Tasks and assignments for coordinating work by client, project and contact person

Create tasks, assign people and resources, check their status, and link day-to-day work to clients, projects and work reports.

Tasks organised by date, status and person responsible

Check the planned tasks and see what needs to be done, who is involved and the status of each task.

Estimated start date and time.
Status, description and person responsible.
Assistants and allocated resources.
Client and project linked.

Full details on how to carry out each task

It sets out the information required to ensure that everyone is clear about what work they are expected to carry out and what resources they have available.

Task description.
Client, project and person in charge.
Support staff, resources and estimated dates.
Option to duplicate tasks or create an associated work report.

Tracking by client and project

Link tasks to clients and projects to review activities in a more organised manner and facilitate operational monitoring.

Filters and sorting by estimated start date.
View tasks by client or project.
Connection to workpieces.
Schedule of tasks for reviewing the plan.

Frequently Asked Questions

Can I assign tasks to specific employees?

Yes. You can assign tasks by assignee, resources, client, project or operational context.

Is it suitable for staff working outside the office?

Yes. It’s useful for mobile teams, technical services, maintenance, cleaning or client-based work.

Can I track the status of tasks?

Yes. You can view assigned, completed or pending tasks depending on the workflow you have set up.

Can tasks be linked to projects or clients?

Yes. Tasks can be linked to clients, projects and managers.

Would you like to assign tasks and keep track of day-to-day work more clearly?

We’ll show you how to organise tasks, people in charge, resources and projects in a more structured way.