Tasks
TASKS AND TO DO'S
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Creation
- Unlimited task types
- Default messages to send on task creation
- Unlimited task statuses defined per task type
- Task gallery for files and attachments, links and images
- Staff Tasks for HR tasks, absence tracking, appraisals and more
- Set up unlimited deferred messages
- See relations tasks and history from task grids
- Planned and Actual data per task
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Automation
- Task status update rules - message and task to create
- Task creation rules
- Default follow-on actions
- Task automation and workflow rules and tools
- Default field data including Start times and durations and delays before start dates
- Map task
- Route task(s) - and show on map
- View task in calendar
- Schedule appointments to appear in calendar
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Customisation
- Definable checklists per task type/task
- Planned and Actual data per task
- Default field data including Start times and durations and delays before start dates
- Task script notes
- Task instruction notes
- Task assignment to other users
- Task comments
- User definable task points
- Add tasks to Data lists and Data Queries
- Colour coded task types
- Add multi column custom data to tasks
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Status codes
- Quick complete tasks from grids and forms using Task status codes
- Default completion notes
- Default follow on action and message
