Track and close off tasks
The integrated TaskManager application helps users assign, track and manage tasks against opportunities, cases or events so the context of each task can always be understood. This helps organisations meet quality management standards such as ISO 9001 by showing why a task was initiated and how it was closed off. Optional task alerting via SMS or email helps ensure nothing falls between the cracks. Flexible task reports keep everyone informed and can be used to escalate uncompleted, high priority tasks with customisable rules when required. The powerful real-time task view enables users to record notes against a task without having to edit it. Task information is automatically aggregated at the contact and organisation levels which makes it very easy to view activities and helps one member of staff to pick up from another.