The Task Management module provides convenient tool for planning, assigning and controlling administrative, private, and contact related activities.

The list of activities created by and assigned to the user is loaded directly upon logging into the system. Overview of all users' open and closed activities is also available.
Information can be conveniently grouped and filtered by different criteria.

Activities List

Upcoming activities can be included in the Calendar and set reminders. Meetings are automatically displayed in the Calendar.

So as to improve Your working process and make it more efficient, one new improvement has been made – the “read” function. The purpose of this function is to show whether the responsible person has read his tasks or not. So long as the task is not read, the shrift of the task will remain in “Bold”.In this way You can easily distinguish the new tasks from the old ones and You can always see whether Your employees are really doing their assignments.


Activities Mask

The list of activities provides direct access to the Calendar as well as the contact profile to review the contact history without switching between modules. Calendar gives fast overview of the daily, weekly or monthly schedule in order to make tasks planning more efficient.

Calendar

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