set task queue permissions to control and restrict the activities of users
- Allocate task events so that alert emails are automatically sent.
- Create task work-flows for often repeated business processes.
- Analyse work-flow statistics to track how your organisation is performing
Benefits
- Share projects with other team members
- Allows you to keep your entire business team informed about the current agenda.
- Track time spent on a task, and communicate better with your team
- Identify team members that require more support due to tasks
- Maximise time management