EASY TASKS

Use the quick and complete creation form to create tasks. Quick form allows you to assign responsible persons and specify priority. Complete - adds a description and attaches files.

Assign a Person responsible, Participants or Observers to make teamwork as effective as possible.

Bind tasks to CRM entities to see your workload.

Customize the view of tasks both on the Kanban board and in the List, create a Hierarchy view of tasks or represent them in a more complex layered list.

Use mass actions in Tasks.

Try the automated Deadlines board, which can group your tasks by the deadline date on its own.

Personalize the Kanban board by changing the name, color, and just move tasks by dragging columns. If you prefer the classic view, then use Lists.

Use Smart and Saved filters to focus only on current tasks. Choose the most complex filtering criteria to find exactly what you need.

If a task is too large, divide it into smaller ones using subtasks. You can edit them, specify deadlines and attach files as well.

Subtasks make it possible to assign participants, observers, and persons responsible.

Involve the necessary number of employees.

Time tracking in tasks allows to accurately calculate time needed for a specific stage of work, which helps to allocate resources and avoid delays.

Evaluate the resources spent on specific tasks, plan their sequence, and allocate time to complete projects within the set deadline.

There is no need to set the recurrence of tasks all the time. Just make a recurring one that will be automatically created based on specified criteria. Simplify the routine tasks, especially when there is a certain standard for them.

It could be a support request or a standard task in the new employee adaptation process.